PLANNED SOLUTIONS, INC.

1130 Iron Point Road #170
Folsom, California 95630-8310
Tel: 916-361-0100

About PLANNED SOLUTIONS, INC.

PLANNED SOLUTIONS, INC, formally registered with the SEC as PLANNED SOLUTIONS, INC. The firm was established in 11/25/1988. They have over 1 offices throughout the country.

PLANNED SOLUTIONS, INC. is a Folsom, California based Financial Planning firm with nearly $468,240,700 assets under management, offering retirement planning & investment advisory services to 2021 clients. The firm is staffed with 10 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	105052
SEC#	801-33162
Assets Managed by Firm	$468,240,700
No. of Clients	2021
No. of Advisors	10

Fee Structure

A percentage of AUM
Hourly charges

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses

Firm Client Information

	No. of Clients	AUM
Firm Total	2021	$468,240,700
Individuals (other than high net worth individuals)	582	$124,889,924
High net worth individuals	172	$343,350,776

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