Financial Planning Association
EIN 752180552 · 501(c)(6) · Public charity · Plano, TX · recognized 2000
- Assets
- $485K
- Revenue
- $379K
- Expenses
- $340K
- Investment income
- $16
Form 990 fiscal year ended 12/31/2024
Investment managers
Advisory firms linked via Form 990 Part VII independent contractors.
No linked investment managers yet.
Highest-paid contractors
Form 990 Part VII-B, independent contractors paid over $100k.
None reported.
Officers & directors
Form 990 Part VII-A for the latest fiscal year.
| Name | Title | Compensation | Other |
|---|---|---|---|
| Melissa Hall | Executive di | $106,800 | $0 |
| Melissa Brennan | Secretary | $0 | $0 |
| Lacey Garcia | President el | $0 | $0 |
| Adrienne Anthony | Treasurer | $0 | $0 |
| Greg Lanier | Career devel | $0 | $0 |
| Jason Loveless | Allied profe | $0 | $0 |
| Dallas Mckee | President | $0 | $0 |
| Joel Berg | Corp. partne | $0 | $0 |
| Stefan Simpson | Technology | $0 | $0 |
| Caleb Brian | Education | $0 | $0 |
| Madison Wallace | Nexgen | $0 | $0 |
| Tyler Young | Public relat | $0 | $0 |
| Chad Smith | Advocacy | $0 | $0 |
| Wes Shannon | Pro bono | $0 | $0 |
| Devin Delapp | Special even | $0 | $0 |