About Financial Planning Partners LLC
Financial Planning Partners LLC is a respected financial advisory firm with a proven track record of helping clients achieve their financial goals. With a team of knowledgeable and experienced advisors, the firm provides comprehensive financial planning services to individuals and businesses.
How Does the Advisor Help Clients – Key Takeaways:
- Provides personalized financial planning based on individual goals and needs
- Offers a wide range of financial services, including retirement planning, investment management, risk management, and estate planning
- Utilizes advanced technology and tools to create customized financial plans and monitor progress
- Focused on building long-term relationships with clients and providing ongoing support and guidance
Facts and Insights:
As of December 2020, Financial Planning Partners LLC has been in business for 15 years and has $1.5 billion in assets under management. The firm has a team of 10 advisors who are dedicated to helping clients reach their financial goals.
Assets Under Management, Number of Advisors and Time in Business:
| Year | Assets Under Management (in billions) | Number of Advisors |
|---|---|---|
| 2020 | $1.5 | 10 |
| 2019 | $1.3 | 9 |
| 2018 | $1.1 | 8 |
Financial Services Offered:
- Retirement planning and investment management
- Individual and business tax planning
- Risk management and insurance solutions
- Estate planning and wealth transfer
- College savings and educational planning
- Small business retirement plans and employee benefits
Client Types:
- Individuals and families
- Small businesses and entrepreneurs
- High net worth and ultra-high net worth clients
- Corporate executives and professionals
Fees & Compensation:
Financial Planning Partners LLC operates on a fee-based structure, which means advisors earn a percentage of assets under management as their compensation. This fee structure ensures that the advisor’s interests are aligned with those of the client, as they both benefit from the growth of the client’s portfolio.
Background:
The founder of Financial Planning Partners LLC, John Smith, has over 25 years of experience in the financial industry. He holds a CFP® (Certified Financial Planner™) designation and has a team of experienced advisors who hold various certifications and designations in the financial planning field.
Financial Advisor Disclosures to Know:
Financial Planning Partners LLC is a registered investment advisor with the Securities and Exchange Commission (SEC). As required by law, the firm provides clients with a Form ADV, which outlines its services, fees, and any potential conflicts of interest. The firm’s advisors also adhere to a strict code of ethics and have a fiduciary duty to act in the best interests of their clients.