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FINANCIAL PLANNING SERVICES, INC.
Tel: 704-643-5000
15720 Brixham Hill Ave Ste 300
Charlotte, North Carolina 28277
FINANCIAL PLANNING SERVICES, INC.
FINANCIAL PLANNING SERVICES, INC. is a Charlotte, North Carolina based financial advisory firm with nearly $137,000,000 in assets under management and provides investment advisory services for 318 clients. There are currently 1 financial advisors at the firm.
General Information
Advisory Services Provided:
Financial planning services , Portfolio management for individuals and/or small businesses
Fee Structure:
A percentage of AUM, Hourly charges, Fixed fees
Firm CRD#:
311146
SEC#:
801-119824
No. of Clients:
318
Assets under Management
$137,000,000
No. of Advisors:
1
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