Nationwide Planning Associates Inc.

Overview

Nationwide Planning Associates Inc. is organized as a corporation and operates as an independent broker-dealer. The firm has been SEC-registered since 1992 and is owned by an individual. The FINTRX record indicates the firm does not act as a capital allocator, is not an active ESG investor, and is not registered as a multi-state adviser. It is also not identified as a pension consultant or as a related adviser. Publicly available information in the FINTRX snapshot is limited on client segments, fee schedules, and day-to-day advisory activities. That lack of disclosure is consistent with a broker-dealer model where retail business is often conducted through a network of representatives rather than centralized asset-management reporting.

Assets & Accounts

Location & Offices