PLANNED SOLUTIONS, INC.
SEC RegisteredPartnering For A Strong Financial Future
About the firm
Planned Solutions is a financial planning firm where a CERTIFIED FINANCIAL PLANNER professional™ will review your current situation and work with you to develop an individualized financial plan and implement an asset management strategy. The firm offers a comprehensive range of services including financial planning, retirement planning, investment management, estate planning, insurance analysis, and tax planning and preparation. They position themselves as a one-stop shop for all elements of a high-functioning financial plan.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment advice and management, tax planning and preparation, retirement planning, estate planning advice, insurance planning and review, college savings, loan review, employee benefit planning, and charitable gifts planning.
Who they serve
Individuals seeking financial stability and growth, families striving for financial security, business owners seeking financial expertise, and anyone looking to invest in their financial future.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 597 | $138M |
| High Net Worth Individuals | 230 | $533M |
14 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
6 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $0 - $250,000.99 | 1.10% |
| $250,001 - $500,000.99 | 1.05% |
| $500,001 - $750,000.99 | 1.00% |
| $750,001 - $1,000,000.99 | 0.95% |
| $1,000,001 - $2,000,000.99 | 0.85% |
| $2,000,001 and above | 0.50% |
Data as of April 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. PLANNED SOLUTIONS, INC. has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
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