Company Information

Get to know Fi Plan Partners, LLC

Founded in 2015, Fi Plan Partners, LLC is an independent, fee-only Registered Investment Adviser (RIA) firm. They operate under a fiduciary standard, legally obligated to act in their clients' best interests. The firm provides comprehensive financial planning services, including investment management, retirement planning, estate planning, insurance review, and tax planning strategies. Their mission is to help individuals, families, and business owners make wise financial decisions to achieve their long-term goals.

Industry

Financial Wealth ManagementPRIMARY
Financial Other Service

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Fi Plan Partners, LLC

United States

Founded in

2005 (21 Years)

Founded

Last online: No recent activity

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OVERALL SCORE

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BridgerPay

(180 reviews)

Cyprus

2017

(9 years)

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Security Information

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This company is currently Unproved.

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License

A Grade License

Issued by globally renowned regulators, these licenses ensure the highest trader protection through strict compliance, fund segregation, insurance, and regular audits. Dispute resolution and adherence to AML/CTF standards further enhance security.

B Grade License

Granted by respected regional regulators, these licenses offer robust safety measures such as fund segregation, financial reporting, and compensation schemes. Though slightly less strict than Tier 1, they provide dependable regional protection.

C Grade License

Issued by regulators in emerging markets, these licenses offer basic protections such as minimum capital requirements and AML policies. Oversight is less stringent, so traders should exercise caution and verify safety measures.

D Grade License

From jurisdictions with minimal oversight, these licenses often lack key protections like fund segregation and insurance. While attractive for operational flexibility, they pose higher risks to traders.

TrustFinance is not a licensed financial advisor and is not affiliated with any financial institutions in your region. We encourage you to do your own research before making any investment decisions.