# Financial Planning Associates, Inc.

> Financial Planning Associates, Inc. is a state-registered investment advisory firm in Ellisville, MO, registered since 2017, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated August 3, 2026.

- CRD: 117987
- Filed as: FINANCIAL PLANNING ASSOCIATES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Ellisville, MO
- Filing period: October 2026
- Form ADV filing dated: August 3, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/117987
- AdvisorCensus page: https://advisorcensus.com/firm/financial-planning-associates-inc-ellisville-mo-117987

## Quick answers

**How is Financial Planning Associates, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Planning Associates, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees).

**Where is Financial Planning Associates, Inc. located?**
Financial Planning Associates, Inc.'s principal office is in Ellisville, MO, according to its Form ADV.

**Is Financial Planning Associates, Inc. registered with the SEC or a state?**
Financial Planning Associates, Inc. is a state-registered investment advisory firm, registered since 2017. Status as filed: APPROVED. CRD 117987.

**How much does Financial Planning Associates, Inc. manage?**
Financial Planning Associates, Inc. reports $30,191,024 in regulatory assets under management in its Form ADV filing dated August 3, 2026 (100% discretionary).

**What types of clients does Financial Planning Associates, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (39); high net worth individuals (20).

**Does Financial Planning Associates, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/117987

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $30,191,024
- Discretionary: $30,191,024
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 39 | $11,621,216 |
| High net worth individuals | 20 | $18,569,808 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2017 (9 years)
- Employees: 2 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: MO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- fpai.net

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Planning Associates, Inc. (CRD 117987): Form ADV filing data as of October 2026.