# PLANNED SOLUTIONS, INC.

PLANNED SOLUTIONS, INC. is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** https://plannedsolutions.com

## Regulatory record

- **CRD number:** 105052
- **SEC file number:** 801-33162
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/105052

## About

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.

## 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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Last updated: 2026-07-06T01:24:23.363Z

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