Based in DENVER, CO, FINANCIAL PLANNING STANDARDS BOARD LTD operates as a Public Charity. The organization reported $5.2M in revenue, $5.3M in expenses, $4.7M in total assets for fiscal year 2025.
TO BENEFIT THE GLOBAL COMMUNITY BY ESTABLISHING, UPHOLDING, AND PROMOTING WORLDWIDE PROFESSIONAL STANDARDS IN FINANCIAL PLANNING. (CONTINUED ON SCHEDULE O)FINANCIAL PLANNING STANDARDS BOARD LTD.'S (FPSB) COMMITTMENT TO EXCELLENCE IS REPRESENTED BY THE MARKS OF PROFESSIONAL DISTINCTION CFP, CERTIFIED FINANCIAL PLANNER.
Officer compensation and complete director data available with membership.
| Year | Revenue | Expenses | Assets |
|---|---|---|---|
| 2025 | $5.2M | $5.3M | $4.7M |
| 2024 | $5.3M | $5.1M | $4.6M |
| 2023 | $5.4M | $5.4M | $4.6M |
| 2022 | $5.1M | $5.3M | $4.7M |
| 2021 | $4.7M | $4.8M | $4.8M |
Between 2021 and 2025, reported annual revenue grew from $4.7M to $5.2M (+10%), with total assets most recently reported at $4.7M.
Interactive year-over-year charts and full filing details available with membership.
