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FINANCIAL PLANNING SERVICES, INC.
CRD 311146 · SEC 801-119824
2400 EAST COMMERCIAL BOULEVARD, SUITE 706, FORT LAUDERDALE, FL, 33308, United States
Phone
954-526-8339
Fax
754-551-2668
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$20.0M
Discretionary AUM
$20.0M
Team
2 total employees; 1 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-06-17
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 15 | $2.0M |
| High net worth individuals | 2 | $18.0M |
States served
NC, FL
Official SEC filing: View on IAPD