Overview
Assets Under Management: $203 million
Headquarters: KANSAS CITY, MO
High-Net-Worth Clients: 81
Average Client Assets: $2.3 million
Frequently Asked Questions
THE PLANNED APPROACH, 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 #166638), THE PLANNED APPROACH, INC. is subject to fiduciary duty under federal law.
THE PLANNED APPROACH, INC. is headquartered in KANSAS CITY, MO.
THE PLANNED APPROACH, INC. serves 81 high-net-worth clients according to their SEC filing dated March 12, 2018. View client details ↓
According to their SEC Form ADV, THE PLANNED APPROACH, INC. offers financial planning and portfolio management for individuals. View all service details ↓
THE PLANNED APPROACH, INC. manages $203 million in client assets according to their SEC filing dated March 12, 2018.
According to their SEC Form ADV, THE PLANNED APPROACH, INC. serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 81
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 90.65%
Average Client Assets: $2.3 million
Total Client Accounts: 580
Discretionary Accounts: 580
Regulatory Filings
CRD Number: 166638
Filing ID: 1178378
Last Filing Date: 2018-03-12 11:55:00