F
CRD: 159404
Financial Planning Associates, LLC
$74.7M Total AUM
$74.7M Disc. AUM
11.9% 3Y CAGR
1 Employees
60 ADV. Clients
14 yrs Firm Age
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- Custodian
- Assetmark ยท Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 01-11-2012
- Office Locations
- 1
Office Locations
399 Knollwood Road Suite 113 White Plains NY
About Financial Planning Associates, LLC
Financial Planning Associates, LLC is an independent SEC-registered RIA providing comprehensive financial planning and investment management for individuals, families, and business owners. The firm operates as a fiduciary with transparent, client-paid fees. Portfolios are built primarily with public funds, including ETFs and government/municipal bonds, with custody via Charles Schwab and AssetMark.
Team overview
-- AVG AGE
$74.7M AVG AUM / ADVISOR
$1.2M AVG AUM / CLIENT
13.4 yrs AVG TENURE
1 Employees
1 Advisory Reps
0 RIA Reps
14yrs Firm Age
Insights
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Asset Classes
Matrix unison Momentum
Investment Themes
Focus prime Value wave
Investment Vehicles
Ember
Services
Prime crest Capital unison Fusion Harbor summit Atlas
Owner & Executives
A
ANTONIO ANGELO TADDEO
Chief Compliance Officer, Partner, President
- CRD
- #5110448
- Ownership
- 75% or more
(707) 719-8928
crest.meridian@matrixcapital.com
in linkedin.com/in/wave-summit
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $74,717,077 | $1,245,285 |
| Non-Discretionary | $0 | -- |
| Total | $74,717,077 | $1,245,285 |
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Separately Managed Accounts
Total SMA Asset: $74,717,077
Public Funds:
8.9% Equity - Exchange:
30.1% U.S. Government/Agency:
31.3% Municipal Bonds:
29.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $648,996,163 | 8.9% |
| Equity - Exchange | $2,194,919,607 | 30.1% |
| U.S. Government/Agency | $2,282,424,707 | 31.3% |
| Municipal Bonds | $2,165,751,240 | 29.7% |
| Total | $7,292,091,717 | 100.0% |