# AIS Planning

AIS Planning is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **LinkedIn:** https://www.linkedin.com/company/ais-planning

## Regulatory record

- **CRD number:** 148821
- **SEC file number:** 801-132984
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/148821

## About

Plan your tomorrow. Enjoy your today. | AIS Planning works with motivated Individuals/Couples that value an unbiased, independent approach to holistic wealth management and financial planning services, for the benefit of themselves and those they care about; as well as business owners and non-profits that genuinely care about their employees'​ financial well-being.

## Questions

### Who runs investment decisions at AIS Planning?

AIS Planning has not publicly named any individual responsible for investment decisions. The firm's governance structure is not described in any publicly available source.

### What is AIS Planning's investment focus?

AIS Planning's investment focus is not disclosed. There is no public information regarding asset classes, sectors, geographic regions, or deal types the firm targets.

### Does AIS Planning engage in direct investments or commit to external funds?

There is no public evidence of AIS Planning making direct investments or fund commitments. The firm's investment approach is not documented in any known source.

### Has AIS Planning disclosed any portfolio companies or holdings?

No. AIS Planning has not publicly listed any portfolio companies, holdings, or investment exits in any public record or press release.

### How can institutional allocators or GPs engage with AIS Planning?

Public contact information for AIS Planning is not available. The firm does not appear to have a website, LinkedIn profile, or published email or phone number.

## Related profiles

- [B & V Advisors](https://altss.com/profile/b-and-v-advisors-llc)
- [Netherby Advisors LLC](https://altss.com/profile/netherby-advisors-llc)

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Last updated: 2026-07-06T01:24:11.003Z

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