Financial Planning Services, Inc.
Firm details
- Headquarters
- Fort Lauderdale, Florida
- CRD number
- 311146
- Registered since
- September 22, 2020
- Custodians
- CHARLES SCHWAB & CO., INC.
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- HNWI90%
- Individuals10%
- Services
- Financial PlanningPortfolio Management for Individuals
Firm profile
FINTRXOverview
Financial Planning Services, Inc. is an independent registered investment adviser that provides financial planning and portfolio management primarily to individuals and small businesses. The firm is organized as a corporation, is owned by an individual, and has been SEC-registered since 2020. Its advisory model blends ongoing asset-based relationships with project work billed hourly or via fixed fees, reflecting a mix of retainer and AUM-based revenue. The practice is not positioned as an allocator or pension consultant, and it does not identify as an active ESG investor.
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 Funds60%
- Exchange Traded Equities20%
- US Government Bonds10%
- Cash & Cash Equivalents10%
Owners & executives
1 of 1Kathleen Pratt
Chief Compliance OfficerCRD 7896010
Contacts
1 of 1
Kelly Burke
Managing PartnerCRD 2768537
Wealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Fort Lauderdale, FL
Broward
Location
Fort Lauderdale, FL
Headquartered in Fort Lauderdale, 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
- Broward
- Address
- 2400 E Commercial Blvd
- Time zone
- ET (UTC-5)
- Office locations
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