Financial Planning Associates, LLC
Financial Planning Associates, LLC (CRD# 159404) is a financial advisory firm headquartered in White Plains, NY. They manage $60,370,218 in 60 accounts and serve the financial needs of clients across 6 states (or territories).
Current Firm Details
Financial Planning Associates, LLC
By the Numbers
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Total Assets Under Management60MILLION
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Total Number of Accounts60ACCOUNTS
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Average Account Value$1,006,170
Compensation Options
- A percentage of assets under your management
- Hourly charges
- 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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CT, FL, NH, NJ, NY, TX
Financial Advisors at Financial Planning Associates, LLC
1
Antonio Taddeo (CRD# 5110448) is an Investment Advisor Representative working at Financial Planning Associates, LLC in White Plains, NY and has over 15 years of experience in the finance industry.
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