F
CRD: 131832
Financial Planning Partners
Leawood, KS, 66209
9139121185
$54.4M Total AUM
$54.4M Disc. AUM
-- 3Y CAGR
1 Employees
71 ADV. Clients
19 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท John Hancock
- Clients
- Retail
- Platforms
- --
- Established Date
- 02-28-2007
- Office Locations
- 1
Office Locations
13401 Mission RD Suite 203a Leawood KS
About Financial Planning Partners
Financial Planning Partners is a Leawood-based RIA. The firm has been operating for 19 years. Managing $54.4M in total assets under management, with 1 advisory representatives. They custody assets with Fidelity/NFS and John Hancock. Services offered include Asset Management, Financial Planning, Insurance.
Team overview
-- AVG AGE
$54.4M AVG AUM / ADVISOR
$766.4K AVG AUM / CLIENT
19.3 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
19yrs Firm Age
Insights
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Asset Classes
Pathway fusion
Client Personas
Eagle quantum
Investment Themes
Catalyst
Investment Vehicles
Ridge eagle
Services
Delta matrix Horizon Oak legacy Signal
Owner & Executives
S
STEPHEN DEWEY GODFREY III
Chief Compliance Officer, PRINCIPAL
- CRD
- #1866559
- Ownership
- 75% or more
(804) 879-7253
capital.bridge@signalcapital.com
in linkedin.com/in/capital-radial
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $54,416,126 | -- |
| Non-Discretionary | $0 | -- |
| Total | $54,416,126 | -- |
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Separately Managed Accounts
Total SMA Asset: $54,416,126
Public Funds:
46.8% Cash:
12.1% Equity - Exchange:
11.4% U.S. Government/Agency:
29.7% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $3,151,869,907 | 46.8% |
| Cash | $814,906,536 | 12.1% |
| Equity - Exchange | $767,763,182 | 11.4% |
| U.S. Government/Agency | $2,000,225,133 | 29.7% |
| Total | $6,734,764,758 | 100.0% |