RETURN ON LIFE WEALTH PARTNERS

Legal name: PLANNED FINANCIAL SERVICES, LLC

CRD 112879File 801-110086

APPROVED

Retail clients

Filing as of Feb 25, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$472.5M

Above cohort median (national)

Discretionary AUM

$412.8M

Non-discretionary $59.7M

Clients

284

834 accounts

Employees

Above cohort median in OH

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: CHRO
Registration date: Mar 14, 2017
Principal office: 7000 FITZWATER ROAD, SUITE 300, CLEVELAND, OH, 44141
Phone: 440-740-0130
Website: HTTP://returnonlifewealth.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $472.5M
Discretionary AUM: $412.8M
Non-discretionary AUM: $59.7M
Discretionary accounts: 805
Non-discretionary accounts: 29
Total accounts: 834
AUM per client: $1.7M

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	88	$342.6M
Pension and profit sharing plans	29	$59.7M
Individuals (other than high net worth individuals)	167	$70.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
Hourly charges
Subscription fees
A percentage of assets under your management

Advisory activities

Financial planning services
Portfolio management for other
Portfolio management for individuals and/or small businesses

Custody

ADV Item 9

Firm Custody Cash: No
Firm Custody Assets: No
Firm Custody Clients: No
Firm Custody Securities: No
Related Person Custody Cash: No
Related Person Custody Assets: No
Related Person Custody Clients: No
Related Person Custody Securities: No

Disclosure events

ADV Item 11

This 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.