FINANCIAL PLANNING SERVICES

FINANCIAL PLANNING SERVICES of MERCHANTVILLE, NJ is an SEC-registered investment adviser (CRD 129129). Regulatory assets under management: $48.5M.

Registration

• CRD: 129129
• Type: Registered investment adviser
• Location: 1 W. WALNUT AVE, MERCHANTVILLE, NJ, 08109
• Phone: 856-663-7011
• Latest filing: 2025-05-06
• Regulatory AUM: $48.5M
• Non-discretionary AUM: $48.5M
• Clients: 2
• Accounts: 28

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 129129 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search