# FINANCIAL PLANNING ASSOCIATES, INC.

FINANCIAL PLANNING ASSOCIATES, INC. of ELLISVILLE, MO is an SEC-registered investment adviser.

## Registration

- CRD: 117987
- Type: SEC-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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117987/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117987/similar
- Related entities: https://search.stillhousedata.com/firm/117987/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117987

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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.