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| Financial Plans & Strategies Inc
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|
|
|---|---|
| CRD # | 123793 |
| SEC # | 801-107206 |
| CIK # | |
| AUM | $610.6 M (2026-03-06) |
| Employees | 12 (42% Investors, 0% Brokers) |
| Phone | 317-882-7675 |
| Address | 375 N Madison Avenue Greenwood, IN 46142-3636 |
| Source | [IAPD] [Website] [LinkedIn] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 896 | 208.0 |
| (b) Individuals (high net worth individuals) | 185 | 402.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 0 | 0.0 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 1,081 | 610.6 |
| By Discretionary | ||
| Discretionary | 1,073 | 601.4 |
| Non-Discretionary | 8 | 9.2 |
| Total | 1,081 | 610.6 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 610.6 | |
| Total | 1,081 | 610.6 |
| Comparable Firms | State | AUM ($B) |
|---|---|---|
|
Meritas Wealth Management LLC
✚
|
CA | 0.6 |
|
FMB Wealth Management
✚
|
CA | 0.6 |
|
Wolff Financial Management LLC
✚
|
MI | 0.6 |
|
Red Lighthouse Investment Management LLC
✚
|
0.6 | |
|
Mulholland Wealth Advisors LLC
✚
|
AZ | 0.6 |
|
Financial Security Management Inc
✚
|
CO | 0.6 |
|
Inlet Private Wealth LLC
✚
|
FL | 0.6 |
|
Drexel Morgan & Co
✚
|
PA | 0.6 |
|
Caldwell Sutter Capital Inc
✚
|
CA | 0.6 |
|
Atlantic Edge Private Wealth Management LLC
✚
|
0.6 |