FINANCIAL PLANS & STRATEGIES, INC.
CRD #123793 SEC #801-107206 GREENWOOD, IN 317-882-7675
SEC Registered
Total AUM
$460.5M
Discretionary
$460.5M
Employees
5
Clients
--
Accounts
827
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Nov 2025 | $460.5M | $460.5M | $0 | 5 | 0 |
| Mar 2025 | $460.5M | $460.5M | $0 | 5 | 0 |
| Feb 2025 | $549.9M | $543.3M | $6.5M | 5 | 0 |
| Feb 2025 | $549.9M | $543.3M | $6.5M | 5 | 0 |
| Nov 2024 | $549.9M | $543.3M | $6.5M | 5 | 0 |
| Nov 2024 | $549.9M | $543.3M | $6.5M | 5 | 0 |
| Jul 2024 | $549.9M | $543.3M | $6.5M | 5 | 0 |
| Jul 2024 | $549.9M | $543.3M | $6.5M | 5 | 0 |
| Jun 2024 | $549.9M | $543.3M | $6.5M | 5 | 0 |
| Mar 2024 | $549.9M | $543.3M | $6.5M | 5 | 0 |
| Mar 2024 | $549.9M | $543.3M | $6.5M | 5 | 0 |
| May 2023 | $431.3M | $425.9M | $5.4M | 6 | 0 |
| May 2023 | $431.3M | $425.9M | $5.4M | 6 | 0 |
| May 2023 | $431.3M | $425.9M | $5.4M | 6 | 0 |
| Mar 2023 | $431.3M | $425.9M | $5.4M | 6 | 0 |
| Dec 2022 | $620.3M | $609.1M | $11.1M | 6 | 0 |
| Mar 2022 | $620.3M | $609.1M | $11.1M | 6 | 0 |
| Mar 2021 | $500.2M | $489M | $11.2M | 6 | 4 |
| Jun 2020 | $430.3M | $415.5M | $14.8M | 10 | 1 |
| Feb 2020 | $430.3M | $415.5M | $14.8M | 10 | 1 |
| Feb 2020 | $430.3M | $415.5M | $14.8M | 10 | 1 |
| May 2019 | $365.8M | $356.9M | $8.9M | 5 | 0 |
| Mar 2019 | $365.8M | $356.9M | $8.9M | 5 | 0 |
| Mar 2018 | $411.5M | $8.6M | $403M | 4 | 0 |
| Dec 2017 | $308.5M | $304.2M | $4.3M | 9 | 0 |
| Mar 2017 | $308.5M | $304.2M | $4.3M | 9 | 1,100 |
| May 2016 | $186.7M | $185.2M | $1.5M | 5 | 500 |
| May 2016 | $186.7M | $185.2M | $1.5M | 5 | 500 |
| Jan 2016 | $186.7M | $185.2M | $1.5M | 4 | 500 |
DateNov 2025
Total AUM$460.5M
Discretionary$460.5M
Non-Disc.$0
Employees5
Clients0
DateMar 2025
Total AUM$460.5M
Discretionary$460.5M
Non-Disc.$0
Employees5
Clients0
DateFeb 2025
Total AUM$549.9M
Discretionary$543.3M
Non-Disc.$6.5M
Employees5
Clients0
DateFeb 2025
Total AUM$549.9M
Discretionary$543.3M
Non-Disc.$6.5M
Employees5
Clients0
DateNov 2024
Total AUM$549.9M
Discretionary$543.3M
Non-Disc.$6.5M
Employees5
Clients0
DateNov 2024
Total AUM$549.9M
Discretionary$543.3M
Non-Disc.$6.5M
Employees5
Clients0
DateJul 2024
Total AUM$549.9M
Discretionary$543.3M
Non-Disc.$6.5M
Employees5
Clients0
DateJul 2024
Total AUM$549.9M
Discretionary$543.3M
Non-Disc.$6.5M
Employees5
Clients0
DateJun 2024
Total AUM$549.9M
Discretionary$543.3M
Non-Disc.$6.5M
Employees5
Clients0
DateMar 2024
Total AUM$549.9M
Discretionary$543.3M
Non-Disc.$6.5M
Employees5
Clients0
DateMar 2024
Total AUM$549.9M
Discretionary$543.3M
Non-Disc.$6.5M
Employees5
Clients0
DateMay 2023
Total AUM$431.3M
Discretionary$425.9M
Non-Disc.$5.4M
Employees6
Clients0
DateMay 2023
Total AUM$431.3M
Discretionary$425.9M
Non-Disc.$5.4M
Employees6
Clients0
DateMay 2023
Total AUM$431.3M
Discretionary$425.9M
Non-Disc.$5.4M
Employees6
Clients0
DateMar 2023
Total AUM$431.3M
Discretionary$425.9M
Non-Disc.$5.4M
Employees6
Clients0
DateDec 2022
Total AUM$620.3M
Discretionary$609.1M
Non-Disc.$11.1M
Employees6
Clients0
DateMar 2022
Total AUM$620.3M
Discretionary$609.1M
Non-Disc.$11.1M
Employees6
Clients0
DateMar 2021
Total AUM$500.2M
Discretionary$489M
Non-Disc.$11.2M
Employees6
Clients4
DateJun 2020
Total AUM$430.3M
Discretionary$415.5M
Non-Disc.$14.8M
Employees10
Clients1
DateFeb 2020
Total AUM$430.3M
Discretionary$415.5M
Non-Disc.$14.8M
Employees10
Clients1
DateFeb 2020
Total AUM$430.3M
Discretionary$415.5M
Non-Disc.$14.8M
Employees10
Clients1
DateMay 2019
Total AUM$365.8M
Discretionary$356.9M
Non-Disc.$8.9M
Employees5
Clients0
DateMar 2019
Total AUM$365.8M
Discretionary$356.9M
Non-Disc.$8.9M
Employees5
Clients0
DateMar 2018
Total AUM$411.5M
Discretionary$8.6M
Non-Disc.$403M
Employees4
Clients0
DateDec 2017
Total AUM$308.5M
Discretionary$304.2M
Non-Disc.$4.3M
Employees9
Clients0
DateMar 2017
Total AUM$308.5M
Discretionary$304.2M
Non-Disc.$4.3M
Employees9
Clients1,100
DateMay 2016
Total AUM$186.7M
Discretionary$185.2M
Non-Disc.$1.5M
Employees5
Clients500
DateMay 2016
Total AUM$186.7M
Discretionary$185.2M
Non-Disc.$1.5M
Employees5
Clients500
DateJan 2016
Total AUM$186.7M
Discretionary$185.2M
Non-Disc.$1.5M
Employees4
Clients500