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FINANCIAL PLANNING ADVISORS INC.
CRD 121691
1122 PENN AVENUE, WYOMISSING, PA, 19610, United States
Phone
610-376-6334
Fax
610-376-6346
Registration
— (—)
Source
State registered
Total AUM
$105.0M
Discretionary AUM
$105.0M
Team
5 total employees; 2 advisory reps; 82 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-05
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 132 | $25.0M |
| High net worth individuals | 100 | $79.1M |
All web addresses on file
Official SEC filing: View on IAPD