Financial Planning Services
Financial Planning Services is an SEC-registered mass-market adviser in Fort Wayne, IN with $212.6M assets under management (AUM, regulatory AUM), +19% over one year. See who owns Financial Planning Services: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 121034, SEC 801-123630, data through 2026-03-17.
- AUM (assets under management / regulatory AUM)
- $212.6M (2026-03-17)
- Firm type
- Mass-Market Adviser
- Location
- Fort Wayne, IN
- Employees
- 7
- Clients
- 489
- CRD
- 121034
- Ownership
- SCHMIDT, JACOB, AARON
How much AUM does Financial Planning Services have?
Financial Planning Services reported $212.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-17).
Who owns Financial Planning Services?
Disclosed owners and executives of Financial Planning Services include SCHMIDT, JACOB, AARON. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.