What departments does Fi Plan Partners, LLC have?

Fi Plan Partners, LLC has employees across 2 departments including Finance, Consultant.

What is the largest department at Fi Plan Partners, LLC?

The largest department at Fi Plan Partners, LLC is Finance with 1 employees.

Where are Fi Plan Partners, LLC employees located globally?

Fi Plan Partners, LLC has employees across 3 continents and 3 countries including Nigeria, United States Of America, Australia.

How has Fi Plan Partners, LLC's team size changed over time?

Fi Plan Partners, LLC's team has decreased from approximately 11 to 10 employees based on available data.

Fi Plan Partners, LLC Employee Directory

Financial ServicesAlabama, United States11-50 Employees

Fi Plan Partners, LLC operates in the financial services sector and provides personalized financial planning through its Your Financial House framework. The firm constructs a tailored Financial Blueprint for clients, with aims to reduce anxiety, leverage individual strengths, and increase financial understanding, while maintaining regular communication about portfolios and market developments. Based in Birmingham, Alabama, the company serves clients through a collaborative team approach, emphasizing ongoing engagement and education to address client concerns about the unknown. The organization, associated with LPL Financial for securities and advisory services, presents itself as a client-centric firm focused on customized planning within the broader wealth management industry.

Fi Plan Partners, LLC Global Highlights

North America
28

United States Of America
28

Africa
1

Nigeria
1

Oceania
1

Australia
1

Fi Plan Partners, LLC's Leadership

A. L.
Company Owner
Mobile Phone
Email
D. K.
Cofounder
Mobile Phone
Email
K. E.
Owner
Mobile Phone
Email
J. H. C. C. P.
Vice President; Financial Planning Manager
Mobile Phone
Email
M. H.
Svp, Financial Planning And Wealth Consultant
Mobile Phone
Email
L. C.
Director, The Ferraro Group Reno
Mobile Phone
Email

Fi Plan Partners, LLC Employee Metrics

100%

50%

0%

2026

2025

Banking
Accounting
Administrative
Analytics
Arts & Design
Other

Contact profiles from Fi Plan Partners, LLC

Name

Title

Contact Info

Location

Last Update

A. L.
Company Owner
Mobile Phone
Email
Oct 23, 2024
D. K.
Cofounder
Mobile Phone
Email
Oct 16, 2024
K. E.
Owner
Mobile Phone
Email
Oct 16, 2024
J. H. C. C. P.
Vice President; Financial Planning Manager
Mobile Phone
Email
Aug 06, 2024
M. H.
Svp, Financial Planning And Wealth Consultant
Mobile Phone
Email
Jun 08, 2026
L. C.
Director, The Ferraro Group Reno
Mobile Phone
Email
Oct 22, 2024

Frequently Asked Questions

What is Fi Plan Partners, LLC known for?

Fi Plan Partners, LLC was founded in 2005 operates in the Financial Services industry. The company's main headquarters is located in 5825 Feldspar Way Birmingham, Alabama 35244 United States; you can contact the main corporate office by phone at

+1-205-989-****

. Explore Fi Plan Partners, LLC's company overview page for more information.

What is Fi Plan Partners, LLC's most common email format?

Fi Plan Partners, LLC employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Fi Plan Partners, LLC email formats with LeadIQ.

How many employees does Fi Plan Partners, LLC have currently?

Fi Plan Partners, LLC has approximately 13 employees as of June 2026. These team members are located across 3 continents, including North AmericaAfricaOceania.

Who are Fi Plan Partners, LLC's key employees and leadership?

As of June 2026, Fi Plan Partners, LLC's key employees include:

Company Owner: A. L.
Cofounder: D. K.
Owner: K. E.
Vice President; Financial Planning Manager: J. H. C. C. P.
Svp, Financial Planning And Wealth Consultant: M. H.

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Fi Plan Partners, LLC Employee Directory

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