Future Planning Associates, Inc.
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Future Planning Associates, Inc. - overview
Established
1974
Location
Williston, VT, US
Primary Industry
Financial Services
About
Future Planning Associates, Inc. is a US-based consulting firm specializing in retirement planning services. They offer tailored solutions to businesses, ensuring efficient management of retirement plans and fostering informed investment choices for their clients. Founded in 1974 and headquartered in Williston, US, Future Planning Associates, Inc.
focuses on retirement planning. The company has maintained a consistent business model without any noted pivots or subsidiaries. It has successfully executed one deal, with the most recent transaction occurring on February 17, 2026. The firm has a history of serving clients with a strong emphasis on personalized service in retirement solutions.
Future Planning Associates, Inc. provides comprehensive consulting and administration services in retirement planning, including the design and management of 401(k) plans, profit-sharing plans, employee stock ownership plans, and defined benefit plans. The firm emphasizes personalized service to help clients effectively manage their retirement plans and navigate asset placement and insurance options. They cater to a diverse clientele across various industries, offering tailored retirement solutions to meet specific needs.
Future Planning Associates, Inc. generates revenue through service-based fees charged at hourly rates for their consulting and administrative services. Clients typically initiate engagements by requesting proposals for retirement plan administration, which include detailed plans for design, implementation, and ongoing management. The firm fosters direct B2B relationships, providing solutions without commission-based influences, and maintains transparency regarding fees, which are reflective of the complexity of services provided by their Professionally Certified Pension Plan Administrators.
On February 17, 2026, Future Planning Associates, Inc. was acquired by Fiduciary Services, LLC, a portfolio company of Merit Financial Advisors. The acquisition aims to enhance Fiduciary Services' retirement services platform and support continuous growth. This strategic move indicates plans for future innovations in their offerings, with a focus on evolving their service capabilities to maintain competitiveness in the retirement planning sector.
Current Investors
Fiduciary Services, LLC
Primary Industry
Financial Services
Sub Industries
Accounting Services
Website
www.futureplanningassoc.com
Verticals
FinTech
Company Stage
Add-on
Total Amount Raised
Subscriber access only
Future Planning Associates, Inc. - deals
| Deals Type | Deal Status | Target (s) | Deal Date | Investor(s) | Seller(s) | Deal size (Mn) | Enterprise value (Mn) | Post-money valuation (Mn) | EBITDA multiple (x) | Revenue multiple (x) | Lead partner (s) |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Add-on | Completed | Future Planning Associates, Inc. | - |
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