PLANNED SOLUTIONS, INC.

Overview

Planned Solutions, Inc. is an independent registered investment adviser that has been SEC-registered since 1988 and is owned by an individual. The firm markets itself to individuals and families and provides financial planning and portfolio management for individuals and small businesses. Its fee structure combines a percentage-of-AUM model with hourly charges, and the firm is also registered as an accountant, reflecting a practice that blends tax/accounting work with advisory services. On the investment side, Planned Solutions, Inc. leans toward liquid, public-market vehicles: broad-market ETFs and mutual funds form the core of client portfolios, while corporate debt is used to build fixed-income exposure. The firm is not a capital allocator to third‑party private fund managers and is not identified as an active ESG investor. Portfolios emphasize cost-effective, diversified public funds rather than concentrated single-stock bets or large allocations to private alternatives.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices