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| Keyboard |
| Planned Financial Services LLC
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|---|---|
| CRD # | 112879 |
| SEC # | 801-110086 |
| CIK # | |
| AUM | 472.5 M (2026-02-25) |
| Employees | 13 (38% Investors, 38% Brokers) |
| Phone | 440-740-0130 |
| Address | 7000 Fitzwater Road Cleveland, OH 44141 |
| Source | [IAPD] [Website] [Twitter] [LinkedIn] [Facebook] |
| Total AUM ($M) |
|---|
| AUM Breakdown | Accounts | AUM ($M) |
|---|---|---|
| By Client Type | ||
| (a) Individuals (other than high net worth individuals) | 167 | 70.1 |
| (b) Individuals (high net worth individuals) | 88 | 342.6 |
| (c) Banking or thrift institutions | 0 | 0.0 |
| (d) Investment companies | 0 | 0.0 |
| (e) Business development companies | 0 | 0.0 |
| (f) Pooled investment vehicles | 0 | 0.0 |
| (g) Pension and profit sharing plans | 29 | 59.7 |
| (h) Charitable organizations | 0 | 0.0 |
| (i) State or municipal government entities | 0 | 0.0 |
| (j) Other investment advisers | 0 | 0.0 |
| (k) Insurance companies | 0 | 0.0 |
| (l) Sovereign wealth funds and foreign official institutions | 0 | 0.0 |
| (m) Corporations or other businesses not listed above | 0 | 0.0 |
| (n) Other | 0 | 0.0 |
| Total | 834 | 472.5 |
| By Discretionary | ||
| Discretionary | 805 | 412.8 |
| Non-Discretionary | 29 | 59.7 |
| Total | 834 | 472.5 |
| By Non-United States Persons | ||
| Non-United States Persons | 0.0 | |
| United States Persons | 472.5 | |
| Total | 834 | 472.5 |
| Firm Profile (Form ADV) | |
|---|---|
| Serves | Institutional, Retail |
| Comparable Firms | State | AUM |
|---|---|---|
|
Trueblood Wealth Management LLC
✚
|
OH | 474.1 M |
|
Markowski Brothers Holding Corporation
✚
|
473.9 M | |
|
Spielberger & Brooks Inc
✚
|
NY | 473.8 M |
|
Juncture Wealth Strategies LLC
✚
|
AZ | 473.6 M |
|
Coign Capital Advisors LLC
✚
|
UT | 472.9 M |
|
Blue Water Wealth Inc
✚
|
OR | 472.8 M |
|
Financial Arcitects Inc
✚
|
MI | 472.5 M |
|
WealthEdge Investment Advisors LLC
✚
|
NY | 472.1 M |
|
Wealth Effects LLC
✚
|
MA | 472.0 M |
|
Rinkey Investments
✚
|
CA | 471.1 M |