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PLANNED SOLUTIONS, INC.
Legal name: PLANNED SOLUTIONS FINANCIAL & INSURANCE SERVICES, INC.
CRD 105052File 801-33162
APPROVED
Retail clients
Custody
Filing as of Apr 2, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$671.0M
Above cohort median (national)
Discretionary AUM
$662.9M
Non-discretionary $8.1M
Clients
827
2,282 accounts
Employees
11
Above cohort median in CA
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- SFRO
- Registration date
- Nov 25, 1988
- Principal office
- 1130 IRON POINT ROAD #170, FOLSOM, CA, 95630-8310
- Phone
- 916-361-0100
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $671.0M
- Discretionary AUM
- $662.9M
- Non-discretionary AUM
- $8.1M
- Discretionary accounts
- 2,275
- Non-discretionary accounts
- 7
- Total accounts
- 2,282
- AUM per client
- $811K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 230 | $533.3M |
| Individuals (other than high net worth individuals) | 597 | $137.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 10 | 11 | increased by1 |
| Apr 1, 2026 | Clients | 780 | 827 | increased by47 |
| Apr 1, 2026 | AUM | $540,020,062 | $670,996,783 | increased by$130,976,721 |
| Apr 1, 2026 | Accounts | 2,126 | 2,282 | increased by156 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 10 | increased by1 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 716 | 780 | increased by64 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $423,026,607 | $540,020,062 | increased by$116,993,455 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 1,861 | 2,126 | increased by265 |
| Mar 1, 2022 | Clients | 660 | 716 | increased by56 |
| Mar 1, 2022 | AUM | $340,823,517 | $423,026,607 | increased by$82,203,090 |
| Mar 1, 2022 | Accounts | 1,660 | 1,861 | increased by201 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PLANNED SOLUTIONS” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PLANNED SOLUTIONS” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.