# PFS Planning LLC

PFS Planning LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 119610
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/119610

## About

PFS PLANNING LLC is a state-registered investment adviser in NEW YORK, NY. It has one employee and one investment adviser. The firm is based in NEW YORK, NY.

## Questions

### Who runs investment decisions at PFS Planning LLC?

No principals or investment committee members are publicly identified for PFS Planning LLC. The firm does not maintain a public-facing website or professional social media presence, and no regulatory filings have disclosed named decision-makers.

### Does PFS Planning LLC participate in fund commitments or only direct deals?

No fund commitments or direct deals involving PFS Planning LLC have been reported in the financial press, SEC filings, or pitchbook databases. The firm's investment approach — whether direct, fund-of-funds, or otherwise — is not observable from public records.

### What is PFS Planning LLC's known posture on co-investments alongside external GPs?

There is no public record of PFS Planning LLC participating in co-investments alongside external general partners. No GP relationships, club deals, or syndicated transactions have been reported in connection with the entity.

## Related profiles

- [Walbert Capital Management](https://altss.com/profile/walbert-capital-management-llc)
- [Mainland Financial](https://altss.com/profile/mainland-financial)

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Last updated: 2026-07-06T01:24:23.267Z

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