Fi-Plan Partners Revenue, Growth & Competitor Profile

Company Profile & Annual Report for Fi-Plan Partners

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Fi-Plan Partners Fast Facts

Revenue	$1 - $10 million    See Exact Annual Revenue
Employees	10 - 100Exact Company Size
Primary Industry	52312 Securities Brokerage
Additional NAICS Codes	53112 Commercial Leasing
Address	505 Russet Bend Drive Hoover, AL 35244

Note: Revenues for privately held companies are statistical evaluations.


Fi-Plan Partners's Annual Report & Profile shows critical firmographic facts:

• What is the company's size? (Annual sales and employees)
  • Fi-Plan Partners's annual revenues are $1 - $10 million (see exact revenue data)
• What industry is the company in?
  • Fi-Plan Partners is classified as operating in the Securities Brokerage industry, NAICS Code 52312.

Fi-Plan Partners Annual Revenue and Growth Rate

Fi-Plan Partners	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: Fi-Plan Partners's revenues are gauged from an analysis of company filings.

Fi-Plan Partners's Income Statement (based on Industry Averages)

Fi-Plan Partners 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 Fi-Plan Partners's Largest Competitors

A competitive analysis shows these companies are in the same general field as Fi-Plan Partners, 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)
RITE-VALUE PHARMACY	Louisa, KY	100
CHARLES SCHWAB BANK SSB	Westlake, TX	47
LPL FINANCIAL	Fort Mill, SC	28
UBS FINANCIAL SERVICES	Weehawken, NJ	26
RBC USA HOLDCO	Minneapolis, MN	18
TD AMERITRADE INVESTMENT MANAGEMENT	Omaha, NE	14
AMERITRADE ONLINE HOLDINGS	Omaha, NE	14
MIZUHO SECURITIES USA	New York, NY	12
ROBERT W. BAIRD	Milwaukee, WI	10

Nearby Competitors

These companies are similar in business line and location to Fi-Plan Partners. While some companies compete with neighboring businesses for customers, other companies may compete to attract skilled employees.

Company	Headquarters	Revenue ($ MM)
JEMISON INVESTMENT	Birmingham, AL	100
NBC SECURITIES	Birmingham, AL	39
TIOS CAPITAL	Homewood, AL	26
PW MANAGEMENT	Birmingham, AL	6
FI-PLAN PARTNERS	Hoover, AL	6
WHATLEY FINANCIAL GROUP	Birmingham, AL	5

Future Competition: Fi-Plan Partners's Fastest Growing Competitors

These companies are in the same general field as Fi-Plan Partners 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)