FINANCIAL PLANNING ADVISORS INC.

Overview

Financial Planning Advisors Inc. operates as an independent registered investment adviser focused on individual and family clients. The firm functions as a capital allocator, favoring discretionary portfolio management across separately managed accounts and pooled public funds. Financial Planning Advisors Inc. offers a mix of fee arrangements — percentage of AUM, hourly charges and fixed fees — and supplements advisory work through broker-dealer registration and insurance brokerage activities. Core advisory services include comprehensive financial planning, portfolio management for individuals and small businesses, and the selection and oversight of third‑party investment managers when clients require outsourced or specialized solutions. Investment positioning is conservative-to-moderate in structure: the firm routes most client capital into publicly available funds rather than concentrated single-stock positions, and it uses third‑party managers to access specialized strategies when appropriate. The firm does not identify as an active ESG investor and is not listed as a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices