Overview
Assets Under Management: $368 million
Headquarters: CLEVELAND, OH
High-Net-Worth Clients: 73
Average Client Assets: $3 million
Frequently Asked Questions
PLANNED FINANCIAL SERVICES, LLC 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 #112879), PLANNED FINANCIAL SERVICES, LLC is subject to fiduciary duty under federal law.
PLANNED FINANCIAL SERVICES, LLC is headquartered in CLEVELAND, OH.
PLANNED FINANCIAL SERVICES, LLC serves 73 high-net-worth clients according to their SEC filing dated September 03, 2024. View client details ↓
According to their SEC Form ADV, PLANNED FINANCIAL SERVICES, LLC offers financial planning, portfolio management for individuals, and pension consulting services. View all service details ↓
PLANNED FINANCIAL SERVICES, LLC manages $368 million in client assets according to their SEC filing dated September 03, 2024.
According to their SEC Form ADV, PLANNED FINANCIAL SERVICES, LLC serves high-net-worth individuals and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Pension Consulting
Clients
Number of High-Net-Worth Clients: 73
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 65.12
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 755
Discretionary Accounts: 727
Non-Discretionary Accounts: 28
Regulatory Filings
CRD Number: 112879
Last Filing Date: 2024-09-03 00:00:00
Website: https://returnonlifewealth.com