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Financial Planning Consultants, Inc. (Lafayette)


Financial Planning Consultants, Inc. is a large advisory firm based in Lafayette. It manages $30.27 million of regulatory assets for 265 client accounts. It has been registered with the SEC as an adviser since 2004 and has operated in the jurisdiction of Indiana.

Financial Planning Consultants provides financial planning services, portfolio management for individuals and small businesses, and portfolio management for pooled investment vehicles. It prepares financial plans for more than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Financial Planning Consultants: assets under management

The assets under management (AUM) of Financial Planning Consultants, Inc. is $30.27 million, all of which is managed in discretionary accounts. The firm's AUM has grown by 0% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $30.27 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $114.22 thousand each.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Financial Planning Consultants, Inc. for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Lafayette

The principal office where Financial Planning Consultants, Inc. performs its advisory services is located at 3721 Rome Drive Suite B, Lafayette, IN 47905, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 765-447-1302 or by fax 765-447-4238. The normal business hours are 8:30 a.m. to 5:00 p.m. on Monday - Friday.


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