# Financial Planning And Information Services

Financial Planning And Information Services is an Asset Manager based in De Pere, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** De Pere, United States
- **Region:** North America
- **Address:** De Pere, WI, United States
- **Founded:** 1985
- **Assets under management:** Undisclosed
- **Website:** thefinplangroup.com
- **LinkedIn:** https://www.linkedin.com/company/financial-planning-and-information-services-inc

## Regulatory record

- **Reports private funds:** No

## About

Founded in 1985 and headquartered in De Pere, Wisconsin, the firm has built its practice around a fee-only, fiduciary model that explicitly avoids commission-based product sales. The firm serves individuals and high-net-worth clients on a discretionary basis, though it does not publicly disclose any named principals. The strategy spans financial planning, retirement planning, investment management, tax preparation, and estate and insurance concepts. The firm highlights an advisory approach rooted in continuous access and adaptation to client life events, rather than transactional product placement. It manages client assets on a discretionary basis, but no specific portfolio companies, fund structures, or co-investment vehicles are identified in public disclosures. The geographic footprint is concentrated in Wisconsin, with no additional offices disclosed. No team size, total deployment, or AUM figures are publicly available. The firm references a team-based approach, describing its services as drawing on combined expertise to produce well-rounded financial plans. No adjacent vehicles, philanthropic foundations, or external club memberships are disclosed. In the absence of dated operational events from the last 24 months, recent activity remains unverifiable. Structurally, the firm differentiates through its steadfast fee-only fiduciary posture — a model that, while common in parts of the RIA space, contrasts sharply with the commission-driven wealth management shops that still dominate much of the Midwest.

## Sectors

- Wealth Management
- Retirement Planning
- Investment Advice
- Investment Management
- Tax Planning and Preparation
- Estate Planning
- Insurance Concepts
- Education Planning

## Questions

### Does Financial Planning And Information Services operate as a fiduciary?

Yes. The firm states on its website that it earns trust through a commitment to a fiduciary standard of care and unbiased advice. It also states it does not sell commission-based products, instead using a fee-only approach to hold clients' interests first.

### What services does the firm provide?

The firm lists its main focus areas as financial planning, retirement planning, investment advice and management, tax planning and preparation, estate planning and insurance concepts, and education planning. It serves individuals and high-net-worth individuals on a discretionary basis.

### Who runs investment decisions at Financial Planning And Information Services?

No named principals or investment committee members are publicly disclosed on the firm's website. The firm describes a team-based model where multiple professionals collaborate on client services, but individual decision-makers are not identified.

### How does the firm charge for its services?

The firm is fee-only and explicitly states it does not sell commission-based products. It describes this approach as the best solution for most individuals because it keeps the clients' interests first, in line with its fiduciary standard of care.

## Related profiles

- [Financial Holding Group](https://altss.com/profile/financial-holding-group)
- [Financière Arbevel](https://altss.com/profile/financiere-arbevel)

---

Last updated: 2026-08-11T02:43:31.692Z

Canonical page: https://altss.com/profile/financial-planning-and-information-services

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology