Updated:
FuturePlan Financial
FuturePlan Financial is a 501c3 organization that provides fee-based financial planning advice at a reduced cost for families at or below the median income.
FuturePlan Financial
FuturePlan Financial is a 501c3 organization that provides fee-based financial planning advice at a reduced cost for families at or below the median income. It is a Registered Investment Adviser offering advisory services in the State of Florida. Reduced fee-based services include goal setting, budget coaching, debt reduction, education funding, retirement planning, and estate planning. Advice is provided by a fiduciary for a monthly subscription fee on a sliding scale; clients are not sold securities, insurance, or annuities.
General information
Firm type
Asset Manager
Principals
Dr. Michael Carey
Executive Director and primary financial coach
Dr. Michael Carey
Executive Director and Financial Coach
Sector focus
Frequently asked questions
Who runs FuturePlan Financial?
No named operators or principals have been identified in any public record. The firm's leadership structure remains undisclosed (public record).
What is FuturePlan Financial's investment strategy?
No investment strategy, asset-class mix, or targeted sectors have been publicly disclosed. The firm is classified as an asset manager but provides no public documentation of its approach (public record).
Where is FuturePlan Financial based?
No registered office, city, or country location has been confirmed in public databases or corporate filings (public record).
What is the size of FuturePlan Financial's assets under management?
No AUM figure has been disclosed. The firm's assets under management remain undisclosed in any public source (public record).
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: