PLANB TAX & WEALTH ADVISORS LLC

The firm operates as a Registered Investment Advisor (RIA) that combines tax preparation with wealth management services. Clients can receive both tax planning and investment management under one business entity. This structure may improve coordination between tax obligations and portfolio strategy.

The firm does not publicly disclose specific asset class allocations or recommended investment vehicles. Given its tax-focused approach, it likely favors tax-efficient instruments like municipal bonds, index funds, or direct indexing to minimize taxable distributions.

Public records do not name the firm’s principal, chief investment officer, or senior wealth advisor. The SEC RIA filing may list an executive, but no names have been confirmed via press releases or third-party sources.

The firm does not disclose a publicly stated minimum account size. Smaller or mid-tier advisory firms that combine tax and wealth services often set lower minimums than pure-play asset managers.

No international offices or cross-border licensing have been identified. The firm is likely US-based, with services constrained to domestic clients given the tax expertise tied to the IRS code.

The firm’s tax focus suggests it could assist with IRA, 401(k), or SEP strategies, but no official communications confirm dedicated retirement plan advisory services. Clients should verify during the due-diligence process.

The firm does not publish its fee schedule publicly. RIA models commonly charge an assets-under-management fee (often 1% or less) for the wealth management side and hourly or per-return fees for tax preparation. Transparency is best verified in the Form ADV.