Fi Plan Partners, LLC Information
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Fi Plan Partners, LLC
Summary
Fi Plan Partners, LLC is a private company that has been in the industry for 20 years. The company currently specializes in the Financial Services area. Its headquarters is located at Birmingham, Alabama, USA. The number of employees ranges from 25 to 100. The annual revenue of Fi Plan Partners, LLC varies between 100K and 5.0M. To connect with Fi Plan Partners, LLC employee register on SignalHire.
Industries
Financial Services
Headquarters Location
Employees Size
10-50 employees
Specialties
Financial Planning, Wealth Management, College Planning, Retirement Planning, Business Consulting, Business, Social Media and Digital Strategies Consulting, Insurance, Estate Planning
SIC Code
6199
DMA Code
Birmingham Metropolitan Area
Founded
2005
Estimated Annual Revenue
$100K - 5.0M
Operating Status
Independent Company
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Organization Website
Social Links
Phone Number
205-989-3498
Employees Turnover 3 quarter 2025
Length of Employment
Employee tenure at Fi Plan Partners, LLC shows a diverse range of experience levels:
6% have been with the company for less than 1 year12% for 1–2 years12% for 3–4 years18% for 5–7 years12% for 8–10 years41% have over 11 years of service at Fi Plan Partners, LLCEx-employees positions
In Company
In New Company
Contact top employees from
Fi Plan Partners, LLC
Jason Hatley
Vice President; Financial Planning Manager
Felicia Ludlum
Chief Operating Officer
Adam Vansant
Senior Vice President of Operations & Advisory Services, Wealth Consultant
Robert Moody III
Senior Vice President, Wealth Consultant
Ashley Page
Senior Vice President, Wealth Consultant
Lexie Watts
Marketing Manager
Trey Booth
Chief Investment Officer, Senior Vice President, Wealth Consultant
Bobby Norman
Managing Director-Senior Vice President and Wealth Consultant
Greg Powell
President and CEO
Stephanie Grindle
Advisory Service Coordinator
Sonja McGittigan
Operations Specialist
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FAQ
Fi Plan Partners, LLC operates in the Financial Services industries. More details can be found on the official website: fiplanpartners.com.
The headquarters of Fi Plan Partners, LLC are located in Birmingham, United States.
You can contact Fi Plan Partners, LLC by phone at 205-989-3498.
Fi Plan Partners, LLC currently employs 10-50 people.
Fi Plan Partners, LLC's revenue is approximately < 1M.
