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FINANCIAL PLANNING SERVICES, INC.
RALEIGH, NC
919-676-2806
SEC #801-58022Total AUM
$67.5M
Employees
3Clients
0Firm overview
Client Breakdown by AUM
AUM previous 5 years
Smooth / Detailed
Business
Principal Address
700 EXPOSITION PLACE
SUITE 131
RALEIGH
NC 27615-1561
United States
SUITE 131
RALEIGH
NC 27615-1561
United States
Operating Hours
BY APPOINTMENT
Monday - Friday
Monday - Friday
Phone
919-676-2806
Financials
Total AUM
$67.5M
Accounts
315Discretionary
$67.5M
Accounts
315Non-Discretionary
$0
Accounts
0
Clients
None reported
Services
Services Offered
Advisor / Fund Manager SelectionFinancial PlanningIndividual Portfolio Management
Compensation Types
Charges Hourly FeeCharges Percentage AUM
Compliance
Disclosures
None reported
State Registrations
NC
Affiliates
Affiliates
Reported 0 business affiliates.
Claimed Affiliates
Reported as an affiliate by 0 other businesses.