FINANCIAL PLANNING CONCEPTS OF AMERICA, INC.
Investment Advice|WEST PALM BEACH, FL|Active
TransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional EfficiencyTransparentReliable DataUniform StandardsStrategic Decision MakingTransactional Efficiency
Assets Under Management
$155.5M
Total AUM
| Category | Value |
|---|---|
| Discretionary | 138.0M |
| Non-Discretionary | 17.5M |
Adviser Information
| Field | Value |
|---|---|
| CRD Number | 126411 |
| SEC Number | 801-64150 |
| Street Address | 340 COLUMBIA TURNPIKE |
| Street Address 2 | SUITE 108 |
| Location | WEST PALM BEACH, FL 33409 |
| Country | United States |
| Phone | 718-667-5050 |
| Fax | 718-874-0049 |
| Total Employees | 2 |
Client Count by Type (321 Total)
| Category | Value |
|---|---|
| Individuals (other than H… | 279 |
| High Net Worth Individual… | 42 |
Community Partners
CITY OF BELLE GLADE
CITY OF CLEWISTON
CITY OF WEST PALM BEACH
TOWN OF LAKE CLARKE SHORES
CITY OF BELLE GLADE
CITY OF CLEWISTON
CITY OF WEST PALM BEACH
TOWN OF LAKE CLARKE SHORES
CITY OF BELLE GLADE
CITY OF CLEWISTON
CITY OF WEST PALM BEACH
TOWN OF LAKE CLARKE SHORES
Municipal Government
4 Active
4
Organizations
BARRON WATER CONTROL DISTRICT
BOLLES DRAINAGE DISTRICT
CENTRAL COUNTY WATER CONTROL DISTRICT
CLEWISTON DRAINAGE DISTRICT
CLEWISTON-LABELLE-HENDRY COUNTY AREA HOUSING COMMISSION
COLLINS SLOUGH WATER CONTROL DISTRICT
DEVILS GARDEN WATER CONTROL DISTRICT
DISSTON ISLAND CONSERVANCY DISTRICT
FLAGHOLE DRAINAGE DISTRICT
GERBER GROVES WATER CONTROL DISTRICT
HENDRY COUNTY HOSPITAL AUTHORITY
HENDRY-HILLIARD WATER CONTROL DISTRICT
HENDRY-LABELLE RECREATION BOARD
HENDRY SOIL AND WATER CONSERVATION DISTRICT
INDIAN TRAIL IMPROVEMENT DISTRICT
LEE COUNTY MOSQUITO CONTROL DISTRICT
LEHIGH ACRES FIRE CONTROL AND RESCUE DISTRICT
LEHIGH ACRES MUNICIPAL SERVICES IMPROVEMENT DISTRICT
OLDE FLORIDA COMMUNITY DEVELOPMENT DISTRICT
PALM BEACH COUNTY HOUSING AUTHORITY
BARRON WATER CONTROL DISTRICT
BOLLES DRAINAGE DISTRICT
CENTRAL COUNTY WATER CONTROL DISTRICT
CLEWISTON DRAINAGE DISTRICT
CLEWISTON-LABELLE-HENDRY COUNTY AREA HOUSING COMMISSION
COLLINS SLOUGH WATER CONTROL DISTRICT
DEVILS GARDEN WATER CONTROL DISTRICT
DISSTON ISLAND CONSERVANCY DISTRICT
FLAGHOLE DRAINAGE DISTRICT
GERBER GROVES WATER CONTROL DISTRICT
HENDRY COUNTY HOSPITAL AUTHORITY
HENDRY-HILLIARD WATER CONTROL DISTRICT
HENDRY-LABELLE RECREATION BOARD
HENDRY SOIL AND WATER CONSERVATION DISTRICT
INDIAN TRAIL IMPROVEMENT DISTRICT
LEE COUNTY MOSQUITO CONTROL DISTRICT
LEHIGH ACRES FIRE CONTROL AND RESCUE DISTRICT
LEHIGH ACRES MUNICIPAL SERVICES IMPROVEMENT DISTRICT
OLDE FLORIDA COMMUNITY DEVELOPMENT DISTRICT
PALM BEACH COUNTY HOUSING AUTHORITY
BARRON WATER CONTROL DISTRICT
BOLLES DRAINAGE DISTRICT
CENTRAL COUNTY WATER CONTROL DISTRICT
CLEWISTON DRAINAGE DISTRICT
CLEWISTON-LABELLE-HENDRY COUNTY AREA HOUSING COMMISSION
COLLINS SLOUGH WATER CONTROL DISTRICT
DEVILS GARDEN WATER CONTROL DISTRICT
DISSTON ISLAND CONSERVANCY DISTRICT
FLAGHOLE DRAINAGE DISTRICT
GERBER GROVES WATER CONTROL DISTRICT
HENDRY COUNTY HOSPITAL AUTHORITY
HENDRY-HILLIARD WATER CONTROL DISTRICT
HENDRY-LABELLE RECREATION BOARD
HENDRY SOIL AND WATER CONSERVATION DISTRICT
INDIAN TRAIL IMPROVEMENT DISTRICT
LEE COUNTY MOSQUITO CONTROL DISTRICT
LEHIGH ACRES FIRE CONTROL AND RESCUE DISTRICT
LEHIGH ACRES MUNICIPAL SERVICES IMPROVEMENT DISTRICT
OLDE FLORIDA COMMUNITY DEVELOPMENT DISTRICT
PALM BEACH COUNTY HOUSING AUTHORITY
Special District
26 Active
26
Organizations
HENDRY COUNTY SCHOOL DISTRICT
HENDRY COUNTY SCHOOL DISTRICT
HENDRY COUNTY SCHOOL DISTRICT
School District
1 Active
1
Organizations
17 AND ME INC
1812 ADA INC
1MVP INC
2701 AUSTRALIAN LC
3BBB WELLNESS INC
47 MILLION REASONS HEALTHCARE MOVEMENT INC
49TH STREET BEAUTIFICAION PROJECT INC
61000 OPTIMIST CLUB OF MADISON GREE
A & A WORKFORCE INC
A & A WORKFORCE INC
Abba Ark of Hope Inc
ABCAF INC
ABUSIVE DELIVERANCE IN PROGRESS INC
ACADEMY OF SPIRITUAL AWAKENING
ACCESS Academy Inc
ACE MENTOR PROGRAM OF AMERICA INC
ACORN OAK FOUNDATION INC
ACTIVE CITIZENS FOR CHILDREN INC
ACTS OF KINDNESS FOR KIDS INC
ADAMS MEMORIAL FOUNDATION INC
17 AND ME INC
1812 ADA INC
1MVP INC
2701 AUSTRALIAN LC
3BBB WELLNESS INC
47 MILLION REASONS HEALTHCARE MOVEMENT INC
49TH STREET BEAUTIFICAION PROJECT INC
61000 OPTIMIST CLUB OF MADISON GREE
A & A WORKFORCE INC
A & A WORKFORCE INC
Abba Ark of Hope Inc
ABCAF INC
ABUSIVE DELIVERANCE IN PROGRESS INC
ACADEMY OF SPIRITUAL AWAKENING
ACCESS Academy Inc
ACE MENTOR PROGRAM OF AMERICA INC
ACORN OAK FOUNDATION INC
ACTIVE CITIZENS FOR CHILDREN INC
ACTS OF KINDNESS FOR KIDS INC
ADAMS MEMORIAL FOUNDATION INC
17 AND ME INC
1812 ADA INC
1MVP INC
2701 AUSTRALIAN LC
3BBB WELLNESS INC
47 MILLION REASONS HEALTHCARE MOVEMENT INC
49TH STREET BEAUTIFICAION PROJECT INC
61000 OPTIMIST CLUB OF MADISON GREE
A & A WORKFORCE INC
A & A WORKFORCE INC
Abba Ark of Hope Inc
ABCAF INC
ABUSIVE DELIVERANCE IN PROGRESS INC
ACADEMY OF SPIRITUAL AWAKENING
ACCESS Academy Inc
ACE MENTOR PROGRAM OF AMERICA INC
ACORN OAK FOUNDATION INC
ACTIVE CITIZENS FOR CHILDREN INC
ACTS OF KINDNESS FOR KIDS INC
ADAMS MEMORIAL FOUNDATION INC
Nonprofit Organization
2270 Active
2270
Organizations
Community Partners81 organizations
TOWN OF LAKE CLARKE SHORES
Municipal Government·WEST PALM BEACH
BARRON WATER CONTROL DISTRICT
Special District·LABELLE
BOLLES DRAINAGE DISTRICT
Special District·CLEWISTON
CENTRAL COUNTY WATER CONTROL DISTRICT
Special District·CLEWISTON
CLEWISTON DRAINAGE DISTRICT
Special District·BELLE GLADE
CLEWISTON-LABELLE-HENDRY COUNTY AREA HOUSING COMMISSION
Special District·PENSACOLA
COLLINS SLOUGH WATER CONTROL DISTRICT
Special District·WEST PALM BEACH
DEVILS GARDEN WATER CONTROL DISTRICT
Special District·WEST PALM BEACH
DISSTON ISLAND CONSERVANCY DISTRICT
Special District·CLEWISTON
FLAGHOLE DRAINAGE DISTRICT
Special District·CLEWISTON
GERBER GROVES WATER CONTROL DISTRICT
Special District·LABELLE
HENDRY COUNTY HOSPITAL AUTHORITY
Special District·CLEWISTON
HENDRY-HILLIARD WATER CONTROL DISTRICT
Special District·CLEWISTON
HENDRY-LABELLE RECREATION BOARD
Special District·LABELLE
HENDRY SOIL AND WATER CONSERVATION DISTRICT
Special District·LABELLE
INDIAN TRAIL IMPROVEMENT DISTRICT
Special District·WEST PALM BEACH
LEE COUNTY MOSQUITO CONTROL DISTRICT
Special District·LEHIGH ACRES
PORT LABELLE COMMUNITY DEVELOPMENT DISTRICT
Special District·LABELLE
RITTA DRAINAGE DISTRICT
Special District·CLEWISTON
SOUTH FLORIDA CONSERVANCY DISTRICT
Special District·BELLE GLADE
SOUTH FLORIDA WATER MANAGEMENT DISTRICT
Special District·WEST PALM BEACH
SUGARLAND DRAINAGE DISTRICT
Special District·CLEWISTON
17 AND ME INC
Nonprofit Organization·West Palm Beach
1812 ADA INC
Nonprofit Organization·WEST PALM BEACH
1MVP INC
Nonprofit Organization·WEST PALM BEACH
2701 AUSTRALIAN LC
Nonprofit Organization·WEST PALM BEACH
3BBB WELLNESS INC
Nonprofit Organization·West Palm Beach
47 MILLION REASONS HEALTHCARE MOVEMENT INC
Nonprofit Organization·WEST PALM BEACH
49TH STREET BEAUTIFICAION PROJECT INC
Nonprofit Organization·West Palm Beach
61000 OPTIMIST CLUB OF MADISON GREE
Nonprofit Organization·West Palm Beach
A & A WORKFORCE INC
Nonprofit Organization·WEST PALM BEACH
A & A WORKFORCE INC
Nonprofit Organization·WEST PALM BEACH
Abba Ark of Hope Inc
Nonprofit Organization·WEST PALM BEACH
ABCAF INC
Nonprofit Organization·West Palm Beach
ABUSIVE DELIVERANCE IN PROGRESS INC
Nonprofit Organization·West Palm Beach
ACADEMY OF SPIRITUAL AWAKENING
Nonprofit Organization·WEST PALM BEACH
ACCESS Academy Inc
Nonprofit Organization·West Palm Beach
ACE MENTOR PROGRAM OF AMERICA INC
Nonprofit Organization·West Palm Beach
ACORN OAK FOUNDATION INC
Nonprofit Organization·WEST PALM BEACH
ACTIVE CITIZENS FOR CHILDREN INC
Nonprofit Organization·Clewiston
ACTS OF KINDNESS FOR KIDS INC
Nonprofit Organization·West Palm Beach
ADAMS MEMORIAL FOUNDATION INC
Nonprofit Organization·WEST PALM BEACH
ADIECI HAND AND HAND INC
Nonprofit Organization·west palm beach
ADIVA CARES FOUNDATION INC
Nonprofit Organization·West Palm Beach
ADOPT-AN-AUTHOR INC
Nonprofit Organization·west palm beach
ADOPT & FEED INC
Nonprofit Organization·LEHIGH ACRES
ADORER MISSIONARY SISTERS OF THE
Nonprofit Organization·WEST PALM BEACH
ADVOCACY ACTIVISTS
Nonprofit Organization·WEST PALM BEACH
A&E IVDD French Bulldog rescue Inc
Nonprofit Organization·West Palm Beach
AEROSPACE INSTITUTE
Nonprofit Organization·West Palm Beach
AFFINITY EMPOWERMENT INC
Nonprofit Organization·WEST PALM BEACH
AFFORDABLE COMMUNITY HOUSING CORPORATION
Nonprofit Organization·Belle Glade
AFFORDABLE LAW CLINIC INC
Nonprofit Organization·WEST PALM BEACH
AFGE 507
Nonprofit Organization·West Palm Beach
A FLOWER A DAY FOUNDATION
Nonprofit Organization·West Palm Beach
AFRICAN AMERICAN CULTURAL ARTS ORGANIZATION INC
Nonprofit Organization·West Palm Beach
AFRICAN AMERICAN LIBRARY & CULTURAL CTR OF PALM BEACH COUNTY INC
Nonprofit Organization·West Palm Beach
African Orphan Educational Foundation Inc
Nonprofit Organization·West Palm Beach
AFRICAN RESOURCE PLANNING INC
Nonprofit Organization·West Palm Beach
AFRIKIN FOUNDATION INC
Nonprofit Organization·WEST PALM BEACH
AFTER FOSTER CARE
Nonprofit Organization·Lehigh Acres
AHEPA 18 INC
Nonprofit Organization·WEST PALM BEACH
AHEPA WEST PALM BEACH INC.
Nonprofit Organization·WEST PALM BEACH
AID International Inc
Nonprofit Organization·West Palm Beach
AIDS COALITION OF THE GLADES INC
Nonprofit Organization·Belle Glade
AKADEMIA DANCE CORP
Nonprofit Organization·West Palm Beach
AL A AND SARAH D IRATO PRIVATE FO
Nonprofit Organization·WEST PALM BEACH
ALAN H AND HARRIET L MILLER
Nonprofit Organization·WEST PALM BEACH
ALBANIAN AMERICAN ORGANIZATION QENDRA INC
Nonprofit Organization·West Palm Beach
ALIGNMENT OF LOVE INC
Nonprofit Organization·West palm beach
All For The Critters Inc
Nonprofit Organization·Clewiston
ALL FRIENDS IMPACT SERVICES INC
Nonprofit Organization·WEST PALM BEACH