Flexible Plan Investments Review


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Flexible Plan Investments, federally registered in 1984, is a Registered Investment Advisor (RIA) in 52 state(s) with a licensed staff of 4 advisors. Flexible Plan Investments manages $1.7 billion and provides investment advisory services for 20,462 clients (1:5116 advisor/client ratio). This firm does not have a disciplinary history.

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Firm Information


Feature Value
Minimum Investment $25,000
Avg Account Balance $81,478
Hybrid Advisor No
Disciplinary History No
Total AUM $1.7 billion
Advisor / Client Ratio 1:5116
Headquarters Bloomfield Hills, MI
SEC Filings Forms and Brochures
State(s) Registered AL, AK, AZ, AR, CA, CO, CT, DE, DC, FL, GA, HI, ID, IL, IN, IA, KS, KY, LA, ME, MD, MA, MI, MN, MS, MO, MT, NE, NV, NH, NJ, NM, NY, NC, ND, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VT, VA, WA, WV, WI, WY


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