# PLANIT FINANCIAL LLC

PLANIT FINANCIAL LLC is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://planitfinancial.com
- **LinkedIn:** https://www.linkedin.com/company/planit-401k

## Regulatory record

- **CRD number:** 293533
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/293533

## About

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.

## People

- Keith Mayfield — President and Chief 401(k) Officer

## Related profiles

- [Morton Financial Advice LLC](https://altss.com/profile/morton-financial-advice-llc)
- [Pierce Financial](https://altss.com/profile/pierce-financial-llc)

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Last updated: 2026-08-11T15:07:49.000Z

Canonical page: https://altss.com/profile/planit-financial-llc

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