The Financial Planning Center, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$27,340,924
Total clients
49
31% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
49
Average account size
$557,978
About
The Financial Planning Center, LLC is a small independent registered investment adviser that serves individuals, families, business owners/executives, and a range of other client types. The firm provides discretionary and non‑discretionary portfolio management along with comprehensive financial planning services, including estate, tax, risk management, retirement income, and business continuation planning.
The firm develops personal investment policies through client interviews and an investment‑objective questionnaire and employs fundamental, technical, and cyclical analysis to inform portfolio construction. It delivers written financial plans using technology, provides periodic consolidated reporting (including for assets not managed by the firm), and acts as a fiduciary for retirement accounts with regular account reviews.
Notably, the firm’s advisory representatives are also licensed insurance agents and may offer fixed life, disability, long‑term care, fixed annuity, and health insurance products, receiving normal commissions when acting in that capacity; the brochure discloses this potential conflict and states that less than 20% of advisor time is spent on these non‑advisory activities and that clients are under no obligation to purchase insurance. The firm also recommends a specific custodian and uses that custodian’s trading and reporting platform and acknowledges that client brokerage may be used to obtain research and other services that benefit the firm, which is disclosed as a potential conflict of interest.
Client services
Expertise
Occupation focus
Fee options
Fixed financial planning fees ranging from $1,000 to $10,000
$0 - $249,999: 1.50% $250,000 - $499,999: 1.35% $500,000 - $749,999: 1.25% $750,000 - $999,999: 1.00% $1,000,000 - $1,999,999: 0.75% $2,000,000+: 0.50%
$100 to $275 per hour for financial planning services
Main office location
The Financial Planning Center, LLC
Hackettstown NJ, United States
Number of offices
1
Most active in
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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