Plan Professionals Incorporated (Topeka)

Name: Plan Professionals Incorporated
Address: 112 Sw 6 Th Ave., Ste 400, Topeka, KS, 66603 3810
Telephone: 785-357-7777

Plan Professionals Incorporated is an adviser based in Topeka. It manages $25.36 million of regulatory assets for 157 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of Kansas.

Plan Professionals Incorporated provides financial planning services, portfolio management for individuals and small businesses, and tax return preparation, accounting write-up, bill paying and analysis, payroll and tax planning.. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Plan Professionals Incorporated: assets under management

The assets under management (AUM) of Plan Professionals Incorporated is $25.36 million. The firm's AUM has gone down by -31% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $15.71 million in discretionary accounts and $9.65 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $163.66 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $158.25 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Plan Professionals Incorporated for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Plan Professionals Incorporated

Mark Allen Schneider has been acting as President since 1 Jan 1992. Jake Beryl Schneider joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Mark Allen Schneider	President	1 Jan 1992	75% - 100%	1275330
Jake Beryl Schneider	President	1 Jun 2012	Other	6088473

Based in Topeka

The principal office where Plan Professionals Incorporated performs its advisory services is located at 112 Sw 6 Th Ave., Ste 400, Topeka, KS 66603 3810 The mailing address of the firm is 112 Sw 6 Th Ave., Ste 400, Topeka, KS 66603 3810. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 785-357-7777 or by fax 785-354-1442. The normal business hours are 9:00am-5:00pm on Monday - Friday. You can find more information about the New York firm at www.planinc.org.