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How does the advisor help clients – Key Takeaways:
FINANCIAL PLANNING ASSOCIATES, INC. offers personalized financial planning and investment management services to help clients achieve their financial goals. Their team of experienced advisors provides clients with expert guidance and support throughout the process.
Facts and Insights:
According to publicly available information, Financial Planning Associates, Inc. has been in business for 25 years and currently has 10 advisors managing $500 million in client assets. This demonstrates their stability and experience in the financial industry.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $500 million | 10 | 25 years |
Financial Services Offered:
- Personalized financial planning
- Investment management
- Retirement planning
- Estate planning
- Tax planning
Client Types:
Financial Planning Associates, Inc. works with a diverse range of clients, including individuals, families, and small business owners. Their services are tailored to each client’s unique needs and goals.
Fees & Compensation:
Financial Planning Associates, Inc. charges a fee based on a percentage of assets under management. This fee structure aligns their interests with those of their clients, as they only make money when their clients’ investments perform well. They do not receive commissions for selling specific products, ensuring that their advice is unbiased and in the best interest of their clients.
Background:
Founded in 1996, Financial Planning Associates, Inc. has grown to become a reputable and trusted financial advisory firm. Their team of advisors has a wealth of experience and expertise in the industry, allowing them to provide top-notch financial advice and services to their clients.
Financial Advisor Disclosures to Know:
As a registered investment advisor, Financial Planning Associates, Inc. is legally required to disclose any potential conflicts of interest and information about their disciplinary history. The firm holds themselves to high ethical standards and strives to maintain transparency and open communication with their clients.