RIA Intel›Advisers›Illinois›FINANCIAL PLANNING RESOURCES,LLC

FINANCIAL PLANNING RESOURCES,LLC

Advisory

IL

Data as of Feb 3, 2015 · Source: SEC Form ADV

Rank in IL

#1,654

of 1,719 advisers by AUM

Average account

$667K

across 3 accounts

AUM per adviser

$2M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 3, 2015.

Total AUM

$2M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$2M

Discretionary AUM$0

Non-Discretionary AUM$2M

Discretionary %0%

Total Clients—

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InIL

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

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

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Advisers of similar size in IL

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

DALE CHARLES MALEY

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$2M

ACCOUNTANTS WEALTH MANAGEMENT GROUP LLC

$2M

ARDOR INVESTMENT MANAGEMENT CONSULTING, LTD.

$2M

NEW HORIZON WEALTH PLANNING, LLC

$2M

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