$212.6M Total AUM
$212.1M Disc. AUM
-- 3Y CAGR
7 Employees
497 ADV. Clients
24 yrs Firm Age
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- Custodian
- Fidelity/NFS ยท Pershing
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-19-2002
- Office Locations
- 1
Office Locations
6920 Pointe Inverness WAY STE 170 Fort Wayne IN
About Financial Planning Services
Financial Planning Services is a Fort Wayne, IN advisory team providing personalized financial planning and ongoing investment strategy implementation and monitoring for families and entrepreneurs. The firm emphasizes face-to-face planning, a best-interest approach, and investor education through regular client events. Technology includes eMoney; custody via Fidelity/NFS and Pershing.
Team overview
36 AVG AGE
$30.4M AVG AUM / ADVISOR
$427.8K AVG AUM / CLIENT
6.7 yrs AVG TENURE
7 Employees
7 Advisory Reps
7 RIA Reps
24yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Platform
Available
Services
Available
Technology
Available
Owner & Executives
JACOB AARON SCHMIDT
Chief Compliance Officer, Owner
- CRD
- #5940697
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
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A
ANDREW PAUL BARNES
--
- CRD
- #7912490
Available
Available
Available
NOAH ARTHUR BUEHNER
Paraplanner
- CRD
- #6106073
Available
Available
Available
Showing 2 of 7 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $212,076,760 | $200,451 |
| Non-Discretionary | $552,471 | $61,386 |
| Total | $212,629,231 | $199,278 |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available Equity - Exchange:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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