PLAN FINANCIAL

9 E River Park Pl E, Suite 440
Fresno, California 93720-1530
Tel: 559-433-1110

About PLAN FINANCIAL

PLAN FINANCIAL, formally registered with the SEC as PLAN FINANCIAL. The firm was established in 03/08/2018. They have over 1 offices throughout the country.

PLAN FINANCIAL is a Fresno, California based Financial Planning firm with nearly $170,331,464 assets under management, offering retirement planning & investment advisory services to 768 clients. The firm is staffed with 6 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	44960
SEC#	801-112596
Assets Managed by Firm	$170,331,464
No. of Clients	768
No. of Advisors	6

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Portfolio management for businesses or institutional clients
Selection for other advisors
Education seminars/workshops

Firm Client Information

	No. of Clients	AUM
Firm Total	768	$170,331,464
Individuals (other than high net worth individuals)	738	$137,351,615
Pension and profit sharing plans	16	$26,135,864
Charitable organizations	9	$5,254,856
Corporations or other businesses	5	$1,589,129

More Retirement Planning firms in Fresno, California:

Firm Name	Assets Under Management	Total Clients	Total Advisors
CAPITAL RESEARCH AND MANAGEMENT COMPANY 333 S Hope Street, 55th Floor Los Angeles, CA, 90071-1406	$3,315,358,763,219	22262	1384
BLACKROCK FUND ADVISORS 400 Howard Street San Francisco, CA, 94105	$3,047,294,350,591	522	700
PACIFIC INVESTMENT MANAGEMENT COMPANY LLC 650 Newport Center Drive Newport Beach, CA, 92660	$2,615,929,249,500	2811	3194
CHARLES SCHWAB INVESTMENT MANAGEMENT, INC 211 Main Street San Francisco, CA, 94105	$1,098,805,397,188	304509	857
FRANKLIN ADVISERS, INC. One Franklin Parkway, Building 970, 1st Floor San Mateo, CA, 94403	$467,015,634,913	18979	408

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