SEC Form ADV

FINANCIAL PLANS & STRATEGIES, INC.

Registered Investment AdviserIN
$610.6M
Assets Under Management
12
Employees
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Registration Details

Accession
crd-123793
Location
GREENWOOD, IN
Filing Date
March 6, 2026
AUM
$610.6M
Employees
12
Amendment
No

Client Types

IndividualsHNW Individuals

About this Adviser

FINANCIAL PLANS & STRATEGIES, INC. is a registered investment adviser headquartered in GREENWOOD, IN, managing approximately $610.6M in assets. This data is sourced from the SEC's EDGAR database via Form ADV.