$28.9M Total AUM
$28.9M Disc. AUM
-- 3Y CAGR
2 Employees
97 ADV. Clients
10 yrs Firm Age
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist ยท Betterment
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-04-2016
- Office Locations
- 2
Office Locations
-- Hutchinson MN
-- Waconia MN
About THE Financial Planning Co.
The Financial Planning Co. is a Minnesota-based retail RIA providing financial planning and investment management for individuals and families, including tax, estate, retirement, insurance, and business succession planning. The firm emphasizes active asset allocation and risk management, with portfolios that lean heavily on ETFs. Custody includes platforms such as Altruist and Betterment, and it participates in networks like Zoe Financial.
Team overview
-- AVG AGE
$14.5M AVG AUM / ADVISOR
$298.2K AVG AUM / CLIENT
7.2 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
10yrs Firm Age
Insights
Available
Available
Available
Available
Available
Available
Available
Available
Asset Classes
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
LUKE DAVID DEBOER
Financial Planner, Owner
- CRD
- #5696562
- Ownership
- 75% or more
Available
Available
Available
Showing 1 of 1 owners & executives
Unlock allContacts
A
Andrew Kalenberg
--
- CRD
- #7594438
Available
Available
Available
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $28,923,000 | -- |
| Non-Discretionary | $0 | -- |
| Total | $28,923,000 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
Equity - Exchange:
Available Equity - OTC:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Equity - OTC | Available | Available |
| Total | Available | Available |
Continue browsing