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| Keyboard |
| 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) |
| Fees | |
| Minimum | |
| 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 |
| Firm Profile (Form ADV) | |
|---|---|
| Discretionary AUM | $0.2B |
| Serves | Retail |
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|---|---|---|
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|
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Red Lighthouse Investment Management LLC
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Mulholland Wealth Advisors LLC
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|
Financial Security Management Inc
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|
Inlet Private Wealth LLC
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|
Drexel Morgan & Co
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PA | 607.0 M |
|
Caldwell Sutter Capital Inc
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|
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|
Atlantic Edge Private Wealth Management LLC
✚
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604.3 M |