Planned Solutions, Inc.

RIASEC RegisteredEst. 1988
Total AUM
$671M
Discretionary
$663M
99% of AUM
Avg account
$294K
Accounts
2,282
Employees
11
Advisory reps
6

Firm details

Headquarters
Folsom, California
CRD number
105052
Registered since
November 25, 1988
Website
www.plannedsolutions.com
Fee structure
Percentage of AUM, Hourly Charges
Client types
  • HNWI79.48%
  • Individuals20.52%
Services
Financial PlanningPortfolio Management for Individuals

Firm profile

FINTRX

Overview

Planned Solutions, Inc. is an independent registered investment adviser formed in 1988 and owned by an individual. The firm primarily serves individual and family clients, with a business profile that blends accounting services with financial planning and portfolio management for individuals and small businesses. Its advisory fees are charged as a percentage of assets under management and via hourly billing. Planned Solutions does not position itself as a capital allocator, does not pursue ESG integration as an active investor, and is not described as a multi-state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives

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Investment profile

FINTRX

Traditional investments used

Alternative investments used

Active ESG investor

Technology & operations

FINTRX

CRM & tech providers

TAMPs used

Clients

FINTRX

Client base

Client personas

Asset composition

Asset composition: Public Funds/Mutual Funds 56%, Exchange Traded Equities 37%, Cash & Cash Equivalents 6%, US Government Bonds 1%56%
  • Public Funds/Mutual Funds56%
  • Exchange Traded Equities37%
  • Cash & Cash Equivalents6%
  • US Government Bonds1%

Contacts

3 of 6
  • Scott Mcintyre

    Scott Mcintyre

    Financial PlannerCRD 1341534

  • Catherine Dunnam

    Catherine Dunnam

    Director of OperationsCRD 2308838

  • Chase Armer

    Chase Armer

    President of Planned SolutionsCRD 4134404

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Wealth teams

FINTRX

Newly hired reps

FINTRX

Recent M&A activity

FINTRX

Recent filings

FINTRX

Awards

FINTRX

ETF holdings

1 of 64

Active vs passive

$288M in ETFs

Passive

68%

$197M

Active

22%

$90.9M

ETFProviderStyleCategoryValueShares% of portfolio
ISHARES CORE S&P TOTAL US STOCK MARKET ETF (ITOT)BlackRockPassiveLarge Blend$39.2M238,64813.62%
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Location

Primary office

Folsom, CA

Sacramento

Location

Folsom, CA

Headquartered in Folsom, CA, anchoring the Sacramento-Roseville, CA metro in the West.

Metro area
Sacramento-Roseville, CA
Region
West
County
Sacramento
Address
1130 Iron Point Rd
Time zone
PT (UTC-8)
Office locations

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