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PLANIT FINANCIAL LLC
Planit Financial LLC is a Registered Investment Advisory Firm specializing in 401(k), Profit Sharing, Cash Balance, 403(b), and other Defined Benefit and...
PLANIT FINANCIAL LLC
Planit Financial LLC is a Registered Investment Advisory Firm specializing in 401(k), Profit Sharing, Cash Balance, 403(b), and other Defined Benefit and Defined Contribution Qualified Plans. It is a specialized pension consulting firm that joins plans as a Plan Fiduciary and accepts responsibility to act in the best interests of plans, plan sponsors and plan participants. The firm assists businesses with employer-sponsored retirement plans and supports plan sponsors in their fiduciary role.
General information
Firm type
RIA
Principals
Keith Mayfield
President and Chief 401(k) Officer
Frequently asked questions
What is PLANIT FINANCIAL LLC?
PLANIT FINANCIAL LLC is a ria tracked on Altss.
What does Altss track for PLANIT FINANCIAL LLC?
Altss maintains an OSINT-verified profile of PLANIT FINANCIAL LLC covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is PLANIT FINANCIAL LLC's website?
PLANIT FINANCIAL LLC's public website is planitfinancial.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is PLANIT FINANCIAL LLC?
PLANIT FINANCIAL LLC is classified by Altss as a RIA.
How does Altss source intelligence on PLANIT FINANCIAL LLC?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was PLANIT FINANCIAL LLC's Altss profile last updated?
PLANIT FINANCIAL LLC's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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