Financial Planning Associates

Overview

Financial Planning Associates is a sole-proprietor independent RIA that serves individual and family clients. The firm operates as a fee-for-service planner, using hourly billing and other non-asset-based charge models rather than a traditional AUM-driven advisory setup. Its stated advisory activities emphasize financial planning and the selection of third-party advisers, and it functions as a capital allocator by directing client capital to external managers rather than primarily running in-house discretionary sleeves. The firm is not classified as an active ESG investor, is not presented as a multi-state adviser, and does not identify as a pension consultant or related-adviser network.

Assets & Accounts

Investments & Alternatives

Location & Offices