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Financial Planning Services CRD 129129
$48.5M regulatory AUM
Reported services (Item 5G)
From the firm’s Form ADV. Read the guides:
1 W. Walnut Ave, Merchantville, NJ 08109 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APP_PEND_IARCE | 2026-01-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Financial Planning Services | Merchantville | NJ | 05/1981 | Present |
OTHER BUSINESS: OWNER/MANAGER OF HOME REPAIR COMPANY CALLED CAPSTONE PROPERTY MANAGEMENT. THE COMPANY DOES NOT HAVE INVESTMENT RELATED BUSINESS. I DEVOTE ABOUT 2-4 HOURS PER WEEK, USUALLY IN MEETINGS TO PLAN AND OPERATE THE BUSINESS.
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