# FINANCIAL PLANNING SERVICES, INC.

FINANCIAL PLANNING SERVICES, INC. of FORT LAUDERDALE, FL is an SEC-registered investment adviser.

## Registration

- CRD: 311146
- Type: SEC-registered investment adviser
- SEC file number: 801-119824
- Location: 2400 EAST COMMERCIAL BOULEVARD, SUITE 706, FORT LAUDERDALE, FL, 33308
- Phone: 954-526-8339
- Latest filing: 2026-06-17
- Regulatory AUM: $20.0M
- Discretionary AUM: $20.0M
- Clients: 2
- Accounts: 22

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (3)

| Name | Role | Location |
| --- | --- | --- |
| Kelly Gene Burke | CEO; CEO/CCO | — |
| Kathleen Marie Pratt | CHIEF COMPLIANCE OFFICER | — |
| BURKE KELLY GENE | CEO/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/311146/brochure
- Similar advisers: https://search.stillhousedata.com/firm/311146/similar
- Related entities: https://search.stillhousedata.com/firm/311146/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/311146

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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.