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Financial Planning Services, Inc.

● SEC registered since 2020CRD 311146SEC# 801-119824Fort Lauderdale, FL
Export (members)
Reg. AUM
$145M
Employees
2
Accounts
326
Location
Fort Lauderdale, FL

Financial Planning Services, Inc. assets under management

Financial Planning Services, Inc. operates as an SEC-registered investment adviser based in Fort Lauderdale, FL. The firm has been registered since 2020. It reports $145 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Financial Planning Services, Inc. owners & executives

1 reported
NameTitleOwnershipSince
Kelly Gene Burke ControlCeo/CcoOver 75%2020

Frequently asked questions

How much does Financial Planning Services, Inc. manage?

Financial Planning Services, Inc. reports $145 million in regulatory assets under management on its Form ADV.

How many employees does Financial Planning Services, Inc. have?

Financial Planning Services, Inc. reports 2 employees.

Where is Financial Planning Services, Inc. located?

Financial Planning Services, Inc. is based in Fort Lauderdale, FL and has been SEC-registered since 2020.

Does Financial Planning Services, Inc. disclose fund performance?

Financial Planning Services, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address2400 East Commercial Boulevard, Suite 706, Fort Lauderdale, FL 33308
Phone954-526-8339
Fax754-551-2668
Office hours9:00 a.m. To 5:00 p.m.
SEC regionMiami Regional Office (MIRO)
Discloses disciplinary historyNo

Assets under management

Discretionary$145M
Non-discretionary$0
Total (RAUM)$145M