CRD: 311146
Financial Planning Services, Inc.
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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- SummitPioneer frontier +more
- Established Date
- 09-01-2020
- Office Locations
- 1
Office Locations
About Financial Planning Services, Inc.
Financial Planning Services, Inc. is a Fort Lauderdale, FL RIA delivering goal-based financial planning and discretionary asset management, with investment tax planning, estate planning, and insurance services. Serving retail clients including entrepreneurs, the team emphasizes risk-managed asset allocation and active management using ETFs, mutual funds, and fixed income. Portfolio management is led by Wesley Mattox (Chief Technical Strategist/Portfolio Manager) and custody is at Schwab and TD Ameritrade.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
Owner & Executives
KELLY GENE BURKE
Chief Compliance Officer, Chief Executive Officer, Managing Member, Partner
- CRD
- #2768537
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $145,000,000 | $444,785 |
| Non-Discretionary | $0 | -- |
| Total | $145,000,000 | $444,785 |
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Separately Managed Accounts
Total SMA Asset: $145,000,000
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,462,261,900 | 27.6% |
| Equity - Exchange | $572,189,439 | 10.8% |
| Cash | $1,101,994,476 | 20.8% |
| U.S. Government/Agency | $2,161,604,549 | 40.8% |
| Total | $5,298,050,364 | 100.0% |