Financial Planning Professionals, Inc.
Firm details
- Headquarters
- Stuart, Florida
- CRD number
- 125319
- Website
- fpprofessionals.com
- Custodians
- CHARLES SCHWAB & CO., INC., PROTECTIVE
- Fee structure
- Percentage of AUM, Fixed Fees
- Client types
- Individuals70.61%
- HNWI29.39%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Planning Professionals, Inc. is a privately owned, independent registered investment adviser organized as a corporation. The firm focuses on individual and family clients and provides comprehensive financial planning alongside portfolio management for individuals and small businesses. It also conducts insurance brokerage activities, indicating a blended advisory and insurance distribution model. Compensation is primarily through a percentage-of-AUM fee schedule and fixed fees. The firm is state-registered in Florida, Louisiana and New Jersey.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds100%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Stuart, FL
Martin
Location
Stuart, FL
Headquartered in Stuart, FL, anchoring the Miami-Port St. Lucie-Fort Lauderdale, FL metro in the South.
- Metro area
- Miami-Port St. Lucie-Fort Lauderdale, FL
- Region
- South
- County
- Martin
- Address
- 759 Sw Federal Hwy
- Time zone
- ET (UTC-5)
- Office locations
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