Investment adviser · CRD 126411
FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.
Investment adviser filing (IA)
WEST PALM BEACH, FL, United States · Form ADV filed Mar 28, 2025
- Regulatory AUM
- $155M Form ADV · Item 5.F
- Client accounts
- 321 Accounts, not individual clients
- Employees
- 2 Reported in this filing
- Advisory professionals
- 1 Investment advisory functions
Who they report serving
Form ADV · Item 5.DClient types and their share of reported regulatory assets.
| Client type | Clients | Regulatory assets | Share of AUM |
|---|---|---|---|
| Individuals | 279 | $75,335,305 | 48.5% |
| High-net-worth individuals | 42 | $75,328,489 | 48.4% |
| Retirement plans | Fewer than 5 | $4,817,214 | 3.1% |
Filing source
Form ADV 1954752 · Mar 28, 2025 · Item 5.D
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.
Private funds & service providers
0 Private fundsThe count excludes feeder funds. Funds in the latest filing appear first, ordered by reported gross assets. Earlier funds retain their last reported values.
This filing answers No to private funds.
Services & filing details
Most recent filing: Mar 28, 2025. View historical filings
Reported services
Financial planning · Individual portfolio management
Compensation
Percentage of assets · Hourly · Fixed
Principal office
340 COLUMBIA TURNPIKE, SUITE 108WEST PALM BEACH, FL, 33409, United States
CRD 126411
Filing source
Form ADV 1954752 · Mar 28, 2025 · Items 1 & 5
Official IAPD profile (latest public filing). Values are the most recently reported in our imported data; the public profile may show a newer filing.