Financial Planning Services is an SEC registered investment adviser organized as a sole proprietorship with a primary office location in Fort Wayne, IN. Its latest Form ADV filing, dated March 17, 2026, reports $213M in regulatory assets under management, 7 employees, and 1,067 accounts.
Assets Under Management
$213M
Employees
7
Offices
--
Total Clients
489
Primary office
FORT WAYNE, IN
6920 POINTE INVERNESS WAY, STE 170, FORT WAYNE, IN, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Fixed fees
Sources checked May 14, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.9% of total clients.
Top client categories% of clientsClients
1
Individuals
86.9%
425
2
HNWI
11.9%
58
3
Charitable
0.8%
4
4
Corporations
0.4%
2
Categories with <5 clients
Charitable Organizations<5 clients
Corporations or other businesses not listed above<5 clients
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$213Mas of March 17, 2026
Discretionary99.7%
$212M
100% of total RAUM99.7%
Non-discretionary0.3%
$552K
0% of total RAUM0.3%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$213M
Total Accounts1,067
10Y AUM Change+$98M (+84.8%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees7
Clients per Employee70:1
10Y Employee Change+3 (+75.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.