FINANCIAL PLANNING ADVISORS, INC.

Overview

Financial Planning Advisors, Inc. is an independent RIA organized as a corporation that operates as a capital allocator for individual, family and small institutional clients. The firm emphasizes comprehensive financial planning and portfolio management for individuals and small businesses, and supplements advisory work with selection of third‑party managers and educational workshops. Fee arrangements include percentage of AUM, hourly charges and fixed fees, and the adviser manages nearly all client assets on a discretionary basis. Investment approach tilts toward pooled public vehicles—public funds and mutual funds are the dominant wrapper for client exposures—while the firm also places client capital with external alternative managers in real estate, commodities and oil & gas. The firm does not position itself as an ESG investor and is organized as a single‑state adviser despite maintaining a small, multi‑office footprint.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices