Financial Plans & Strategies, INC.
Commission-BasedFee-Only (% of Portfolio)Fixed/Hourly
Financial Plans & Strategies is an independent registered investment advisor located in Greenwood, Indiana, specializing in personalized investment management and financial planning services. The firm helps clients build, manage, and preserve wealth through tailored portfolio strategies, retirement planning, tax strategies, estate planning, and education funding. Financial Plans & Strategies works primarily with high-net-worth individuals, families, trusts, estates, and small business owners, taking a disciplined approach to asset allocation and ongoing portfolio monitoring.
Assets Under Management$610M
Clients1,081
Advisors6
Avg. per Client$560K
Avg. per Advisor$100M
Fee Structure
Minimum Investment:$150K
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 1.50% |
Maximum annual fee is 1.50%. Specific fees may vary based on account size, portfolio complexity, and other factors, and are negotiable in certain circumstances.
Fee Estimator
Your Portfolio Value
$500K
$0$500K$1M$5M$20M
Estimated Annual Fee
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