FINANCIAL PLANNING SERVICES is a Fort Wayne, Indiana based financial advisory firm with nearly $153,393,473 in assets under management and provides investment advisory services for 872 clients. There are currently 5 financial advisors at the firm.
General Information |
| Firm CRD#: | 121034 | |
| SEC#: | 801-123630 | |
| Assets under Management: | $153,393,473 | |
| No. of Clients: | 872 | |
| No. of Advisors: | 5 | |
| Advisory Services Provided: | Financial planning services, Portfolio management for individuals and/or small businesses, Education seminars/workshops | |
| Fee Structure: | A percentage of AUM, Fixed fees |
| Financial Advisory Firm | Firm CRD# | SEC# | No. of Clients | No. of Advisors | AUM |
| CREATIVE FINANCIAL DESIGNS, INC. | 109032 | 801-60153 | 12377 | 152 | $2,082,130,980 |
| INVST, LLC | 282863 | 801-107265 | 5139 | 62 | $1,347,246,943 |
| BEDEL FINANCIAL CONSULTING INC | 105653 | 801-34764 | 4806 | 25 | $2,137,382,356 |
| PHILLIPS FINANCIAL | 131344 | 801-63343 | 2853 | 32 | $2,057,903,619 |
| WEALTH ADVISORS GROUP | 122050 | 801-69787 | 2672 | 13 | $995,850,684 |
| PETTINGA FINANCIAL ADVISORS, LLC | 156369 | 801-72154 | 2120 | 10 | $1,002,465,901 |
| SHEAFF BROCK INVESTMENT ADVISORS, LLC | 118739 | 801-60978 | 1998 | 25 | $1,350,940,663 |
| ELSER FINANCIAL PLANNING, INC. | 143311 | 801-80871 | 1661 | 12 | $2,004,775,922 |
| LJI WEALTH MANAGEMENT, LLC | 145399 | 801-77820 | 1613 | 13 | $1,071,025,683 |
| WOODLEY FARRA | 107660 | 801-50387 | 1375 | 13 | $1,799,035,421 |
| WALLINGTON ASSET MANAGEMENT | 143360 | 801-67613 | 839 | 16 | $1,050,668,660 |
| AXIA ADVISORY | 107571 | 801-42110 | 181 | 6 | $1,516,521,001 |
| BAXTER CAPITAL MANAGEMENT INC | 105123 | 801-14659 | 15 | 3 | $2,342,392,629 |
| EVERENCE CAPITAL MANAGEMENT, INC. | 105675 | 801-36323 | 8 | 11 | $2,454,782,653 |
| CERES PARTNERS, LLC | 290937 | 801-114192 | 5 | 21 | $1,601,250,305 |