Financial Planning Services

Retirement Planning Firm in Knox County, TN

Firm Info
Address: 9111 Cross Park Dr # D209, Knoxville, TN 37923, USA
Website:
Phone: (865) 531-2142

Firm Size
Assets Under Management: $160 million
# of Advisors: 1
# of Clients: 310
Client to Advisor Ratio: 310:1
Average Account Size: $516,129
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth


Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

Get Connected with a Financial Advisor

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Financial Planning Services, Inc. Overview

Financial Planning Services, Inc. is an investment advisory firm that specializes in providing investment advice to individuals and small businesses. The firm has been in business since 2020 and is based in Charlotte, NC. Financial Planning Services, Inc. is a fee-only firm, meaning that they only charge fees for their services and do not receive commissions or compensation from the sale of investment products. As a registered investment advisory firm, Financial Planning Services, Inc. is authorized and regulated by the Securities and Exchange Commission. They offer financial planning and portfolio management services to their clients. Financial planning includes comprehensive financial goal setting, retirement planning, tax planning, and estate planning. Portfolio management includes investment selection, risk management, and performance tracking. Financial Planning Services, Inc. is committed to providing personalized investment advice to their clients. They take the time to get to know their clients and their individual financial goals, and work closely with them to develop customized investment strategies. The firm's focus on investment advice only ensures that their recommendations are unbiased and in the best interest of their clients. With their commitment to providing quality investment advice, Financial Planning Services, Inc. has become a trusted partner to individuals and small businesses alike.

Financial Planning Services, Inc. caters to a wide range of clients, serving both individuals and high net worth individuals alike. They offer a variety of fee structures depending on the service provided, ensuring clients receive the financial planning assistance they need at a price that fits their budget. Whether managing an investment portfolio or providing comprehensive financial planning services, Financial Planning Services, Inc. is dedicated to helping clients achieve their financial goals. When it comes to fee structures, Financial Planning Services, Inc. offers several options. For those with a larger investment portfolio, the firm offers a percentage of AUM fee structure, which means the fee is calculated as a percentage of the assets under management. This structure provides an incentive for the firm to provide better returns and helps ensure that clients' investments are aligned with their goals. For services that aren't tied to investments, such as tax planning, the firm offers hourly rates to ensure clients only pay for the time spent on their specific needs. For comprehensive financial planning, the firm offers fixed fees, which provides clients with transparency and predictability in their costs. Regardless of the fee structure chosen, Financial Planning Services, Inc. is committed to helping clients make informed financial decisions that meet their unique needs.

Typical Clients, Fee Structures & Investment Minimum

The Part 2 Brochure note for Financial Planning Services, Inc. states that they do not require a minimum dollar amount to open or maintain an advisory account. However, they reserve the right to terminate an account if it falls below their minimum size. The brochure does not provide an exact amount for their investment minimum.

How This Office Can Help Knox County, TN Residents

Financial Planning Services assists clients in Knox County by providing personalized financial advice and solutions that suit their specific needs and goals. Knox County residents may face a variety of financial situations, such as managing debt, saving for retirement, investing in the stock market, or creating a budget for a new business venture. Financial Planning Services can help by providing guidance on budgeting and debt management strategies, investment options, retirement planning, and insurance coverage to protect assets. The advisors at Financial Planning Services work closely with clients to assess their financial situation, develop a personalized plan, and regularly monitor and adjust their strategy as needed. They also offer education on financial literacy to help clients understand the complexities of the financial world and make informed decisions. With Financial Planning Services, Knox County residents have access to experienced professionals who can help them navigate their financial journey with confidence.

To view the Minimum Investment and Fee Schedule for Financial Planning Services, Inc., visit their Part 2 Brochure.

Services Offered by Financial Planning Services, Inc.

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Financial Planning Services, Inc. most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.


This Office Location

Firm location 9111 Cross Park Dr # D209, Knoxville, TN 37923, USA
Phone (865) 531-2142
Directions
Google My Business Reviews:

Other Office Locations

Firm Headquarters
Firm headquarters location 6100 FAIRVIEW ROAD, SUITE 230, CHARLOTTE, NC 28210, United States

This firm has no other locations.

State Registrations

Financial Planning Services, Inc. is registered to service clients in the following states:

  • California
  • Florida
  • North Carolina

Disciplinary History

Financial Planning Services, Inc. does not have any disclosures. Please visit it's Form ADV for more details.