Financial Planning Associates, Inc.
Financial Planning Associates, Inc. (CRD# 117987) is a financial advisory firm headquartered in Ellisville, MO. They manage $24,581,728 in 54 accounts and serve the financial needs of clients across 2 states (or territories).
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Total Assets Under Management25MILLION
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Total Number of Accounts54ACCOUNTS
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Average Account Value$455,217
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
MO, TX
Carl Goodin, a NAPFA-Registered CERTIFIED FINANCIAL PLANNER(TM) Professional is President of Financial Planning Associates, Inc., a Missouri Registered Investment Adviser serving clients in cities across the United States, including Charlotte, Dallas, Houston, St Louis, Chesterfield, Manchester, Eureka, Wildwood, Ballwin, Grover, Pond and Ellisville.
We have been helping our clients reach their goals for more than twenty-five years by using the Financial Planning Process as a starting point for establishing and maintaining an appropriate action plan and by using Markowitz Mean Variance Portfolio Optimization to manage investment risks.
Our philosophy and beliefs:
We believe that EVERYONE needs to have an informed, coordinated personal financial plan. The plan should reflect the values and aspirations of the individual, or couple. It should be in written form.
With regard to investment policy, our emphasis is on helping our clients manage risks – all of them. We want our clients to have confidence that their strategy is correct for them, providing the potential for a good return on their assets, without unnecessary volatility.
We believe that in a personal service business, small is beautiful. Big businesses can have difficulty delivering truly personal services. Clients can get lost among the masses, and solutions to problems can require piercing multiple layers of management to find someone with the authority and the capability to help. Our business is small, and personal. We think that’s better.
Small and well-connected is really beautiful. Delivering excellent client service in the 21st century requires relationships with strategic associates, such as Advicent Solutions/Naviplan, Morningstar, TradeWarrior, and Schwab Institutional. Our associates become your associates, our resources become your resources.
Our approach to personal service is just that – personal. Your situation, your goals, and your values are unique. The best answers to your questions are those which recognize your uniqueness.