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Financial Planning Professionals, Inc. (Turnersville)


Financial Planning Professionals, Inc. is an adviser based in Turnersville. It manages $24.87 million of regulatory assets for 138 client accounts. It has been registered with the SEC as an adviser since 2007 and has operated in the jurisdictions of Florida and New Jersey.

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Financial Planning Professionals provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, pension consulting services, and market timing services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Financial Planning Professionals: assets under management

The assets under management (AUM) of Financial Planning Professionals, Inc. is $24.87 million. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $19.42 million in discretionary accounts and $5.44 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $176.58 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $194.43 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Financial Planning Professionals, Inc. for their services and products based on a percentage of assets under management, hourly charges, fixed fees, and commissions. 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 Turnersville

The principal office where Financial Planning Professionals, Inc. performs its advisory services is located at 188 Fries Mill Road, Turnersville, NJ 08012, which is also the mailing address of the firm. An additional office of the firm is in Jensen Beach, FL. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 856-875-0700 or by fax 856-629-7859. The normal business hours are 9:00am - 5:00pm on Monday - Friday. You can find more information about the New York firm at www.fpanet.org.


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