RIA Intel›Advisers›Missouri›FINANCIAL PLANNING ASSOCIATES, INC.

FINANCIAL PLANNING ASSOCIATES, INC.

Advisory

ELLISVILLE, MO

Data as of Aug 3, 2026 · Source: SEC Form ADV

Average account
$686K
across 44 accounts
AUM per adviser
$30M
1 adviser

Source: SEC Form ADV. Figures as filed Aug 3, 2026.

Total AUM
$30M
Discretionary %
100%
Clients
59
Employees
2

State-registered adviser

Figures are from this firm’s most recent Form ADV. Growth rates, the AUM trend and peer ranking each need two or more filings to compare, so they are not available yet — they build up from here as new filings are made.

Assets Under Management
Total AUM$30M
Discretionary AUM$30M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients59
Team
Total Employees2
Investment Advisers1
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InMO, TX
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

Advisers of similar size in MO

Closest by assets under management. All figures from Form ADV.

FOUNDATIONS FINANCIAL PLANNING, LLC
$30M
SUMMER FIELDS INVESTMENTS, LLC
$30M
PARKE INVESTMENT MANAGEMENT, INC.
$31M
MACROVEX, LLC
$29M
CLARITY FINANCIAL, L.L.C.
COLUMBIA, MO
$29M
LUCKY MAN, LLC
$29M

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