FINANCIAL PLANS & STRATEGIES, INC.
SEC Form ADV profile.
Total regulatory AUM
$610,600,630
Discretionary
$601,364,644
Non-discretionary
$9,235,986
Firm details
- CRD number
- 123793
- SEC file number
- 801-107206
- Main office
- GREENWOOD, IN, United States
- Employees
- 12
- SEC status
- Approved
- Website
- HTTP://WWW.FINPLANS.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees Commissions
As of October 2026.