# The Planning Associates

The Planning Associates is a RIA.

## Overview

- **Organization type:** RIA
- **Assets under management:** Undisclosed
- **Website:** tpaoc.com

## Regulatory record

- **CRD number:** 121808
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/121808

## About

The Planning Associates, Inc. is a state-registered investment adviser in Phoenix, AZ. It manages approximately $32 million in regulatory assets. The firm has 1 employee and 1 investment adviser.

## Related profiles

- [Patuxent Financial Planning, LLC](https://altss.com/profile/patuxent-financial-planning-llc)

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Last updated: 2026-08-10T23:49:37.812Z

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