F
$17.0M Total AUM
$17.0M Disc. AUM
-- 3Y CAGR
1 Employees
22 ADV. Clients
21 yrs Firm Age
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-23-2005
- Office Locations
- 1
Office Locations
-- Indialantic FL
About Financial Planning & Management, LLC
Financial Planning & Management, LLC is a Florida-based RIA providing ongoing financial planning, retirement planning (including small business and individual retirement plan setup for business owners), investment management with risk-based allocation and monitoring, and life insurance planning. Portfolios are largely implemented with ETFs, and Charles Schwab is a primary custodian.
Team overview
50 AVG AGE
$17.0M AVG AUM / ADVISOR
$770.9K AVG AUM / CLIENT
21.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
21yrs Firm Age
Insights
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Client Personas
Horizon catalyst
Custodian
Frontier insight Alpha
Fund Managers
Oak
Services
Meridian Delta Quantum legacy Oak harbor
Owner & Executives
CHAD C SHOULTZ
CERTIFIED FINANCIAL PLANNER Professional, President
- CRD
- #3085949
- Ownership
- 75% or more
(238) 830-8448
ember.pioneer@frontiercapital.com
in linkedin.com/in/summit-vertex
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $16,958,866 | -- |
| Non-Discretionary | $0 | -- |
| Total | $16,958,866 | -- |
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Separately Managed Accounts
Total SMA Asset: $16,958,866
Equity - Exchange:
25.3% Cash:
23.1% Corporate - Investment Grade:
17.2% U.S. Government/Agency:
13.3% Municipal Bonds:
21.1% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $451,768,870 | 25.3% |
| Cash | $412,484,621 | 23.1% |
| Corporate - Investment Grade | $307,131,406 | 17.2% |
| U.S. Government/Agency | $237,491,145 | 13.3% |
| Municipal Bonds | $376,771,667 | 21.1% |
| Total | $1,785,647,709 | 100.0% |