FINANCIAL PLANNING ASSOCIATES

Overview

Financial Planning Associates operates as a single-owner independent RIA organized as a sole proprietorship. The firm’s work centers on financial planning and the selection of outside advisers rather than on running in-house discretionary asset management. That focus is reflected in its fee approach (hourly and other non-AUM fees) and in its role as a capital allocator — recommending or placing client assets with external managers and pooled vehicles. Investment activity appears conservative and advisory-led: Financial Planning Associates evaluates external managers and third-party funds for client portfolios, with particular use of mutual funds and allocations to real estate strategies. The firm is not an active ESG investor, does not provide pension consulting, and does not operate as a multi-state adviser, indicating a local or regional advisory footprint and a planning-first client engagement model.

Assets & Accounts

Investments & Alternatives

Location & Offices