Flexible Plan Investments
Financial Services • 
Bloomfield Hills, Michigan, United States • 51-100 Employees
Company overview
| Headquarters | 3883 Telegraph Rd, Suite 100, Bloomfield Hills, MI 48302, US |
| Phone number | +18003473539 |
| Websites | |
| NAICS | 52 |
| SIC | 621 |
| Keywords | Managed Accounts, Investment Advisory, Money Management, Active Management, Investment Risk Management, Active Investing, Strategic Diversification, Absolute Return Investing, Tamp, Fee-Based, Tactical Investing, Strategic Investment Management, Smas, Faith Based Investing |
| Founded | 1981 |
| Employees | 51-100 |
| Socials |
Key Contacts at Flexible Plan Investments
David J. Wismer
Director, Communications
Jacob Andrews
Director - Database Administration & It Infrastructure
Melissa Karas
Chief Marketing Officer
Karyn Stano
Chief Marketing Officer
Flexible Plan Investments Email Formats
Flexible Plan Investments uses 5 email formats. The most common is {first initial}{last name} (e.g., jdoe@flexibleplan.com), used 61.4% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@flexibleplan.com | 61.4% |
{first name}{last name} | johndoe@flexibleplan.com | 34.1% |
{first name}.{last name} | john.doe@flexibleplan.com | 2.3% |
{last name} | doe@flexibleplan.com | 2.3% |
About Flexible Plan Investments
Flexible Plan Investments | Dynamic, Risk-Managed Investing Since 1981 TAMP | SMAs | Adviser Solutions | OnTarget Investing® Featured Resource: The Role of Gold in Investment Portfolios — Read the white paper -> https://flexibleplan.actonservice.com/acton/media/34940/sm-gold-investment-portfolios-2025 Flexible Plan Investments (FPI) is a turnkey asset management program (TAMP) and Registered Investment Adviser (RIA) offering dynamic, risk-managed investment strategies for Financial Advisers, RIAs, and Broker-dealers. We’ve helped Advisers preserve and grow client wealth through actively managed, fee-based separately managed accounts (SMAs) for over 40+ years. Our strategies are designed to adapt to changing markets and are available across equities, fixed income, and alternatives. Advisers can access multiple actively managed strategies in a single account and offer clients true diversification—using ETFs, mutual funds, VAs, VULs, 401(k)s, 403(b)s, and trust accounts. Our proprietary OnTarget Investing® process empowers Advisers to set personalized benchmarks for clients, measure progress to that benchmark, and manage client expectations—while focusing on growing AUM. Why Advisers Choose FPI: • Access multiple strategies in a single SMA • Built-in risk management across asset classes • Full back-office, service, and tech support • Seamless custodian and platform integration • Rules-based investment models • Custom client benchmarks with OnTarget Reporting® Headquartered in Bloomfield Hills, Michigan, we serve over 600 financial firms nationwide. With over a billion in assets under management and a team of 70+ professionals, we help Advisers scale efficiently delivering better outcomes for their clients. Ready to differentiate your practice with risk-managed strategies? Visit www.flexibleplan.com or connect to learn how we help Advisers grow with confidence. https://www.flexibleplan.com/disclosures
Flexible Plan Investments revenue & valuation
| Annual revenue | $34,500,000 |
| Revenue per employee | $402,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $110,400,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 51-100
Seniority
Employees
Employees by Department
Flexible Plan Investments has 48 employees across 11 departments.
Departments
Number of employees
Funding Data
Flexible Plan Investments has never raised funding before.
Flexible Plan Investments Tech Stack
Discover the technologies and tools that power Flexible Plan Investments's digital infrastructure, from frameworks to analytics platforms.
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United Arab Emirates
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Frequently asked questions
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