FINANCIAL PLANNING SERVICES, INC.
CRD #311146 SEC #801-119824 FORT LAUDERDALE, FL 954-526-8339
SEC Registered
Total AUM
$145M
Discretionary
$145M
Employees
2
Clients
51
Accounts
326
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Apr 2025 | $145M | $145M | $0 | 2 | 5 |
| Feb 2024 | $137M | $137M | $0 | 1 | 5 |
| Mar 2023 | $132.5M | $132.5M | $0 | 1 | 5 |
| Mar 2022 | $160M | $160M | $0 | 1 | 0 |
| Jun 2021 | $150M | $150M | $0 | 1 | 0 |
| Mar 2021 | $150M | $150M | $0 | 1 | 0 |
| Feb 2021 | $141.5M | $141.5M | $0 | 1 | 0 |
| Oct 2020 | $141.5M | $141.5M | $0 | 1 | 0 |
DateApr 2025
Total AUM$145M
Discretionary$145M
Non-Disc.$0
Employees2
Clients5
DateFeb 2024
Total AUM$137M
Discretionary$137M
Non-Disc.$0
Employees1
Clients5
DateMar 2023
Total AUM$132.5M
Discretionary$132.5M
Non-Disc.$0
Employees1
Clients5
DateMar 2022
Total AUM$160M
Discretionary$160M
Non-Disc.$0
Employees1
Clients0
DateJun 2021
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees1
Clients0
DateMar 2021
Total AUM$150M
Discretionary$150M
Non-Disc.$0
Employees1
Clients0
DateFeb 2021
Total AUM$141.5M
Discretionary$141.5M
Non-Disc.$0
Employees1
Clients0
DateOct 2020
Total AUM$141.5M
Discretionary$141.5M
Non-Disc.$0
Employees1
Clients0