W Wellspent
Get matched
For advisors Get matched
Wellspent public graph/Firms/Financial Planning Associates, Inc.

Financial Planning Associates, Inc.

Ellisville, Missouri

Fee-only

Financial Planning Associates, Inc. at a glance

  • One of 136 fee-only firms based in Missouri in the Wellspent graph.
  • 1 advisor is listed here, who holds the CFP.
  • Its Form ADV reports 2 employees and 59 individual clients, 20 of them high net worth.
  • Its average account is about $686,000 (assets it manages divided by its 44 accounts).

Fee-only advisors in Missouri · What fee-only advisors charge in Missouri

Facts

Based inEllisville, Missouri
Websitefpai.net
Email[email protected]
Phone(636) 527-5010

Questions about Financial Planning Associates, Inc.

How many advisors does Financial Planning Associates, Inc. have in the Wellspent public graph?

The Wellspent public graph lists 1 advisor at Financial Planning Associates, Inc..

What is the average account at Financial Planning Associates, Inc.?

Financial Planning Associates, Inc.'s average account is about $686,000. That's the assets on its Form ADV divided by its 44 accounts.

Financial Planning Associates, Inc. fees

Financial Planning Associates, Inc. doesn't publish its prices on its website, or we couldn't confirm them word for word. Ask for its Form ADV Part 2A, which must describe its fees.

For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.

What its SEC filing says

Paid byPercentage of assets · Hourly · Fixed fees
Assets managed$30 million
Individual clients39
High-net-worth clients20
Accounts managed44
Employees2
Planning clients26-50
Financial planningOffered
Form ADV filedAugust 3, 2026
SEC recordCRD 117987

Advisors at this firm (1)

Other fee-only firms in Missouri

Fee-only advisors in Missouri