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FINANCIAL PLANNING ASSOCIATES, INC.
CRD 117987
300 OZARK TRAIL DRIVE, STE 215, ELLISVILLE, MO, 63011, United States
Phone
636-527-5010
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$29.9M
Discretionary AUM
$29.9M
Team
2 total employees; 1 advisory reps; 14 broker-dealer reps
Clients
26-50
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-26
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 39 | $11.5M |
| High net worth individuals | 20 | $18.4M |
All web addresses on file
Official SEC filing: View on IAPD