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FINANCIAL PLANNING SERVICES, INC.

FORT LAUDERDALE, FL · CRD 311146 · IAPD ↗ · 954-526-8339

$20.0MRegulatory AUM
1Advisory reps
2Employees
0Clients
11-25Planning clients
0Private funds
2States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
July 2026 — FINANCIAL PLANNING SERVICES, INC. reported RAUM down 86% ($145.0M -> $20.0M).
Regulatory AUM down >=25% since last filing.
M&A & valuationRecruiting & transitions
45
April 2025 — FINANCIAL PLANNING SERVICES, INC. moved its main office from CHARLOTTE, NC to FORT LAUDERDALE, FL.
Main office moved to a different city or state.
Office IT & facilitiesMarketing & brand

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