# FuturePlan Financial

FuturePlan Financial is an Asset Manager.

## Overview

- **Organization type:** Asset Manager
- **Assets under management:** Undisclosed
- **Website:** https://futureplanfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/92458864

## Regulatory record

- **CRD number:** 324962
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/324962

## About

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.

## Sectors

- Families at or below the median income; modest-income people

## People

- Dr. Michael Carey — Executive Director and primary financial coach
- Dr. Michael Carey — Executive Director and Financial Coach

## 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).

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Last updated: 2026-08-11T15:06:49.768Z

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