FINANCIAL PLANNING PROFESSIONALS, INC.

Overview

Financial Planning Professionals, Inc. is an independent registered investment adviser structured as a corporation and owned by an individual. The firm focuses on financial planning and portfolio management for individuals, families and small-business clients, and also operates as an insurance broker. Its fee models are flexible—charging a percentage of assets under management, hourly fees and fixed fees depending on the engagement. Investment strategy is equity-centric: the firm’s reported preference is for exchange-traded equities and it manages its client portfolios with that bias. It serves both individual/family and institutional clients, but does not position itself as a capital allocator to outside managers. The firm is not an active ESG investor and currently is not registered as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices