Financial Planning Associates, LLC

Financial Planning Associates, LLC (CRD# 159404) is a financial advisory firm headquartered in White Plains, NY. They manage $57,203,890 in 191 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    191
    ACCOUNTS
  • Average Account Value
    $299,497
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
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.

CT, NH, NJ, NY, TX

Financial Advisors at Financial Planning Associates, LLC
Showing 1 - 2 of 2 top financial advisors.
1
Stephen T. Gillingham
CRD#: 2566667
244 Westchester Avenue, Suite 102, White Plains, NY 10604
96
Wealthminder
score

Stephen Gillingham (CRD# 2566667) is an Investment Advisor Representative working at Financial Planning Associates, LLC in White Plains, NY and has over 21 years of experience in the finance industry. Stephen Gillingham 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
Antonio A. Taddeo
CRD#: 5110448
399 Knollwood Road, Suite 113, White Plains, NY 10603
96
Wealthminder
score

Antonio Taddeo (CRD# 5110448) is an Investment Advisor Representative working at Financial Planning Associates, LLC in White Plains, NY and has over 8 years of experience in the finance industry. Antonio Taddeo 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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