Overview
Assets Under Management: $348 million
Headquarters: LANCASTER, PA
High-Net-Worth Clients: 153
Average Client Assets: $1 million
Frequently Asked Questions
PLANNING STRATEGIES, 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 #117105), PLANNING STRATEGIES, INC. is subject to fiduciary duty under federal law.
PLANNING STRATEGIES, INC. is headquartered in LANCASTER, PA.
PLANNING STRATEGIES, INC. serves 153 high-net-worth clients according to their SEC filing dated March 27, 2025. View client details ↓
According to their SEC Form ADV, PLANNING STRATEGIES, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
PLANNING STRATEGIES, INC. manages $348 million in client assets according to their SEC filing dated March 27, 2025.
According to their SEC Form ADV, PLANNING STRATEGIES, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 153
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 63.07
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 1,344
Discretionary Accounts: 1,337
Non-Discretionary Accounts: 7
Regulatory Filings
CRD Number: 117105
Filing ID: 1958269
Last Filing Date: 2025-03-27 10:25:00
Website: https://visitpsionline.com