# Financial Planning Center

Financial Planning Center is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/charles-schwab-financial-planning-center

## Regulatory record

- **CRD number:** 148660
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148660

## About

FINANCIAL PLANNING CENTER is a state-registered investment adviser in AMHERST, NY. The firm manages approximately $19 million in regulatory assets. It has 1 employee and 1 investment adviser.

## Related profiles

- [Willenbrock Financial Planning](https://altss.com/profile/willenbrock-financial-planning)
- [Christopher A. Gaun, CFE, CPA](https://altss.com/profile/christopher-a-gaun-cfe-cpa)

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Last updated: 2026-06-03T20:00:00.000Z

Canonical page: https://altss.com/profile/financial-planning-center

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