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SMARTPLAN INVESTING
FINANCIAL PLANNING COUNSELORS, INC.
CRD 141977
14255 US HIGHWAY 1, SUITE 240, JUNO BEACH, FL, 33408, United States
Phone
561-744-9516
Fax
—
Registration
— (—)
Source
State registered
Total AUM
—
Discretionary AUM
—
Team
4 total employees; 2 advisory reps; 249 broker-dealer reps
Clients
1-10
Fees
CO-ADVISOR FEES
Org form
Corporation
Filing date
2026-03-30
Disciplinary history
No
Services
Financial planningEducational seminarsINVESTMENT CONSULTING & MONITORING
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 249 | — |
All web addresses on file
- https://www.facebook.com/americandreamexperience
- HTTP://WWW.SMARTPLANINVESTING.COM
- https://www.facebook.com/groups/356066204579344
- https://www.youtube.com/channel/UCWF4PxxUpzG5oXRp-GQq0ug?view_as=subscriber
- HTTP://WWW.THEINVESTORCOACH.COM
- https://www.linkedin.com/company/smartplan-investing/
- https://www.instagram.com/smartplaninvesting/
Official SEC filing: View on IAPD