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FINANCIAL PLANNING ADVISORS INC.

Advisory

WYOMISSING, PA

Data as of Mar 5, 2026 · Source: SEC Form ADV

Rank in PA

#853

of 1,528 advisers by AUM

Average account

$269K

across 390 accounts

AUM per adviser

$53M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 5, 2026.

Total AUM

$105M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

5

Assets Under Management

Total AUM$105M

Discretionary AUM$105M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients232

Team

Total Employees5

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InPA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

232 clients

100 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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