Updated:
Financial Planning Services
Financial Planning Services is an SEC-registered investment adviser in Fort Wayne, IN, registered since 2022. The firm manages $213 million in assets, $212...
Financial Planning Services
Financial Planning Services is an SEC-registered investment adviser in Fort Wayne, IN, registered since 2022. The firm manages $213 million in assets, $212 million on a discretionary basis. It has 7 employees and 7 investment advisers.
General information
Firm type
Bank / Wealth / Trust
Year founded
2022
Location
Region
North America
Country
United States
City
Fort Wayne
Corporate office
Charlotte, NC, United States
Frequently asked questions
What is Financial Planning Services?
Financial Planning Services is a bank / wealth / trust headquartered in Fort Wayne, United States.
When was Financial Planning Services founded?
Financial Planning Services was founded in 2022.
Where is Financial Planning Services headquartered?
Financial Planning Services is headquartered in Fort Wayne, United States, in the North America region.
What does Altss track for Financial Planning Services?
Altss maintains an OSINT-verified profile of Financial Planning Services covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is Financial Planning Services's website?
Financial Planning Services's public website is tobuildwealth.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is Financial Planning Services?
Financial Planning Services is classified by Altss as a Bank / Wealth / Trust, operating from United States within the North America region.
How does Altss source intelligence on Financial Planning Services?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was Financial Planning Services's Altss profile last updated?
Financial Planning Services's profile on Altss was last refreshed on June 3, 2026. Continuous updates are applied as new public information is verified.
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.
Need institutional-grade insight on registered investment advisers?
Altss delivers:
Prefer a guided tour?
We’ll walk you through: