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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 $168,413,992 assets under management, offering retirement planning & investment advisory services to 791 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 | $168,413,992 |
| No. of Clients | 791 |
| No. of Advisors | 6 |
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
Advisory Services Provided
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
- Educational Seminars/ Workshops
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 791 | $168,413,992 |
| Individuals (other than high net worth individuals) | 765 | $144,454,752 |
| Pension and profit sharing plans | 15 | $18,158,226 |
| Charitable organizations | 6 | $4,560,578 |
| Corporations or other businesses | 5 | $1,240,436 |
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|---|---|---|---|
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