Financial Planning and Management Center
Financial Planning and Management Center is a small, founder-led private financial advisory firm in Ellicott City, Maryland, founded in 1983, specializing in retirement planning, insurance analysis, and risk management services for individual clients.
- Company typePrivate
- Founded1983
- HeadquartersEllicott City, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
Financial Planning and Management Center firmographics
Firmographics- Name
- Financial Planning and Management Center
- Website
- https://fpmc.com
- Company type
- Private
- Founded year
- 1983
- Headcount range
- 1–10 employees
- Short description
- Financial Planning and Management Center is a small, founder-led private financial advisory firm in Ellicott City, Maryland, founded in 1983, specializing in retirement planning, insurance analysis, and risk management services for individual clients.
- Ownership category
- akta.pro rank
Financial Planning and Management Center industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industries
- Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD), Retirement Income Planning & Decumulation Advisory (FSAEABAD), Financial Planning–Led RIAs (FSAAACAB)
Keywords
Where Financial Planning and Management Center is headquartered
LocationHeadquarters
- HQ city
- Ellicott City
- HQ country
- United States
- HQ region
- North America
Markets served
Financial Planning and Management Center business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations
Financial Planning and Management Center product offering
Product offeringCore offering
Financial Planning and Management Center provides personalized retirement planning, insurance analysis, and risk management services to individual and family clients. The firm acts as a fee-based financial advisor, developing plans that address retirement income, insurance coverage adequacy, and risk exposure for its clients.
Differentiator
Problem solved
Functional benefit
Products and services
- Retirement Planning Advisory service that helps individuals and families plan for retirement income, savings strategy, and post-career financial readiness.
- Insurance Analysis Review and analysis of clients' insurance coverage to assess adequacy, gaps, and alignment with personal financial goals.
- Risk Management Services Advisory service focused on identifying and mitigating personal financial risks for individuals and families.
Companies that use Financial Planning and Management Center
Customer profileIdeal customer profiles1 record
Financial Planning and Management Center technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Financial Planning and Management Center competitors and assessment
Company assessmentBroad incumbents
- Northwestern Mutual: Mutual financial services company combining financial planning with a strong insurance product suite (life, disability, long-term care). Directly comparable to FPMC's combination of retirement planning and insurance analysis.
- Cetera Financial Group: Large network of independent financial advisors providing retirement planning, insurance, and wealth management. Comparable service offering; potential acquirer of small practices like FPMC.
- Fisher Investments: Large RIA focused on portfolio management and retirement planning for high-net-worth individuals. Comparable client demographic and retirement-income focus, though at much greater scale.
- Edelman Financial Engines: Large independent RIA specializing in retirement planning, wealth management, and institutional plan participant advice. Strong direct overlap in retirement-focused engagement and 401(k)/IRA advisory work.
- Mariner Wealth Advisors: National wealth advisory firm offering comprehensive financial planning, retirement, and insurance solutions. Active acquirer of small advisory firms, making it a relevant peer and roll-up threat.
- Edward Jones: National financial advisory firm with thousands of branch offices serving individuals and small businesses with retirement planning, investments, and insurance solutions. Comparable in offering breadth and face-to-face planning model.
- LPL Financial: Largest independent broker-dealer in the U.S., supporting thousands of advisors who provide retirement planning and insurance services. Comparable at the advisor-service level; potential acquirer/partner for small firms.
- Ameriprise Financial: Large diversified financial services company with a national network of financial advisors offering comprehensive financial planning, retirement planning, and insurance products. Significantly larger and broader, but directly comparable in service mix and target client.
Direct peers
- Creative Planning: Independent, fee-only RIA offering comprehensive financial planning, retirement planning, and risk management for individuals and families. Closely aligned service model, though significantly larger in scale.
Regional players
- Commonwealth Financial Network: Independent broker-dealer and RIA custodian supporting financial advisors who offer retirement planning, insurance, and wealth management services. Comparable advisor services from a B2B support angle.
Market position
Customer concentration
Financial Planning and Management Center social profiles
Digital presenceFinancial Planning and Management Center financial estimates
Financial estimateRevenue estimate
Valuation estimate
Financial Planning and Management Center leadership team
Management profileNumber of profiles
Profiles1 record
Financial Planning and Management Center funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Financial Planning and Management Center M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Financial Planning and Management Center
What does Financial Planning and Management Center do?
Financial Planning and Management Center provides personalized retirement planning, insurance analysis, and risk management services to individual and family clients. The firm acts as a fee-based financial advisor, developing plans that address retirement income, insurance coverage adequacy, and risk exposure for its clients.
When was Financial Planning and Management Center founded?
Financial Planning and Management Center was founded in 1983. It employs 1 to 10 people.
Where is Financial Planning and Management Center based?
Financial Planning and Management Center is headquartered in Ellicott City, United States, in the North America region.
Who are Financial Planning and Management Center's main competitors?
Broad incumbents on record are Northwestern Mutual, Cetera Financial Group, Fisher Investments, Edelman Financial Engines, Mariner Wealth Advisors, Edward Jones, LPL Financial and Ameriprise Financial. Creative Planning is listed as a direct peer. Commonwealth Financial Network is listed as a regional player.
Does Financial Planning and Management Center have an API?
No public API is recorded for Financial Planning and Management Center.
What industry is Financial Planning and Management Center in?
Financial Planning and Management Center's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAEAAAD, Retirement & Pension Planning (401(k)/IRA). Its NAICS code is 523940 and its SIC code is 6282.