Planned Solutions, Inc.

Overview

Planned Solutions, Inc. is an independent registered investment adviser focused on individuals and families, offering financial planning and portfolio management for individuals and small businesses. The firm is SEC-registered and first registered in 1988. Ownership is held by an individual, and the firm also lists accounting among its business activities and industry affiliations. Fee arrangements include a percentage-of-assets model alongside hourly charges. Service delivery appears tailored to private clients rather than institutional pension work or capital allocation mandates. The firm is not flagged as an active ESG investor and is not presented as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices