CRD: 311146
Financial Planning Services, Inc.
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- 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
Investment Vehicles
Services
Owner & Executives
KELLY GENE BURKE
Chief Compliance Officer, Chief Executive Officer, Managing Member, Partner
- CRD
- #2768537
- Ownership
- 75% or more
KATHLEEN MARIE PRATT
Chief Compliance Officer
- CRD
- --
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $20,000,000 | $444,785 |
| Non-Discretionary | $0 | -- |
| Total | $20,000,000 | $444,785 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $20,000,000
| 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% |