FINANCIAL PLANNING PROFESSIONALS, INC.

FINANCIAL PLANNING PROFESSIONALS, INC. of STUART, FL is an SEC-registered investment adviser (CRD 125319). Regulatory assets under management: $36.4M.

Registration

• CRD: 125319
• SEC file number: 801-68686
• Type: Registered investment adviser
• Location: 759 SW FEDERAL HIGHWAY, STUART, FL, 34994
• Phone: 772-229-9003
• Latest filing: 2026-03-06
• Regulatory AUM: $36.4M
• Discretionary AUM: $36.4M
• Clients: 1
• Accounts: 177

Business model

Compensation: % of AUM, Hourly, Fixed.

Clients served: Individuals, High net worth.

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 125319 on SEC IAPD (source of record)
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