Planned Financial Security

Overview

Planned Financial Security operates as a sole proprietorship and is classified as an independent Registered Investment Advisor (RIA). The firm primarily focuses on providing financial planning services and portfolio management for individuals and small businesses. With a client base that consists of individuals and families, Planned Financial Security adopts a fee structure based on a percentage of assets under management (AUM). The firm does not engage in capital allocation, nor is it recognized as an active ESG investor, and it does not serve as a pension consultant.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices