# PLANB TAX & WEALTH ADVISORS LLC

PLANB TAX & WEALTH ADVISORS LLC is a RIA.

## Overview

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

## Regulatory record

- **CRD number:** 300278
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/300278

## About

PLANB TAX & WEALTH ADVISORS LLC is a state-registered investment adviser in Richardson, TX. The firm manages approximately $500 in regulatory assets. It has 1 employee and 1 investment adviser.

## Questions

### What is the minimum asset level to work with PLANB TAX & WEALTH ADVISORS LLC?

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.

### What is the fee structure for PLANB TAX & WEALTH ADVISORS LLC?

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.

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Last updated: 2026-06-03T20:00:00.000Z

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