RIA Intel›Advisers›California›FINANCIAL PLANNING CONCEPTS, INC.

FINANCIAL PLANNING CONCEPTS, INC.

Advisory

CA

Data as of Jan 8, 2026 · Source: SEC Form ADV

Rank in CA

#4,208

of 5,480 advisers by AUM

Average account

$1M

across 19 accounts

AUM per adviser

$22M

1 advisers

Source: SEC Form ADV. Figures as filed Jan 8, 2026.

Total AUM

$22M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$22M

Discretionary AUM$14M

Non-Discretionary AUM$8M

Discretionary %63.6%

Total Clients9

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCA

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

9 clients

9 high-net-worth

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

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