FINANCIAL PLANNING CONSULTANTS, LLC

Overview

Financial Planning Consultants, LLC is a privately held limited liability company that functions as a hybrid advisory and service provider. The firm bills itself as a capital allocator and offers core financial planning services plus the selection of third‑party advisers. It also operates as an insurance broker and provides accounting services, and its reported industry relationships include affiliations with a broker‑dealer, another investment adviser, an insurance company and accounting services. Compensation is reported as a percentage of AUM and other fee arrangements. The firm is not flagged as an active ESG investor, is not a multi‑state adviser, and does not identify as a pension consultant or related adviser.

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Location & Offices