CRD: 121691
Financial Planning Advisors Inc.
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- Custodian
- LPL Financial · PNC · SEI
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 03-24-1988
- Office Locations
- 1
Office Locations
About Financial Planning Advisors Inc.
Financial Planning Advisors Inc. is a Pennsylvania-based hybrid RIA serving individuals and families with goal-based financial planning and tailored investment strategies across life transitions. The firm focuses on understanding risk tolerance, portfolio construction, and ongoing guidance, with implementation centered on asset allocation using public funds plus mutual funds/ETFs and fixed income. Custody available via LPL Financial and SEI.
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Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
ELIZABETH MARY GALLEN MASTROMARINO
Managing Director, President
- CRD
- #1298196
- Ownership
- Less than 5%
Showing 1 of 1 owners & executives
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ALEX JAMES PATTERSON
--
- CRD
- #5819447
Showing 1 of 2 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $105,011,173 | -- |
| Non-Discretionary | $0 | -- |
| Total | $105,011,173 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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