# Financial Plans & Strategies

Financial Plans & Strategies is a RIA based in United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** United States
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/finplans

## Regulatory record

- **CRD number:** 123793
- **SEC file number:** 801-107206
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/123793

## About

FINANCIAL PLANS & STRATEGIES, INC. is an SEC-registered investment adviser in GREENWOOD, IN, registered since 2016. The firm manages $611 million in assets, $601 million on a discretionary basis. It has 12 employees and 5 investment advisers.

## Related profiles

- [KEITZ INVESTMENT MANAGEMENT](https://altss.com/profile/keitz-investment-management-ltd)
- [OTR Global](https://altss.com/profile/otr-global-llc)

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Last updated: 2026-07-06T01:24:16.598Z

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