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Financial Planning Analysts
FINANCIAL PLANNING ANALYSTS, LLC is an SEC-registered investment adviser in MELVILLE, NY. The firm manages approximately $26 million in regulatory assets.
Overview
FINANCIAL PLANNING ANALYSTS, LLC is an SEC-registered investment adviser in MELVILLE, NY. The firm manages approximately $26 million in regulatory assets. It has 1 employee and 1 investment adviser.
General information
Firm type
RIA
Frequently asked questions
Is Financial Planning Analysts a fiduciary?
As an SEC-registered investment advisor, Financial Planning Analysts is bound by the Investment Advisers Act of 1940 to act as a fiduciary. This means it must put client interests ahead of its own.
How is Financial Planning Analysts regulated?
The firm is registered with the U.S. Securities and Exchange Commission (SEC) as an RIA. Public disclosures include its Form ADV filing, which is available through the SEC's Investment Adviser Public Disclosure database.
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