# Flexible Plan Investments Ltd

> Flexible Plan Investments Ltd is an SEC-registered investment advisory firm in Bloomfield Hills, MI, registered since 1984, reporting $1 billion to $5 billion in regulatory assets under management in its Form ADV filing dated September 30, 2026.

- CRD: 110762
- Filed as: FLEXIBLE PLAN INVESTMENTS LTD
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Bloomfield Hills, MI
- Filing period: October 2026
- Form ADV filing dated: September 30, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/110762
- AdvisorCensus page: https://advisorcensus.com/firm/flexible-plan-investments-ltd-bloomfield-hills-mi-110762

## Quick answers

**How is Flexible Plan Investments Ltd compensated?**
On its Form ADV (Item 5.E, October 2026), Flexible Plan Investments Ltd reports these compensation arrangements: a percentage of assets under its management.

**Where is Flexible Plan Investments Ltd located?**
Flexible Plan Investments Ltd's principal office is in Bloomfield Hills, MI, according to its Form ADV.

**Is Flexible Plan Investments Ltd registered with the SEC or a state?**
Flexible Plan Investments Ltd is an SEC-registered investment advisory firm, registered since 1984. Status as filed: Approved. CRD 110762.

**How much does Flexible Plan Investments Ltd manage?**
Flexible Plan Investments Ltd reports $1,484,076,880 in regulatory assets under management in its Form ADV filing dated September 30, 2026 (100% discretionary).

**How have Flexible Plan Investments Ltd's assets and staff changed since 2021?**
In the Form ADV data for Flexible Plan Investments Ltd: Regulatory assets under management: $1,638,081,625 in the October 2021 data and $1,484,076,880 in the October 2026 data, down 9%. Total employees: 89 in October 2021 and 68 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Flexible Plan Investments Ltd serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (8,323); high net worth individuals (737); pension and profit sharing plans (but not the plan participants or government pension plans) (33).

**Which custodians does Flexible Plan Investments Ltd use?**
Flexible Plan Investments Ltd's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos Clearing LLC as a custodian holding 10% or more of its separately managed account assets.

**Does Flexible Plan Investments Ltd report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/110762

**What changed in Flexible Plan Investments Ltd's recent Form ADV filings?**
In the October 2026 filing data: Updated its list of owners and control persons (Schedule A).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Custodians (Schedule D, Section 5.K(3))
- Axos Clearing LLC

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $1,484,076,880
- Discretionary: $1,484,076,880
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 8,323 | $261,023,784 |
| High net worth individuals | 737 | $104,330,781 |
| Investment companies | 14 | $1,086,480,528 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 33 | $5,087,039 |
| Charitable organizations | 25 | $22,817,642 |
| State or municipal government entities (including government pension plans) | 1 | $1,710,312 |
| Corporations or other businesses not listed above | 11 | $2,626,794 |

### Advisory services (Item 5.G)
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies (and business development companies)
- Portfolio management for businesses (other than small businesses) or institutional clients
- Publication of periodicals or newsletters

### Firm details
- Registered since: 1984 (42 years)
- Employees: 68 total, 5 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VT, WA, WI, WV, WY
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- activeinvestmentadvisor.com
- annuityprices.com
- faithfocusedinvesting.com
- flexibleplan.com
- forabetterworld-investing.com
- goldbullionstrategyfund.com
- ontargetinvesting.com
- quantifiedfunds.com
- LinkedIn @1174344

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $1,638,081,625 | 89 | March 9, 2021 |
| October 2022 | $2,045,795,746 | 92 | March 31, 2022 |
| October 2023 | $1,564,181,995 | 93 | March 30, 2023 |
| October 2024 | $1,420,533,938 | 84 | March 27, 2024 |
| October 2025 | $1,536,363,862 | 79 | June 10, 2025 |
| October 2026 | $1,484,076,880 | 68 | September 30, 2026 |

Regulatory assets under management: $1,638,081,625 in the October 2021 data and $1,484,076,880 in the October 2026 data, down 9%.
Total employees: 89 in October 2021 and 68 in October 2026.

## Changes in the filing (last 12 months)

### October 2026
- Updated its list of owners and control persons (Schedule A).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Flexible Plan Investments Ltd (CRD 110762): Form ADV filing data as of October 2026.