← Back to searchVisit website
FINANCIAL PLANNING ADVISORS, INC.
CRD 122625 · SEC 801-67497
1600 WASHINGTON AVENUE, ALTON, IL, 62002, United States
Phone
618-474-0000
Fax
618-433-9404
Registration
— (—)
Source
State registered
Total AUM
$37.4M
Discretionary AUM
$37.2M
Team
1 total employees; 1 advisory reps; 17 broker-dealer reps
Clients
101-250
Fees
Percentage of AUM; Hourly charges; Fixed fees
Org form
Corporation
Filing date
2026-03-12
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisersEducational seminars
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 219 | $30.4M |
| High net worth individuals | 6 | $7.0M |
| Charitable organizations | 1 | $23K |
| Corporations/business entities | 2 | $16K |
All web addresses on file
Official SEC filing: View on IAPD