Financial Planning Services

Retirement Planning Firm in Fort Wayne, IN

Firm Info
Address: 919 S Harrison St # 101, Fort Wayne, IN 46802, USA
Website:
Phone: (260) 426-2222

Firm Size
Assets Under Management: $160 million
# of Advisors: 1
# of Clients: 310
Client to Advisor Ratio: 310:1
Average Account Size: $516,129
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Financial Planning Services, Inc. Overview

Financial Planning Services, Inc is an investment advisory firm based in Charlotte, NC. Established in 2020, the firm has quickly made a name for itself in the industry for its fee-only arrangement. As a result, clients can trust that the firm's recommendations are unbiased and not influenced by commissions or hidden fees. As an investment advice-only firm, Financial Planning Services offers a range of services to its clients. These services include financial planning and portfolio management for individuals and small businesses. Whether a client needs help with retirement planning, college savings, or asset allocation, Financial Planning Services has the expertise to help them achieve their goals. At Financial Planning Services, the team of advisors work diligently with clients to clearly define their financial objectives. Once defined, the team develops a personalized investment strategy that aligns with these objectives and is tailored to each client's unique risk tolerance. The result is a financial plan that maximizes clients' investment returns while minimizing their exposure to risk. Overall, Financial Planning Services, Inc is an investment advisory firm that puts clients' interests first. Whether you are an individual or a small business, the team at Financial Planning Services has the expertise to help you achieve your financial goals. With a commitment to transparency and a fee-only arrangement, clients can trust that the firm's recommendations are always in their best interest.

Financial Planning Services, Inc. caters to a wide range of clients, serving both individuals and high net worth individuals alike. They offer a variety of fee structures depending on the service provided, ensuring clients receive the financial planning assistance they need at a price that fits their budget. Whether managing an investment portfolio or providing comprehensive financial planning services, Financial Planning Services, Inc. is dedicated to helping clients achieve their financial goals. When it comes to fee structures, Financial Planning Services, Inc. offers several options. For those with a larger investment portfolio, the firm offers a percentage of AUM fee structure, which means the fee is calculated as a percentage of the assets under management. This structure provides an incentive for the firm to provide better returns and helps ensure that clients' investments are aligned with their goals. For services that aren't tied to investments, such as tax planning, the firm offers hourly rates to ensure clients only pay for the time spent on their specific needs. For comprehensive financial planning, the firm offers fixed fees, which provides clients with transparency and predictability in their costs. Regardless of the fee structure chosen, Financial Planning Services, Inc. is committed to helping clients make informed financial decisions that meet their unique needs.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure note for Financial Planning Services, Inc. states that they do not require a minimum dollar amount to open or maintain an advisory account. However, they reserve the right to terminate an account if it falls below their minimum size. The brochure does not provide an exact amount for their investment minimum.

How This Office Can Help Fort Wayne, IN Residents

Financial Planning Services is a company that assists clients in Fort Wayne, IN in various financial situations. With a team of professional financial advisors, they offer personalized financial planning services to help individuals and families achieve their financial goals. The company provides comprehensive financial planning, investment management, retirement planning, and estate planning services to help clients build and protect their wealth. Many people in Fort Wayne, IN may face financial challenges such as managing debt and expenses, saving for retirement, and planning for the future. Additionally, others may need assistance in managing their investments to ensure they are aligned with their financial goals. Financial Planning Services can help clients navigate these challenges and develop a customized plan that meets their unique needs. By working with a financial advisor, residents of Fort Wayne, IN can confidently manage their finances and secure their financial future.

To view the Minimum Investment and Fee Schedule for Financial Planning Services, Inc., visit their Part 2 Brochure.

Services Offered by Financial Planning Services, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Financial Planning Services, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 919 S Harrison St # 101, Fort Wayne, IN 46802, USA
Phone (260) 426-2222
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 6100 FAIRVIEW ROAD, SUITE 230, CHARLOTTE, NC 28210, United States

This firm has no other locations.

State Registrations

Financial Planning Services, Inc. is registered to service clients in the following states:

  • California
  • Florida
  • North Carolina

Disciplinary History

Financial Planning Services, Inc. does not have any disclosures. Please visit it's Form ADV for more details.