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FINANCIAL PLANNING SOLUTIONS, INC.
CRD 134760
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