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FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.

WEST PALM BEACH, FL · CRD 126411 · IAPD ↗ · fpcamerica.com · 718-667-5050

$155.5MRegulatory AUM
1Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
3States
1Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
December 2025 — FINANCIAL PLANNING CONCEPTS OF AMERICA, INC. (WEST PALM BEACH, FL) left the SEC roster (was $155.5M RAUM, 1 reps).
Firm dropped off the SEC roster: closed, merged, fell below $100M and moved to state registration, or a 120-day provisional registration lapsed.
Recruiting & transitionsM&A & valuation

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.