# Financial Security Planning Services, Inc.

> Financial Security Planning Services, Inc. is a state-registered investment advisory firm in Corte Madera, CA, registered since 2000, with no regulatory assets under management reported in its Form ADV filing dated June 9, 2026.

- CRD: 136169
- Filed as: FINANCIAL SECURITY PLANNING SERVICES, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Corte Madera, CA
- Filing period: October 2026
- Form ADV filing dated: June 9, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/136169
- AdvisorCensus page: https://advisorcensus.com/firm/financial-security-planning-services-inc-corte-madera-ca-136169

## Quick answers

**How is Financial Security Planning Services, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Financial Security Planning Services, Inc. reports these compensation arrangements: hourly charges; fixed fees (other than subscription fees).

**Where is Financial Security Planning Services, Inc. located?**
Financial Security Planning Services, Inc.'s principal office is in Corte Madera, CA, according to its Form ADV.

**Is Financial Security Planning Services, Inc. registered with the SEC or a state?**
Financial Security Planning Services, Inc. is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 136169.

**Does Financial Security Planning Services, 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/136169

## From the Form ADV filing

### Compensation (Item 5.E)
- Hourly charges
- Fixed fees (other than subscription fees)

### Advisory services (Item 5.G)
- Financial planning services

### Firm details
- Registered since: 2000 (26 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- financialsecurityplanning.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Financial Security Planning Services, Inc. (CRD 136169): Form ADV filing data as of October 2026.