Financial Planning Partners
Financial Planning Partners (CRD# 131832) is a financial advisory firm headquartered in Leawood, KS. They manage $444,939,128 in 179 accounts and serve the financial needs of clients across 3 states (or territories).
Current Firm Details
Financial Planning Partners
By the Numbers
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Total Assets Under Management445MILLION
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Total Number of Accounts179ACCOUNTS
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Average Account Value$2,485,693
Compensation Options
- A percentage of assets under your management
- Hourly charges
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.
KS, MO, TX
Financial Advisors at Financial Planning Partners
1
Stephen Godfrey (CRD# 1866559) is an Investment Advisor Representative working at Financial Planning Partners in Leawood, KS and has over 35 years of experience in the finance industry.
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