The Financial Planning Company
RIAState Registered
Total AUM
$11.8M
Discretionary
$11.8M
100% of AUM
Avg account
$381K
Accounts
31
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 284440
- Custodians
- INTERACTIVE BROKERS LLC
- Fee structure
- Percentage of AUM
- Client types
- HNWI79.28%
- Individuals20.72%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
The Financial Planning Company is an independent, owner-operated RIA structured as an LLC that focuses on individuals and families. Its advisory work centers on comprehensive financial planning and portfolio management for individuals and small businesses. The firm charges fees based on a percentage of assets under management and does not position itself as a capital allocator or pension consultant. It is not flagged as an active ESG investor and does not present itself as a multi-state adviser.
Assets & Accounts
Public Holdings
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds64%
- Exchange Traded Equities34%
- Cash & Cash Equivalents2%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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