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FINANCIAL PLANNING SOLUTIONS, INC.

CRD 134760

Visit website

2784 GATEWAY ROAD, SUITE 102, CARLSBAD, CA, 92009, United States

Phone

760-929-1180

Fax

760-929-1185

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

1 total employees; 1 advisory reps; 115 broker-dealer reps

Clients

101-250

Fees

Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-03-13

Disciplinary history

No

Services

Financial planning

All web addresses on file

Official SEC filing: View on IAPD