# PRISM WEALTH PLANNING LTD. DBA THE PEOPLE'S PLANNER

PRISM WEALTH PLANNING LTD. DBA THE PEOPLE'S PLANNER is a RIA based in Canada.

## Overview

- **Organization type:** RIA
- **Headquarters:** Canada
- **Region:** North America
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 317874
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/317874

## About

PRISM WEALTH PLANNING LTD. DBA THE PEOPLE'S PLANNER is a state-registered investment adviser. It has one employee and one investment adviser.

## Sectors

- Wealth Management
- Financial Planning

## Questions

### Does The People's Planner charge commissions or hidden fees?

The firm positions itself as fee-only, meaning it does not earn commissions from selling products like mutual funds or insurance. Instead, clients pay a percentage of assets under management or a planning fee, which should be disclosed in the client agreement.

### Is The People's Planner regulated as a fiduciary?

As a registered investment advisor in Canada, PRISM Wealth Planning is required to act in the best interest of its clients under fiduciary standards set by provincial securities regulators. The firm markets itself as fee-only, reinforcing its fiduciary duty.

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

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