# FINANCIAL PLANNING ASSOCIATES, INC.

FINANCIAL PLANNING ASSOCIATES, INC. of TARRYTOWN, NY is an SEC-registered investment adviser.

## Registration

- CRD: 112357
- Type: SEC-registered investment adviser
- SEC file number: 801-66586
- Location: 777 OLD SAW MILL RIVER ROAD SUITE 240, TARRYTOWN, NY, 10591
- Phone: 914-347-8800
- Latest filing: 2011-03-04
- Regulatory AUM: $58.8M
- Discretionary AUM: $55.5M
- Non-discretionary AUM: $3.4M
- Clients: 6
- Accounts: 463

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| RACHLIN JEFFREY | PRESIDENT | — |
| GAUL JAMES CARL | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/112357/brochure
- Similar advisers: https://search.stillhousedata.com/firm/112357/similar
- Related entities: https://search.stillhousedata.com/firm/112357/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/112357

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.