FINANCIAL PLANNING SERVICES, INC.
SEC Form ADV profile.
Total regulatory AUM
$20,000,000
Discretionary
$20,000,000
Non-discretionary
$0
Firm details
- CRD number
- 311146
- SEC file number
- 801-119824
- Main office
- FORT LAUDERDALE, FL, United States
- Employees
- 2
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.