FINANCIAL PLANNING SERVICES

FINANCIAL PLANNING SERVICES of THE WOODLANDS, TX is an SEC-registered investment adviser (CRD 114822). Regulatory assets under management: $106.0M.

Registration

• CRD: 114822
• SEC file number: 801-66675
• Type: Registered investment adviser
• Location: 2002 TIMBERLOCH PL., STE. 200, THE WOODLANDS, TX, 77380
• Phone: 281-363-1680
• Latest filing: 2026-01-02
• Regulatory AUM: $106.0M
• Discretionary AUM: $106.0M
• Clients: 1
• Accounts: 44

Business model

Compensation: % of AUM.

Clients served: Individuals, High net worth.

Officers, owners & control persons (1)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 114822 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search