FINANCIAL PLANNING ASSOCIATES, INC.

FINANCIAL PLANNING ASSOCIATES, INC. of ELLISVILLE, MO is an SEC-registered investment adviser (CRD 117987). Regulatory assets under management: $30.2M.

Registration

• CRD: 117987
• Type: Registered investment adviser
• Location: 300 OZARK TRAIL DRIVE, STE 215, ELLISVILLE, MO, 63011
• Phone: 636-527-5010
• Latest filing: 2026-08-03
• Regulatory AUM: $30.2M
• Discretionary AUM: $30.2M
• Clients: 2
• Accounts: 44

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 117987 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search