# PlanRock Investments

PlanRock Investments is a Bank / Wealth / Trust based in Franklin, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** Franklin, United States
- **Region:** North America
- **Address:** Franklin, TN, United States
- **Founded:** 2019
- **Assets under management:** Undisclosed
- **Website:** planrock.com
- **LinkedIn:** https://www.linkedin.com/company/planrock-investments

## Regulatory record

- **Reports private funds:** No

## About

PlanRock Investments was established in 2019 by Brett Land. It operates as a registered investment advisor from its headquarters in Franklin, Tennessee. The firm provides financial planning and discretionary portfolio management to individuals, families, and corporate clients. Its formation reflects a broader trend of advisory practices emerging in secondary US markets, targeting clients underserved by wirehouse-dominated distribution models. The firm's core service model combines goals-based financial planning with managed account portfolios. Asset-class exposure typically spans equities, fixed income, and alternatives where suitable, with an emphasis on low-cost implementation and tactical rebalancing. Geographic client concentration skews toward the Southeastern US, with a particular weighting in Tennessee and surrounding states. The firm sources clients through direct relationships rather than institutional distribution channels or large custodial referral networks. AUM and headcount figures for PlanRock are not publicly disclosed. The firm operates without adjacent vehicles, philanthropic foundations, or club-like co-investment structures known as of the current record. The advisory entity is organized as a Tennessee-domiciled RIA without a disclosed private fund family or broker-dealer affiliate. This lean structure is consistent with founder-led practices prioritizing fee-based advisory over commission-driven product sales. Structurally, PlanRock's differentiation lies in location strategy: building a scalable, fiduciary-model RIA in a suburban Southeastern market rather than competing for talent and client assets in saturated coastal financial centers. Whether this translates into a durable cost advantage or simply reflects founder preference is an open question, but it locates the firm in the same demographic path as the broader migration of affluent households into the Sunbelt.

## People

- Brett Land — Founder and CEO

## Questions

### Who runs investment decisions at PlanRock Investments?

Brett Land, the firm's founder and CEO, leads investment and advisory decisions. As a principal of a smaller RIA, he is directly involved in portfolio construction and client relationship management. The firm has not publicly disclosed additional investment committee members or an external chief investment officer.

### What investment approach does PlanRock take for client portfolios?

The firm employs goals-based financial planning paired with discretionary portfolio management. While detailed strategy documentation is not publicly available, the model includes diversified exposure across equities, fixed income, and alternatives subject to client suitability, with an emphasis on low-cost implementation and tactical rebalancing.

### Where are PlanRock's clients primarily located?

The client base skews strongly toward the Southeastern United States, with a concentration in Tennessee and adjacent markets. The firm's Franklin, Tennessee headquarters positions it to serve affluent households migrating into the Sunbelt, a demographic pattern that has accelerated since the firm's 2019 founding.

## Related profiles

- [Plano Retirement Security Plan](https://altss.com/profile/plano-retirement-security-plan)
- [Planven](https://altss.com/profile/planven)

---

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

Canonical page: https://altss.com/profile/planrock-investments

Maintained by Altss — https://altss.com — methodology: https://altss.com/methodology