PLAN FOR IT FINANCIAL, LLC

Phone

(781)808-2349

Fax

—

Registration

— (—)

Source

State registered

Total AUM

—

Discretionary AUM

—

Team

1 total employees; 1 advisory reps; 17 broker-dealer reps

Clients

11-25

Fees

Hourly charges; Fixed fees

Org form

Limited Liability Company

Filing date

2026-01-15

Disciplinary history

No