FINANCIAL PLANNING ADVISORS INC.

FINANCIAL PLANNING ADVISORS INC. of WYOMISSING, PA is an SEC-registered investment adviser (CRD 121691). Regulatory assets under management: $105.0M.

Registration

• CRD: 121691
• Type: Registered investment adviser
• Location: 1122 PENN AVENUE, WYOMISSING, PA, 19610
• Phone: 610-376-6334
• Latest filing: 2026-03-05
• Regulatory AUM: $105.0M
• Discretionary AUM: $105.0M
• Clients: 5
• Accounts: 390

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 121691 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search