Financial Plans & Strategies, Inc.
Financial Plans & Strategies, Inc. is an SEC-registered mass-market adviser in Greenwood, IN with $610.6M assets under management (AUM, regulatory AUM), +33% over one year. See who owns Financial Plans & Strategies, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 123793, SEC 801-107206, data through 2026-03-06.
- AUM (assets under management / regulatory AUM)
- $610.6M (2026-03-06)
- Firm type
- Mass-Market Adviser
- Location
- Greenwood, IN
- Employees
- 12
- Clients
- 1,081
- CRD
- 123793
- Ownership
- MEINERS, MICHAEL, JOSEPH; DESOTEL, LARA, KARMEL; MEINERS, MAGGIE, LYNN; STOUT, EVAN, JAMES; SCHMELTZ, BAUER, W
How much AUM does Financial Plans & Strategies, Inc. have?
Financial Plans & Strategies, Inc. reported $610.6M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-06).
Who owns Financial Plans & Strategies, Inc.?
Disclosed owners and executives of Financial Plans & Strategies, Inc. include MEINERS, MICHAEL, JOSEPH, DESOTEL, LARA, KARMEL, MEINERS, MAGGIE, LYNN, STOUT, EVAN, JAMES, SCHMELTZ, BAUER, W. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.