FINANCIAL PLANNING SERVICES, INC.

Overview

Financial Planning Services, Inc. operates as an independent registered investment advisor (RIA) and focuses on providing financial planning and portfolio management services primarily for individuals and families. Founded in 2020, the firm is structured as a corporation and is owned by an individual. It does not engage in capital allocation and is not classified as a multi-state adviser. The firm employs a fee structure that includes a percentage of assets under management (AUM), hourly charges, and fixed fees, allowing flexibility in how clients are billed for services.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices