Financial Planning Services, Inc.
Financial Planning Services, Inc. is an SEC-registered ria in Fort Lauderdale, FL with $20.0M assets under management (AUM, regulatory AUM), -86% over one year. See who owns Financial Planning Services, Inc.: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 311146, SEC 801-119824, data through 2026-06-17.
- AUM (assets under management / regulatory AUM)
- $20.0M (2026-06-17)
- Firm type
- Ria
- Location
- Fort Lauderdale, FL
- Employees
- 2
- Clients
- 17
- CRD
- 311146
- Ownership
- BURKE, KELLY, GENE; Pratt, Kathleen, Marie
How much AUM does Financial Planning Services, Inc. have?
Financial Planning Services, Inc. reported $20.0M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-06-17).
Who owns Financial Planning Services, Inc.?
Disclosed owners and executives of Financial Planning Services, Inc. include BURKE, KELLY, GENE, Pratt, Kathleen, Marie. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.