$22.0M Total AUM
$14.0M Disc. AUM
-- 3Y CAGR
1 Employees
20 ADV. Clients
29 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-14-1997
- Office Locations
- 1
Office Locations
-- Manhattan Beach CA
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.
Team overview
-- AVG AGE
$22.0M AVG AUM / ADVISOR
$1.1M AVG AUM / CLIENT
29 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
29yrs Firm Age
Insights
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Asset Classes
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Custodian
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Investment Themes
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Investment Vehicles
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Platform
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Services
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Technology
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Owner & Executives
J
JEFFREY JAY MUHLE
President
- CRD
- #2861830
- 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 | $14,000,000 | -- |
| Non-Discretionary | $8,000,000 | -- |
| Total | $22,000,000 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Cash:
Available Corporate - Investment Grade:
Available Corporate - Non-Investment Grade:
Available Equity - OTC:
Available U.S. Government/Agency:
Available Sovereign Bonds:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Corporate - Non-Investment Grade | Available | Available |
| Equity - OTC | Available | Available |
| U.S. Government/Agency | Available | Available |
| Sovereign Bonds | Available | Available |
| Total | Available | Available |
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