Falists
← Back to search

FINANCIAL PLANNING CONSULTANTS

FINANCIAL PLANNING COUNSELORS, INC

CRD 137502

Visit website

1450 FRAZEE ROAD, SUITE 308, SAN DIEGO, CA, 92108-4344, United States

Phone

619-291-7974

Fax

619-291-3752

Registration

— (—)

Source

State registered

Total AUM

Discretionary AUM

Team

3 total employees; 3 advisory reps; 2 broker-dealer reps

Clients

1-10

Fees

Hourly charges; Fixed fees

Org form

Corporation

Filing date

2026-04-02

Disciplinary history

No

Services

Financial planning

All web addresses on file

Official SEC filing: View on IAPD