FINANCIAL PLANS & STRATEGIES, INC.

GREENWOOD, Indiana·5 registered advisors·CRD# 123793
SEC# 801-1072061317-882-7675
01

Firm Overview

AUM
$550M
Regulatory assets under management
Employees
5
Total firm employees
Advisors
5
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Commissions
03

Specialties

Financial PlanningInvestment Management
04

Advisors at FINANCIAL PLANS & STRATEGIES, INC.

5 registered advisors
Bauer W Schmeltz
GREENWOOD, Indiana
Evan James Stout
GREENWOOD, Indiana
Lara Karmel Desotel
GREENWOOD, Indiana
Maggie Lynn Meiners
GREENWOOD, Indiana
Michael Joseph Meiners
GREENWOOD, Indiana
05

Office Locations

GREENWOOD, Indiana
5 advisors

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Data sourced from SEC Form ADV filings. FINANCIAL PLANS & STRATEGIES, INC. (CRD# 123793) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.