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PLANNED SOLUTIONS, INC.
PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.
CRD 105052 · SEC 801-33162
1130 IRON POINT ROAD #170, FOLSOM, CA, 95630-8310, United States
Phone
916-361-0100
Fax
916-361-0191
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$671.0M
Discretionary AUM
$662.9M
Team
11 total employees; 6 advisory reps; 14 broker-dealer reps
Clients
251-500
Fees
Percentage of AUM; Hourly charges
Org form
Corporation
Filing date
2026-04-02
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 597 | $137.7M |
| High net worth individuals | 230 | $533.3M |
States served
AZ, CA, CO, ID, LA, MT, NV, NM, OR, VA, WA, TX
All web addresses on file
Official SEC filing: View on IAPD