# Financial Planning Services

Financial Planning Services is a Bank / Wealth / Trust based in Fort Wayne, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Fort Wayne, United States
- **Region:** North America
- **Address:** Charlotte, NC, United States
- **Founded:** 2022
- **Assets under management:** Undisclosed
- **Website:** tobuildwealth.com
- **LinkedIn:** https://www.linkedin.com/company/financial-planning-services

## Regulatory record

- **CRD number:** 121034
- **SEC file number:** 801-123630
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/121034

## About

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.

## Related profiles

- [Financial Partners Group](https://altss.com/profile/financial-partners-group)
- [Financial Planning Solutions](https://altss.com/profile/financial-planning-solutions)

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

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

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