Financial Planning Strategies, LLC
Financial Planning Strategies, LLC (CRD# 116228) is a financial advisory firm headquartered in Colorado Springs, CO. They manage $66,687,915 in 124 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
Financial Planning Strategies, LLC
By the Numbers
-
Total Assets Under Management67MILLION
-
Total Number of Accounts124ACCOUNTS
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Average Account Value$537,806
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
- 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.
CO, TX
Financial Advisors at Financial Planning Strategies, LLC
1
Don Leander (CRD# 1031780) is an Investment Advisor Representative working at Financial Planning Strategies, LLC in Colorado Springs, CO and has over 41 years of experience in the finance industry.
2
Chad Tipps (CRD# 7040444) is an Investment Advisor Representative working at Financial Planning Strategies, LLC in Colorado Springs, CO and has over 5 years of experience in the finance industry.
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