Fi-Plan Partners

Finance · Alabama, United States · 11-50 Employees

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Overview

Headquarters

5825 Feldspar Way, Birmingham, Alabama, ...

Phone Number

(205) 989-3498

Revenue

<$5 Million

Industry

Finance Securities Trading
ZI Rank: 1
Signal Type
Dec
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May
ZI Rank
2
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About Fi-Plan Partners

Fi Plan Partners is a financial planning and wealth management firm based in Birmingham, AL, dedicated to helping families grow, manage, protect, and transfer their wealth. They offer tailored financial blueprints through their proprietary process, Your Financial House, which helps clients identify their goals and create a comprehensive plan for their financial future. The firm emphasizes the importance of careful planning to achieve a Better, Richer, Fuller life. Fi Plan Partners serves clients across the nation, providing investment and advisory services through LPL Financial.Explore more
Fi-Plan Partners's Social MediaPopular SearchesFi-plan PartnersFi Plan Partners LLCFi Plan PartnersFi - Plan Partners LLCFi PlanSIC Code 62,628NAICS Code 52,523Show more

Fi-Plan Partners Org Chart

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Chief Operating Officer

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Chief Operations Officer

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Senior VP, Operations & Advisory Services, We...

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Senior Vice President

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

Fi-Plan Partners

<$5M
11-50
Private
<$5M
2005
FL
Felicia LudlumChief Operating Officer
$7.6M
11-50
Private
-
1962
AG
Anita GordonDistrict Manager
<$5M
1-10
Private
-
2014
JQ
Jaime QuiñonesCertified Financial Planner
<$5M
1-10
Private
-
1986
JN
Justin NorrisDirector, Operations
<$5M
1-10
Private
-
2013
DO
David OlsonSenior Vice President
<$5M
1-10
Private
-
1983
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Company Profile Activity

i

Among all Finance companies

Low Activity

High Activity

Activity Insights

Fi-Plan Partners is experiencing very low activity levels compared to other companies in the Finance sector.

What does this means?

Fi-Plan Partners is drawing exceptional interest within the Finance industry, suggesting notable developments or strong market momentum, learn more about Fi-Plan Partners.

Fi-Plan Partners financials insights

Gather financial insights about Fi-Plan Partners, including details on funding rounds, investors, total funding, and acquisitions, to gain a comprehensive understanding of their financial strategy.

2020

Debt

$150K

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Fi-Plan Partners Tech Stack

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Frequently Asked Questions Regarding Fi-Plan Partners

What is Fi-Plan Partners's official website?
Fi-Plan Partners's official website is www.fiplanpartners.com
What is Fi-Plan Partners's Revenue?
Fi-Plan Partners's revenue is <$5 Million
What is Fi-Plan Partners's SIC code?
Fi-Plan Partners's SIC: 62,628
What is Fi-Plan Partners's NAICS code?
Fi-Plan Partners's NAICS: 52,523
How many employees does Fi-Plan Partners have?
Fi-Plan Partners has 11-50 employees
What industry does Fi-Plan Partners belong to?
Fi-Plan Partners is in the industry of: Finance, Securities Trading
What is Fi-Plan Partners competition?
Fi-Plan Partners top competitors include: Channel Investments, Norris Financial Group, Reynolds Wealth Management, Eppolito Financial Strategies
What technology does Fi-Plan Partners use?
Some of the popular technologies that Fi-Plan Partners uses are: Salesforce Pardot, Proofpoint, Google Cloud Web Serving, Google Cloud Platform
How do I contact Fi-Plan Partners?
Fi-Plan Partners contact info: Phone number: (205) 989-3498 Website: www.fiplanpartners.com
What does Fi-Plan Partners do?

Fi Plan Partners is a financial planning and wealth management firm based in Birmingham, AL, dedicated to helping families grow, manage, protect, and transfer their wealth. They offer tailored financial blueprints through their proprietary process, Your Financial House, which helps clients identify their goals and create a comprehensive plan for th... eir financial future. The firm emphasizes the importance of careful planning to achieve a Better, Richer, Fuller life. Fi Plan Partners serves clients across the nation, providing investment and advisory services through LPL Financial.Read More

What are Fi-Plan Partners social media links?
Fi-Plan Partners Linkedin page Fi-Plan Partners Twitter page Fi-Plan Partners Facebook page
Is Fi-Plan Partners a public company?
Fi-Plan Partners is private company therefore does not currently have an official ticker symbol
See more information about Fi-Plan Partners

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