THE FINANCIAL PLANNING CENTER, LLC

THE FINANCIAL PLANNING CENTER, LLC is an SEC-registered investment adviser (CRD 332155). Regulatory assets under management: $27.3M.

Registration

• CRD: 332155
• Type: Registered investment adviser
• Phone: 908-264-2631
• Latest filing: 2026-03-20
• Regulatory AUM: $27.3M
• Discretionary AUM: $26.3M
• Non-discretionary AUM: $1.1M
• Clients: 1
• Accounts: 98

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 332155 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search