Flexible Plan Investments Ltd
Bloomfield Hills, MI·SEC-registered · CRD #110762
Flexible Plan Investments Ltd is an SEC-registered investment advisory firm in Bloomfield Hills, MI managing $1.5B across 10k client accounts, with 5 advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$1.5B
Client accounts
10k
Advisory staff
5
Fee model
Fee-only
How Flexible Plan Investments Ltd is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Flexible Plan Investments Ltd
How much does Flexible Plan Investments Ltd manage?
Per its most recent SEC Form ADV filing (03/31/2026), Flexible Plan Investments Ltd reports $1.5B in regulatory assets under management across roughly 10k client accounts.
How does Flexible Plan Investments Ltd charge?
Flexible Plan Investments Ltd is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Flexible Plan Investments Ltd a fiduciary?
Yes. Flexible Plan Investments Ltd is registered with the U.S. Securities and Exchange Commission (CRD #110762), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Flexible Plan Investments Ltd taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Flexible Plan Investments Ltd and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Flexible Plan Investments Ltd's public SEC Form ADV filing (CRD #110762, filed 03/31/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Flexible Plan Investments Ltd. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Flexible Plan Investments Ltd? Claim this profile.