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Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 12-10-1998
- Office Locations
- 2
Office Locations
About Financial Plans & Strategies, Inc.
Financial Plans & Strategies is an Indiana-based RIA providing data-driven financial planning and ongoing portfolio management for individuals and families, with guidance across retirement, investment, and education planning. The firm follows an assess–plan–manage process and emphasizes client education through a learning center. Portfolios primarily use public funds with selective ETF exposure, and custody includes Charles Schwab and Altruist.
Reported data analysis
What the numbers show
Between November 24, 2025 and July 29, 2026, reported AUM increased 32.6%, from $460.5M to $610.6M.
Across 5 reported observations, AUM decreased 1.6% between December 8, 2022 and July 29, 2026, from $620.3M to $610.6M.
Of the latest reported AUM, 98.5% is discretionary and 1.5% is non-discretionary.
The firm reports 5 advisory representatives and 1,081 clients, or 216.2 clients per representative. That equates to $564.8K in reported AUM per client.
The profile lists 2 reported office locations and 27 years in operation. The source data was last updated on July 29, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Industry Interests
- Investment Themes
- Investment Vehicles
- Platform
- Services
- Technology
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The full Financial Plans & Strategies, Inc. record includes the detailed values behind these data categories, along with filters and export-ready prospecting fields.
Owner & Executives
MAGGIE LYNN MEINERS
Chief Operating Officer, Investment Advisor Representative
- CRD
- #4822892
- Ownership
- 50% but less than 75%
BAUER W SCHMELTZ
Investment Advisor Representative
- CRD
- #6641786
- Ownership
- 25% but less than 50%
Showing 2 of 3 owners & executives
Unlock allContacts
Maxwell Alexander Bigler
Financial Advisor, Junior Advisor
- CRD
- #7663984
GRANT T NAILOR
Financial Advisor
- CRD
- #7969831
Showing 2 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $601,364,644 | $560,452 |
| Non-Discretionary | $9,235,986 | $1,154,498 |
| Total | $610,600,630 | $564,848 |
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Separately Managed Accounts
SMA allocation detail is available
Financial Plans & Strategies, Inc. has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.