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FINANCIAL PLANNING ASSOCIATES, LLC
CRD 159404 · SEC 801-79162
399 KNOLLWOOD ROAD, SUITE 113, WHITE PLAINS, NY, 10603, United States
Phone
(914) 997-9229 X13
Fax
(914) 997-2139
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$74.7M
Discretionary AUM
$74.7M
Team
1 total employees; 1 advisory reps
Clients
1-10
Fees
Percentage of AUM; Hourly charges; 3RD PARTY ADVISER FEE SHARE
Org form
Limited Liability Company
Filing date
2026-03-29
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 26 | $9.7M |
| High net worth individuals | 33 | $64.6M |
| Pension/profit sharing plans | 1 | $417K |
States served
NJ, NY, TX, NH, CT, FL
All web addresses on file
Official SEC filing: View on IAPD