# Financial Planning Concepts, Inc.

Financial Planning Concepts, Inc. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 119168
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/119168

## About

FINANCIAL PLANNING CONCEPTS, INC. is a state-registered investment adviser with $22 million in regulatory assets under management. The firm manages $14 million on a discretionary basis. It has 1 employee and 1 investment adviser.

## Questions

### Who leads Financial Planning Concepts, Inc.?

No named principal, CEO, or executive leadership is publicly listed for Financial Planning Concepts, Inc. The firm has not disclosed a management team in available public records or regulatory filings.

### Where is Financial Planning Concepts, Inc. headquartered?

The firm's headquarters location is not publicly listed in any readily available sources. No city, state, or country is confirmed for Financial Planning Concepts, Inc. based on current public information.

### Does Financial Planning Concepts, Inc. have a website?

No operational website is publicly confirmed for Financial Planning Concepts, Inc. The firm's online presence is limited or non-existent, with no domain or LinkedIn profile identified in public records.

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

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