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RETURN ON LIFE WEALTH PARTNERS
PLANNED FINANCIAL SERVICES, LLC
CRD 112879 · SEC 801-110086
7000 FITZWATER ROAD, SUITE 300, CLEVELAND, OH, 44141, United States
Phone
440-740-0130
Fax
440-740-0339
Registration
Registered (APPROVED)
Source
SEC registered
Total AUM
$472.5M
Discretionary AUM
$412.8M
Team
13 total employees; 5 advisory reps
Clients
11-25
Fees
Percentage of AUM; Hourly charges; Subscription fees; Fixed fees
Org form
Limited Liability Company
Filing date
2026-02-25
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Pension consulting
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 167 | $70.1M |
| High net worth individuals | 88 | $342.6M |
| Pension/profit sharing plans | 29 | $59.7M |
States served
CA, CO, MD, NY, OH, OR, PA, TX, FL
All web addresses on file
- HTTP://returnonlifewealth.com
- https://plannedfinancial.com/
- https://401kprosperity.com/
- https://x.com/plannedfinan
- https://www.linkedin.com/company/return-on-life-wealth
- https://www.facebook.com/ReturnOnLifeWealth/
- https://www.youtube.com/user/plannedfinancial
- https://www.facebook.com/FrankFantozziReturnOnLifeWealth
- https://www.facebook.com/frank.fantozzi
- https://twitter.com/@return_onlife
Official SEC filing: View on IAPD