FINANCIAL PLANNING ASSOCIATES, LLC
SEC Form ADV profile.
Total regulatory AUM
$74,717,077
Discretionary
$74,717,077
Non-discretionary
$0
Firm details
- CRD number
- 159404
- SEC file number
- 801-79162
- Main office
- WHITE PLAINS, NY, United States
- Employees
- 1
- SEC status
- Approved
- Website
- HTTP://FPASSOCIATESLLC.COM/
- Fee structure
-
Percentage of AUM Hourly Other
As of September 2026.