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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-14-1997
- Office Locations
- 1
Office Locations
About Financial Planning Concepts, Inc.
Financial Planning Concepts, Inc. (IOU Advice) is an independent RIA providing integrated financial planning and portfolio management for retail clients. The firm emphasizes objective, conflict-aware guidance with a strong focus on controlling investment costs and aligning fees to avoid incentives that can undermine risk management. Founded in 1997 by Jeff Muhle, CFP®, CFA, and custodied at Schwab.
Reported data analysis
What the numbers show
Of the latest reported AUM, 63.6% is discretionary and 36.4% is non-discretionary.
The firm reports 1 advisory representatives and 20 clients, or 20 clients per representative. That equates to $1.1M in reported AUM per client.
The profile lists 1 reported office location and 29 years in operation. The source data was last updated on January 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Custodian
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Financial Planning Concepts, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
JEFFREY JAY MUHLE
President
- CRD
- #2861830
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,000,000 | -- |
| Non-Discretionary | $8,000,000 | -- |
| Total | $22,000,000 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Financial Planning Concepts, Inc. has reported separately managed account data across 7 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.