DBA: FINANCIAL PLANNING SERVICES
| Total AUM | $212.6M |
| Discretionary | $212.1M100% of AUM |
| Non-Discretionary | $552K |
| Client Accounts | 1,067 |
| Avg Account Size | $199K |
| Employees | 7 |
| Peak AUM | $212.6MMar 2026 |
| AUM CAGR |
Total AUM
$213M
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $213M | +18.7% | +28.4% | +16.6% | |
| Discretionary AUM | |||||
| Total AUM | $212.6M |
| Discretionary | $212.1M |
| Employees | 7 |
| Client Accounts | 1067 |
| Client Range | 51-100 |
Address
6920 POINTE INVERNESS WAY
FORT WAYNE IN 46804
Phone
260-469-3218
Filing History
13 ADV Part 1 submissions
Normalized 0–100 scores across six dimensions.
Discretionary
$212M
99.7% of AUM
Non-Discretionary
$552,471
0.3% of AUM
Disc. mix ▲ 1.4pp vs 1 year ago
Custody
| $212M |
| +20.4% |
| +30.0% |
| +17.8% |
| Non-Disc. AUM | $552,471 | 81.6% | 47.0% | 42.7% |
| Total Accounts | 1k | +11.5% | +15.9% | +15.9% |
| Avg Account Size | $199,277.63 | +6.4% | +10.8% | +0.6% |
| Employees | 7 | 0.0% | +19.9% | +15.0% |
| AUM / Employee | $30M | +18.7% | +7.1% | +1.4% |
Client AUM Segments | |||||
| Wealth AUM | $198M | +18.2% | +26.1% | +14.9% | |
| Institutional AUM | $15M | +25.7% | +97.6% | +75.9% | |
Client Count Segments | |||||
| HNW Clients | 425 | +5.5% | +9.5% | +10.8% | |
| Institutional | 6 | +20.0% | +42.8% | +56.5% | |
| Individuals | 58 | 9.4% | +23.8% | +20.0% | |