Financial Planning Solutions Revenue, Growth & Competitor Profile

DBA FINANCIAL PLANNING SOLUTIONS, LLC

Company Profile & Annual Report for Financial Planning Solutions

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Financial Planning Solutions Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	1 - 10Exact Company Size
Primary Industry	523 Securities, Commodity Contracts & Other Financial Investments
Address	134 Rumford Ave Suite 203 Newton, MA 02466

Note: Revenues for privately held companies are statistical evaluations.


Financial Planning Solutions's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Financial Planning Solutions's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Financial Planning Solutions is classified as operating in the Securities, Commodity Contracts & Other Financial Investments industry, NAICS Code 523.

Financial Planning Solutions Annual Revenue and Growth Rate

Financial Planning Solutions	Revenue Est. ($ Million)	Growth Rate (%)	# Employees
2025	$1 - $10 million Details in Premium Report
2024
2023
2021
2020
2019

1-Year Growth Rate: 3-Year Growth Rate (CAGR):

Note: Financial Planning Solutions's revenues are gauged from an analysis of company filings.

Financial Planning Solutions's Income Statement (based on Industry Averages)

Financial Planning Solutions P&L	$ Millions
Revenue (Sales)
Cost of Goods Sold
Gross Profit
Operating Expenses
Advertising
Salaries and wages
Other Operating Expenses
Total Operating Expenses
Operating Income
EBITDA
EBIT (Earnings Before Interest and Taxes)
Net Profit

Market Share of Financial Planning Solutions's Largest Competitors

A competitive analysis shows these companies are in the same general field as Financial Planning Solutions, even though they may not compete head-to-head. These are the largest companies by revenue. However, they may not have the largest market share in this industry if they have diversified into other business lines. The "Competition" section of a business plan or investment memorandum would start by analyzing the information about these companies. Competitive advantage comes from offering better pricing or superior products/service.

Company	Headquarters	Revenue ($ MM)
CITIGROUP	Stamford, CT	100
FEDERAL HOME LOAN MORTGAGE	Mc Lean, VA	78
ADVISORTRUST	Sioux Falls, SD	63
STONEX GROUP	New York, NY	59
FIDELITY WORKPLACE SERVICES	Boston, MA	37
MORGAN STANLEY EXPANSION EQUITY IX INVESTMENT TEAM LEF	New York, NY	36
RITE-VALUE PHARMACY	Louisa, KY	28
GOLDMAN SACHS ASSET MANAGEMENT	New York, NY	26
TMH	Chattanooga, TN	16

Nearby Competitors

These companies are similar in business line and location to Financial Planning Solutions. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
COMMONWEALTH FINANCIAL NETWORK	Waltham, MA	100
ADVISER INVESTMENTS	Newton, MA	8
ADVISER INVESTMENT MANAGEMENT	Newton, MA	6
GW & WADE	Wellesley, MA	6
GROVESTREET	Newton, MA	3
WEBSTER EQUITY PARTNERS	Waltham, MA	3

Other Companies at 134 Rumford Ave, Newton MA

Company	Headquarters	Revenue ($ MM)
OCTO ADVISORY	Newton, MA	100
ALLIANCE HUMAN SERVICES	Newton, MA	0

Future Competition: Financial Planning Solutions's Fastest Growing Competitors

These companies are in the same general field as Financial Planning Solutions and are rapidly expanding. Companies may grow organically or through acquisition. In some cases apparently high growth rates may be caused by data that weren't available in previous years.

Company	Revenue ($ MM)