Financial Planning & Management Center, Inc.

Financial Planning & Management Center, Inc. (CRD# 118756) is a financial advisory firm headquartered in Columbia, MD. They manage $731,774 in 2 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    1
    MILLION
  • Total Number of Accounts
    2
    ACCOUNTS
  • Average Account Value
    $365,887
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

MD

Financial Advisors at Financial Planning & Management Center, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
George P. Paniculam
CRD#: 1008853
8850 Columbia 100 Parkway, Suite 306a, Columbia, MD 21045
96
Wealthminder
score

George Paniculam (CRD# 1008853) is an Investment Advisor Representative working at Financial Planning & Management Center, Inc. in Columbia, MD and has over 23 years of experience in the finance industry. George Paniculam 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
Matthew J. Beverungen
CRD#: 1576002
8850 Columbia100 Parkway, Suite 306a, Columbia, MD 21045
93
Wealthminder
score

Matthew Beverungen (CRD# 1576002) is an Investment Advisor Representative working at Financial Planning & Management Center, Inc. in Columbia, MD and has over 30 years of experience in the finance industry.

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