# Financial Planning Group

Financial Planning Group is an Asset Manager based in Scotch Plains, United States.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** Scotch Plains, United States
- **Region:** North America
- **Address:** Stuart, FL, United States
- **Assets under management:** Undisclosed
- **Website:** financialplanninggroup.com

## Regulatory record

- **CRD number:** 129894
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/129894

## About

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.

## 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.

## Related profiles

- [ASPIRE ADVISORY SERVICES](https://altss.com/profile/aspire-advisory-services)
- [Wessel Investment Counsel](https://altss.com/profile/wessel-investment-counsel-llc)

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Last updated: 2026-08-11T15:06:42.396Z

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