Financial Planning Advisors, Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$37,392,053
Clients
225
Advisors
1
of 1 employees
About
Financial Planning Advisors, Inc. provides comprehensive financial planning and investment advisory services to a mix of individuals, trusts and estates, corporate profit‑sharing plans, small businesses, charitable organizations, foundations and endowments. Services described in the brochure include written financial plans, ongoing portfolio positioning and discretionary management of mutual funds, ETFs, individual securities and other assets.
The firm’s approach blends fundamental and technical analysis with tactical asset‑allocation models to produce personalized investment positioning and periodic reviews, with the ability to implement discretionary trading and rebalancing consistent with client objectives. It also uses sub‑advisory relationships for specialized tactical portfolios and relies on independent custodians for account custody and reporting.
Noteworthy for an independent adviser of its type, the firm manages a relatively large client base per advisor while continuing to serve corporate and charitable clients—client types that are less commonly served by similarly sized independent firms. The brochure also discloses periodic public seminars and workshops, fixed‑fee project engagements, a defined Aggressive Trading Account Strategy and coordination of insurance product recommendations through licensed advisors, which together broaden its service mix compared with many peers.
Client services
Expertise
Fee options
Fixed fee agreements for financial planning and investment advisory services, reviewed annually; fees are generally non-negotiable
$0 - $500,000: 1.50% annually $500,000 - $750,000: 1.25% annually $750,000 - $3,000,000: 1.00% annually $3,000,000 - $10,000,000: 0.75% annually $10,000,000+: 0.50% annually
$200 per hour for financial planning and consulting
Account minimum: $250,000 Fee-only: Financial planning hourly rate of $200 per hour; fixed fee agreements also available, reviewed annually
Main office
1600 Washington Ave
Alton IL 62002
Advisors at this office
1
Most active in
Illinois · Missouri · Nevada · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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