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FINANCIAL PLANS & STRATEGIES, INC.

CRD 123793 · SEC 801-107206

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375 N. MADISON AVENUE, GREENWOOD, IN, 46142-3636, United States

Phone

317-882-7675

Fax

317-882-5981

Registration

Registered (APPROVED)

Source

SEC registered

Total AUM

$610.6M

Discretionary AUM

$601.4M

Team

12 total employees; 5 advisory reps

Clients

More than 500

Fees

Percentage of AUM; Hourly charges; Fixed fees; Commissions

Org form

Corporation

Filing date

2026-03-06

Disciplinary history

No

Services

Financial planningPortfolio management (individuals)

Client types

TypeClientsAUM
Individuals896$208.0M
High net worth individuals185$402.6M

States served

AZ, CO, GA, IL, IN, KY, MI, OH, SC, WA, TX, FL

All web addresses on file

Official SEC filing: View on IAPD