Financial Planning Consultants, Llc
- Regulatory AUM
- —
- Discretionary
- —
- Clients
- —
- Avg AUM / client
- —
- Accounts
- —
- Employees
- 3
AUM over time
Annual snapshots from Form ADV filings · as of Jun 10, 2026
People (5)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| David Brian Doolin | Member | Sep 2000 (26y) | 10% – 25% | |
| Edward Allen Davis | Member | Sep 2000 (26y) | 10% – 25% | |
| Parkinson, Marc, Gordon | Managing Member, Chief Compliance Officer | Sep 2000 (26y) | 10% – 25% | |
| Wagstaff, Thomas, Alan | Member | Sep 2000 (26y) | 10% – 25% | |
| John Robert Kawamoto | Member | Jan 2002 (25y) | 10% – 25% |
Undisclosed: 0% – 50% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 06/10/2026 | 1.16 MB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Other fees
- • REFERRAL FEES
Services
- • Financial planning services
- • Selection of other advisers
Custody
Firm reports it does not have custody of client funds or securities (Item 9.A).
No custodian data reported or mined yet.
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Jun 10, 2026.
View current Form ADV (SEC/IAPD) ↗