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FINANCIAL PLANNING PROFESSIONALS, INC.
CRD 125319 · SEC 801-68686
759 SW FEDERAL HIGHWAY, 200E, STUART, FL, 34994, United States
Phone
772-229-9003
Fax
—
Registration
— (—)
Source
State registered
Total AUM
$36.4M
Discretionary AUM
$36.4M
Team
1 total employees; 1 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-06
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 77 | $32.4M |
| Insurance companies | 34 | $4.0M |
All web addresses on file
Official SEC filing: View on IAPD