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Platinum Planning
Platinum Planning, Inc. is an independent Registered Investment Adviser based in Sarasota, FL. The firm crafts tailored financial plans for individuals and...
Overview
Platinum Planning, Inc. is an independent Registered Investment Adviser based in Sarasota, FL. The firm crafts tailored financial plans for individuals and businesses, including portfolio management, retirement planning, and 401(k) plan management. Since 1999 it has delivered personalized, fee-based financial advice.
General information
Firm type
Multi Family Office
Year founded
1999
Location
Region
North America
Country
United States
City
Sarasota
Principals
Russ Williamson
Frequently asked questions
How does Platinum Planning ensure its advice remains independent?
As a registered investment advisor, Platinum Planning operates under a fiduciary standard, but the firm has not disclosed publicly the specific details of its fee-only status, brokerage affiliations, or potential conflicts. Structurally, the planning-first model reduces reliance on product-based compensation by design.
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