CRD: 284440
THE Financial Planning Company
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Interactive Brokers
- Clients
- Retail
- Platforms
- Available
- Established Date
- 07-28-2016
- Office Locations
- 1
Office Locations
About THE Financial Planning Company
The Financial Planning Company is a fee-only RIA based in Royal Oak, MI serving individuals, families, and 401(k) plans nationwide. The firm provides evidence-based investment management with globally diversified, low-cost portfolios, systematic quarterly rebalancing, and tax-aware implementation (asset placement, loss harvesting, low-turnover trading). Financial planning is included, covering retirement, estate, education, and special needs planning. Custody is reported at Interactive Brokers.
Team overview
Insights
Asset Classes
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
BREWSTER RUEN SMITH
FOUNDER, President
- CRD
- #5684742
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $11,820,374 | -- |
| Non-Discretionary | $0 | -- |
| Total | $11,820,374 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Equity - Exchange | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
Continue browsing