Financial Planning Associates, LLC

Financial Planning Associates, LLC is a Limited Liability Company established in December 2011, with Antonio A. Taddeo as the principal owner. The firm offers investment supervisory services tailored to individual client goals, financial planning, and limited investment advice on various securities. Clients may have discretionary authority over their accounts, allowing FPA to manage investments without prior approval. The firm charges fees based on a tiered structure, with investment supervisory fees ranging from 0.75% to 1.25% based on assets under management. Financial planning fees are fixed or hourly, ranging from $400 to $3,500 or $100 to $350 per hour, respectively. FPA may direct clients to third-party money managers and receives compensation via fee sharing. The firm's investment strategies include fundamental and technical analysis, long-term and short-term trading, with a focus on client risk tolerance levels. FPA does not accept performance-based fees and typically serves individuals, high-net-worth individuals, and small businesses with a minimum account size of $250,000. Clients are responsible for third-party fees, and FPA does not accept compensation for the sale of securities. The firm does not have any disciplinary actions, bankruptcy petitions, or financial conditions that may impair client commitments.