Financial Planning Associates, LLC
Assets Under Management
$64.5M
Number of Clients
60
Number of Advisors
1
Average Client AUM
$1.1M
AUM per Advisor
$64.5M
Compensation
Fee-Only (AUM)Fixed/Hourly
About This Firm
Financial Planning Associates, LLC provides ongoing portfolio management based on client goals and risk tolerance. They also offer financial planning services including investment, insurance, tax, retirement, college, and debt/credit planning. They may direct clients to third-party money managers.
Fee Structure
AUM-Based Fees (Tiered)
| Assets Under Management | Annual Fee |
|---|---|
| Up to $500K | 1.25% |
| $500K - $1.5M | 1.00% |
| $1.5M - $3.0M | 0.75% |
| $3M+ | 0.75% |
Fees negotiable above $3,000,000.
Fee Estimator
Investment supervisory fees are based on a percentage of your assets under management, as detailed in the fee table. These fees are negotiable. Financial planning fees are either fixed (between $400 and $3,500) or hourly (between $100 and $350), depending on the complexity of the situation. The firm has a minimum account size of $250,000, which may be waived.
Areas of Practice
Location
399 Knollwood Road, Suite 113, White Plains, NY, 10603