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FINANCIAL PLANS & STRATEGIES, INC.

Tel: 317-882-7675
375 N. Madison Avenue
Greenwood, Indiana  46142-3636

About FINANCIAL PLANS & STRATEGIES, INC.

FINANCIAL PLANS & STRATEGIES, INC. is a Greenwood, Indiana based financial advisory firm with nearly $620,257,856 in assets under management and provides investment advisory services for 1686 clients. There are currently 6 financial advisors at the firm.


General Information

Firm CRD#:   123793
SEC#:   801-107206
Assets under Management:   $620,257,856
No. of Clients:   1686
No. of Advisors:   6
Advisory Services Provided:   Financial Planning, Portfolio Management for Individuals
Fee Structure:   A percentage of AUM, Hourly charges, Fixed fees

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