FINANCIAL PLANNING STRATEGIES, LLC

FINANCIAL PLANNING STRATEGIES, LLC of COLORADO SPRINGS, CO is an SEC-registered investment adviser (CRD 116228). Regulatory assets under management: $86.5M.

Registration

• CRD: 116228
• Type: Registered investment adviser
• Location: 6645 DELMONICO BLVD, COLORADO SPRINGS, CO, 80919
• Phone: 719-266-5335
• Latest filing: 2026-03-11
• Regulatory AUM: $86.5M
• Non-discretionary AUM: $86.5M
• Clients: 2
• Accounts: 136

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 116228 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search