FINANCIAL PLANNING ADVISORS, INC.

FINANCIAL PLANNING ADVISORS, INC. of ALTON, IL is an SEC-registered investment adviser (CRD 122625). Regulatory assets under management: $37.4M.

Registration

• CRD: 122625
• SEC file number: 801-67497
• Type: Registered investment adviser
• Location: 1600 WASHINGTON AVENUE, ALTON, IL, 62002
• Phone: 618-474-0000
• Latest filing: 2026-03-12
• Regulatory AUM: $37.4M
• Discretionary AUM: $37.2M
• Non-discretionary AUM: $269K
• Clients: 1
• Accounts: 403

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth, Charities.

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 122625 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search