Financial Planning Solutions Revenue

Financial Services • Newton, Massachusetts, United States • 1-10 Employees

Financial Planning Solutions revenue & valuation

Annual revenue	$10,000,000
Revenue per employee	$1,250,000
Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues	$32,000,000
Total funding	No funding

Key Contact at Financial Planning Solutions

Deacon Merle

Owner

Company overview

Headquarters	134 Rumford Ave, Suite 203, Newton, Massachusetts 02466, US
Phone number	+16176304978
Website	planwithfps.com
NAICS	52
SIC	628
Keywords	Wealth Management, College Planning, Retirement Planning, Financial Planning, Investment Management, Divorce Planning, Certified Financial Planner, Widowhood, Workplace Retirement Plans
Founded	2013
Employees	1-10
Socials

Financial Planning Solutions Email Formats

Financial Planning Solutions uses 1 email format. The most common is {first initial} (e.g., j@planwithfps.com), used 100% of the time.

Format	Example	Percentage
{first initial}	j@planwithfps.com	100%

About Financial Planning Solutions

We are an independent, fee-only financial planning and investment advisory firm based in Newton, MA. The firm’s motto, “Creating your ideal tomorrow while living well today"™, reflects the importance of balancing future goals with immediate needs and wants. Because managing one’s personal finances has become more complex, we believe that a well-thought out plan and working with a Certified Financial Planner™ Practitioner is critical to achieving your long term financial security. Whether you are contemplating retirement, starting a business, dealing with the loss of a loved one, a divorce or job loss, our decades of experience can provide the objective advice to set you on the right path. In a nutshell, we help you achieve what is important to you. We begin every conversation by listening carefully to you. Because we believe every client has unique circumstances, every solution from FPS is custom designed. We believe that you deserve high quality financial planning advice and the highest level of personalized service that is convenient and at reasonable cost.

Employees by Management Level

Total employees: 1-10

Seniority

Employees

Entry

Partner

Founder/Owner

Employees by Department

Financial Planning Solutions has 2 employees across 1 departments.

Departments

Number of employees

Funding Data

Financial Planning Solutions has never raised funding before.

Financial Planning Solutions Tech Stack

Discover the technologies and tools that power Financial Planning Solutions's digital infrastructure, from frameworks to analytics platforms.

Google Hosted Libraries

CDN

BDOW

Marketing automation

Constant Contact

GoDaddy

Hosting

Node.js

Programming languages

Acuity Scheduling

Appointment scheduling

Google Tag Manager

Tag managers

jQuery

JavaScript libraries

Open Graph

Miscellaneous

Google Analytics

Analytics

YouTube

Video players

Google Maps

Maps

Frequently asked questions

Financial Planning Solutions is located in Newton, Massachusetts, US.

You can reach Financial Planning Solutions at +16176304978.

Financial Planning Solutions generates an estimated annual revenue of $10,000,000. This revenue figure reflects the company's market position and business performance in its industry.

Financial Planning Solutions has an estimated valuation of $32,000,000. This valuation is calculated based on industry-standard revenue multiples and reflects the company's growth potential and market positioning.

Financial Planning Solutions was founded in 2013, making it 13 years old. The company has established itself as a significant player in its industry over this time.

Financial Planning Solutions has approximately 1-10 employees. The company continues to grow its workforce to support its business operations and expansion.

Key Contact at Financial Planning Solutions

Deacon Merle

Owner

4.8

40,000 users