$29.9M Total AUM
$29.9M Disc. AUM
-- 3Y CAGR
2 Employees
73 ADV. Clients
27 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 03-19-1999
- Office Locations
- 1
Office Locations
300 Ozark Trail Drive, STE 215 Ellisville MO
About Financial Planning Associates, Inc.
Financial Planning Associates, Inc. is a retail RIA in Ellisville, MO providing financial, tax, estate, and business-succession planning alongside investment management. The firm emphasizes asset allocation and risk management, using ETFs as a core vehicle. Serves business owners and supports its process with tools such as Black Diamond and iRebal; custody includes Charles Schwab.
Team overview
72 AVG AGE
$29.9M AVG AUM / ADVISOR
$409.9K AVG AUM / CLIENT
9.3 yrs AVG TENURE
2 Employees
1 Advisory Reps
1 RIA Reps
27yrs Firm Age
Insights
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Asset Classes
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Client Personas
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Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
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Services
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Technology
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Owner & Executives
CARL DWAYNE GOODIN
Investment Advisor, President
- CRD
- #1346311
- Ownership
- 75% or more
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $29,921,925 | -- |
| Non-Discretionary | $0 | -- |
| Total | $29,921,925 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Other:
Available Public Funds:
Available U.S. Government/Agency:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Other | Available | Available |
| Public Funds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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