CRD: 125319
Financial Planning Professionals, Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 10-08-2004
- Office Locations
- 1
Office Locations
About Financial Planning Professionals, Inc.
Financial Planning Professionals, Inc. is a Stuart-based RIA. The firm has been operating for 21 years. Managing $36.4M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company.
Reported data analysis
What the numbers show
Between May 31, 2011 and March 20, 2012, reported AUM decreased 12.9%, from $28.6M to $24.9M.
Of the latest reported AUM, 78.1% is discretionary and 21.9% is non-discretionary.
The firm reports 1 advisory representatives and 111 clients, or 111 clients per representative. That equates to $327.5K in reported AUM per client.
The profile lists 1 reported office location and 21 years in operation. The source data was last updated on March 6, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
EDWARD JOSEPH HARRINGTON JR
Chief Compliance Officer
- CRD
- #1430437
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $36,357,624 | $176,579 |
| Non-Discretionary | $0 | $194,430 |
| Total | $36,357,624 | $180,201 |
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Separately Managed Accounts
SMA allocation detail is available
Financial Planning Professionals, Inc. has reported separately managed account data across 1 asset class. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.