FINANCIAL PLANNING SERVICES, INC.

FINANCIAL PLANNING SERVICES, INC. of FORT LAUDERDALE, FL is an SEC-registered investment adviser (CRD 311146). Regulatory assets under management: $20.0M.

Registration

• CRD: 311146
• SEC file number: 801-119824
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 311146 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search