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Financial Planning Group
FinancialPlanning.com empowers the individual investor by giving access to personal wealth management software via a secure digital Financial Website.
Financial Planning Group
FinancialPlanning.com empowers the individual investor by giving access to personal wealth management software via a secure digital Financial Website. The service provides access to eMoney Advisor’s award-winning financial planning software, account aggregation and resources to prepare a secure financial future. eMoney Advisor is owned by Fidelity Investments.
General information
Firm type
Asset Manager
Location
Region
North America
Country
United States
City
Scotch Plains
Corporate office
Stuart, FL, United States
Frequently asked questions
Is there any disclosed private investment portfolio or direct-company exposure?
No. No private company holdings, venture investments, real estate equity positions, or fund-of-fund commitments are visible in available public filings, press coverage, or industry databases. The absence of a pooled family pool or institutional limited partners means direct private investing is unlikely to be part of the operating model.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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