Financial Planning Professionals, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$36,357,624
Total clients
77
0% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
77
Average account size
$472,177
About
Financial Planning Professionals provides discretionary asset management and comprehensive financial planning to a mix of high-net-worth individuals, pension and profit-sharing plans, corporations, trusts, estates and charitable organizations. In addition to advisory services billed as a percentage of assets under management, the firm also offers commissionable fixed insurance products and works with investment company and insurance-company clients.
The firm manages client assets through named global asset allocation model portfolios (conservative, moderately aggressive and aggressive) that emphasize ETFs and incorporate periodic market timing and reallocation rather than a pure buy-and-hold approach. Clients who engage financial planning receive a written plan and may separately elect to implement recommendations through the firm’s asset-management programs, which are billed and typically debited quarterly in advance.
Compared with many independent advisory boutiques, FPP is notable for serving investment-company and insurance-company clients while also maintaining insurance licenses and receiving commissions on fixed insurance sales, a potential conflict the brochure discloses. The firm, founded in 1993, routinely recommends Schwab custodial services, may debit advisory fees from client accounts, and may process client-directed asset transfers under standing instructions while meeting SEC conditions that avoid a surprise custody audit.
Client services
Expertise
Fee options
$0 - $500,000: 1.90% annually $500,001 - $1,000,000: 1.70% annually $1,000,001 - $1,500,000: 1.50% annually $1,500,001 - $2,000,000: 1.30% annually $2,000,001 - $4,000,000: 1.30% annually $4,000,001 - $6,000,000: 1.10% annually $6,000,001 - $8,000,000: 0.90% annually $8,000,001 - $12,000,000: 0.70% annually $12,000,001 - $15,000,000: 0.58% annually $15,000,001 - $20,000,000: 0.50% annually $20,000,001+: 0.48% annually
Fee-only: Comprehensive Financial Planning Services fees range from $800 to $5,000 based on income and net worth
Main office location
Financial Planning Professionals, Inc.
759 Sw Federal Highway, 200 E
Stuart FL 34994, United States
Number of offices
2
Most active in
Florida · Louisiana · New Jersey
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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