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Financial Planning Concepts of America, Inc.

CRD 126411SEC# 801-64150West Palm Beach, FL
Export (members)
No longer SEC-registered. Financial Planning Concepts of America, Inc. appears in historical Form ADV filings but is not in the current SEC roster. Figures reflect its most recent filing.
Reg. AUM
$155.5M
Employees
2
Accounts
321
Location
West Palm Beach, FL

Financial Planning Concepts of America, Inc. assets under management

Financial Planning Concepts of America, Inc. is a registered investment adviser overseen by the SEC based in West Palm Beach, FL. It reports $155.5 million in regulatory assets under management and employs 2 people.
View on SEC.gov ↗

Financial Planning Concepts of America, Inc. owners & executives

15 reported
NameTitleOwnershipSince
Joseph Richard Marchese ControlPresident/Chief Compliance OfficerUnder 5%1989
Philip Alexander Nisbet ControlChief Operations Officer, DirectorUnder 5%2019
Richard Thomas Eknoian ControlChief Executive Officer, DirectorUnder 5%2019
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Frequently asked questions

How much does Financial Planning Concepts of America, Inc. manage?

Financial Planning Concepts of America, Inc. reports $155.5 million in regulatory assets under management on its Form ADV.

How many employees does Financial Planning Concepts of America, Inc. have?

Financial Planning Concepts of America, Inc. reports 2 employees.

Where is Financial Planning Concepts of America, Inc. located?

Financial Planning Concepts of America, Inc. is based in West Palm Beach, FL.

Does Financial Planning Concepts of America, Inc. disclose fund performance?

Financial Planning Concepts of America, Inc. is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.

Contact & registration

Address340 Columbia Turnpike, Suite 108, West Palm Beach, FL 33409
Office hoursBy Appointment Only
Discloses disciplinary historyYes

Regulatory AUM

$155.5M▲ 24%
Jan '25 — $125.7MFeb '25 — $125.7MMar '25 — $155.5MApr '25 — $155.5MMay '25 — $155.5MJun '25 — $155.5MJul '25 — $155.5MAug '25 — $155.5MSep '25 — $155.5MOct '25 — $155.5MNov '25 — $155.5MDec '25 — $155.5MJan '26 — $155.5MFeb '26 — $155.5MMar '26 — $155.5MApr '26 — $155.5MMay '26 — $155.5MJun '26 — $155.5M
Jan '25Form ADV, monthlyJun '26

How this firm compares

Regulatory AUMTop 82%
Larger than 18% of 16,271 advisers
EmployeesTop 86%
More than 14% of 16,825 advisers

Assets under management

$155.5Mregulatory AUM
Discretionary $138MNon-discretionary $17.5M