Financial Planning Advisors Inc.

Financial Planning Advisors Inc. (CRD# 121691) is a financial advisory firm headquartered in Wyomissing, PA. They manage $34,000,000 in 80 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    34
    MILLION
  • Total Number of Accounts
    80
    ACCOUNTS
  • Average Account Value
    $425,000
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Financial Planning Advisors Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Julie M. Kemp
CRD#: 4556990
1122 Penn Avenue, Wyomissing, PA 19610
96
Wealthminder
score

Julie Kemp (CRD# 4556990) is an Investment Advisor Representative working at Financial Planning Advisors Inc. in Wyomissing, PA and has over 12 years of experience in the finance industry. Julie Kemp has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Nancy W. Magee
CRD#: 1013717
1122 Penn Avenue, Wyomissing, PA 19610
96
Wealthminder
score

Nancy Magee (CRD# 1013717) is an Investment Advisor Representative working at Financial Planning Advisors Inc. in Wyomissing, PA and has over 34 years of experience in the finance industry. Nancy Magee has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

3
Patricia J. Ludgate
CRD#: 3171174
1122 Penn Avenue, Wyomissing, PA 19610
93
Wealthminder
score

Patricia Ludgate (CRD# 3171174) is an Investment Advisor Representative working at Financial Planning Advisors Inc. in Wyomissing, PA and has over 12 years of experience in the finance industry.

4
Elizabeth M. Gallen Mastromarino
CRD#: 1298196
1122 Penn Avenue, Wyomissing, PA 19610
83
Wealthminder
score

Elizabeth Gallen Mastromarino (CRD# 1298196) is an Investment Advisor Representative working at Financial Planning Advisors Inc. in Wyomissing, PA and has over 32 years of experience in the finance industry. Elizabeth Gallen Mastromarino has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

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