Overview
Assets Under Management: $181 million
Headquarters: FRESNO, CA
Frequently Asked Questions
PLAN LIFE & WEALTH MANAGEMENT, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #44960), PLAN LIFE & WEALTH MANAGEMENT, INC. is subject to fiduciary duty under federal law.
PLAN LIFE & WEALTH MANAGEMENT, INC. is headquartered in FRESNO, CA.
According to their SEC Form ADV, PLAN LIFE & WEALTH MANAGEMENT, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, selection of other advisors, and educational seminars and workshops. View all service details ↓
PLAN LIFE & WEALTH MANAGEMENT, INC. manages $181 million in client assets according to their SEC filing dated March 21, 2025.
According to their SEC Form ADV, PLAN LIFE & WEALTH MANAGEMENT, INC. serves high-net-worth individuals and institutional clients. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Investment Advisor Selection, Educational Seminars
Clients
Total Client Accounts: 744
Discretionary Accounts: 743
Non-Discretionary Accounts: 1
Regulatory Filings
CRD Number: 44960
Filing ID: 1964469
Last Filing Date: 2025-03-21 15:43:00
Website: https://planfinancial.com