Financial Planning Strategies Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Financial Planning Strategies

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Financial Planning Strategies 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	301 Edgewater Place Suite 100 Wakefield, MA 01880

Note: Revenues for privately held companies are statistical evaluations.


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

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

Financial Planning Strategies Annual Revenue and Growth Rate

Financial Planning Strategies	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 Strategies's revenues are gauged from an analysis of company filings.

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

Financial Planning Strategies 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 Strategies's Largest Competitors

A competitive analysis shows these companies are in the same general field as Financial Planning Strategies, 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 Strategies. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
TSD HOLDINGS	North Andover, MA	100
ARCLIGHT CONSULTING	Burlington, MA	79
VINEBROOK VENTURES	Burlington, MA	53
CONSTITUTION CAPITAL EQUITY PARTNERS	Andover, MA	44
VERANA NETWORKS	Chelmsford, MA	42
BOSTON PARTNERS FINANCIAL GROUP LLC 401K PLAN	Andover, MA	37

Other Companies at 301 Edgewater Place, Wakefield MA

Company	Headquarters	Revenue ($ MM)
ALLEGIANCE FUNDRAISING	Wakefield, MA	100
NORTHERN PARKLIFE	Wakefield, MA	54
DAVID	Wakefield, MA	52
ABLATIVE SOLUTIONS	Wakefield, MA	14
BEACONLIVE	Wakefield, MA	8

Future Competition: Financial Planning Strategies's Fastest Growing Competitors

These companies are in the same general field as Financial Planning Strategies 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)