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PLANNED SOLUTIONS, INC.
Planned Solutions, Inc. is an SEC-registered investment adviser in Folsom, CA, registered since 1988. The firm manages $671 million in assets, with $663...
Overview
Planned Solutions, Inc. is an SEC-registered investment adviser in Folsom, CA, registered since 1988. The firm manages $671 million in assets, with $663 million on a discretionary basis. It has 11 employees and 6 investment advisers. PLANNED SOLUTIONS, INC. was listed as registered with the SEC in the IAPD firm compilation observed on 2026-10-22. In Form ADV filed on 2026-04-02, it reported 11 employees; 2,282 advisory accounts; services including Financial planning, Portfolio management for individuals and small businesses; client categories including High net worth individuals, Individuals (other than high net worth individuals); compensation arrangements including A percentage of assets under management, Hourly charges. These are dated adviser-reported facts, not independently verified by Altss. Registration does not constitute approval or endorsement. This historical filing does not establish current registration status or operations.
General information
Firm type
RIA
Frequently asked questions
What investment stages does PLANNED SOLUTIONS, INC. typically target?
Investment stage preferences are not publicly documented. Without portfolio disclosures, no stage targeting can be inferred.
Which sectors does PLANNED SOLUTIONS, INC. explicitly avoid?
No sector avoidance information is available. The firm has not publicly stated any sector preferences or restrictions.
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