RIA Intel›Advisers›Minnesota›THE FINANCIAL PLANNING COMPANY OF MINNESOTA

THE FINANCIAL PLANNING COMPANY OF MINNESOTA

Advisory

MN

Data as of Jan 14, 2026 · Source: SEC Form ADV

Average account

$96K

across 300 accounts

AUM per adviser

$14M

2 advisers

Source: SEC Form ADV. Figures as filed Jan 14, 2026.

Total AUM

$29M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$29M

Discretionary AUM$29M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients91

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMN, NC

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

91 clients

6 high-net-worth

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

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Advisers of similar size in MN

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

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ADAM SMITH MANAGEMENT LLC

$30M

RELIASTAR INVESTMENT RESEARCH INC

MINNEAPOLIS, MN

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