This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- Fusion timber
- Established Date
- 12-10-1998
- Office Locations
- 1
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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Platform
Services
Technology
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%
Prime timber
Harbor prime
- CRD
- #51907
- Ownership
- 28.2%
Showing 2 of 3 owners & executives
Unlock allContacts
Maxwell Alexander Bigler
--
- CRD
- #7663984
CHRISTIAN PARKER CARLETON
--
- CRD
- #7842346
Bridge harbor
Element insight bridge
- CRD
- #69118
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 |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $610,600,630
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $758,384,816 | 46.3% |
| Cash | $171,987,917 | 10.5% |
| Equity - Exchange | $707,607,432 | 43.2% |
| Total | $1,637,980,165 | 100.0% |