PLANNED SECURITY ADVISORS LLC

Overview

Planned Security Advisors LLC operates as a small independent registered investment adviser focused on individual and family clients. The firm combines financial planning with discretionary portfolio management and also provides pension consulting and selection of other advisers when clients need outside expertise. Its business model is fee-based, using a mix of percentage-of-AUM and fixed fees, which aligns incentives toward ongoing portfolio oversight and planning relationships. Investment activity skews toward publicly traded equities accessed through exchange-traded vehicles, but the firm also acts as a capital allocator when appropriate, directing client capital to third-party managers for non-public strategies. Given the firm’s client base and average account size, the emphasis is on customized allocations suitable for mass-affluent households rather than large institutional mandates.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices