# Platinum Planning

Platinum Planning is a Multi Family Office based in Sarasota, United States.

## Overview

- **Organization type:** Multi Family Office
- **Headquarters:** Sarasota, United States
- **Region:** North America
- **Founded:** 1999
- **Assets under management:** Undisclosed
- **Website:** platinumplanninginc.com

## Regulatory record

- **CRD number:** 120213
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/120213

## About

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.

## People

- Russ Williamson

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

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