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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 Aug 17, 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.