FORT LAUDERDALE, FLCRD 311146Latest ADV April 1, 2025
Financial Planning Services, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Fort Lauderdale, FL. Its latest Form ADV filing, dated April 1, 2025, reports $145M in regulatory assets under management, 2 employees, 1 office, and 326 accounts.
Assets Under Management
$145M
Employees
2
Offices
1 office
Total Clients
127
Primary office
FORT LAUDERDALE, FL
2400 EAST COMMERCIAL BOULEVARD, SUITE 706, FORT LAUDERDALE, FL, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 17, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 65.4% of total clients.
Top client categories% of clientsClients
1
Individuals
65.4%
83
2
HNWI
34.6%
44
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$145Mas of April 1, 2025
Discretionary100.0%
$145M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$145M
Total Accounts326
10Y AUM Change+$4M (+2.5%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees2
Clients per Employee64:1
10Y Employee Change+1 (+100.0%)
* 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.