← Directory
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 Oct 1, 2026
Regulatory AUM
$472.5M
Above cohort median (national)
Discretionary AUM
$412.8M
Non-discretionary $59.7M
Clients
284
834 accounts
Employees
13
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
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, 5GCompensation
- 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 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Mar 1, 2026 | Employees | 12 | 13 | increased by1 |
| Mar 1, 2026 | Clients | 286 | 284 | decreased by2 |
| Mar 1, 2026 | AUM | $392,229,187 | $472,512,140 | increased by$80,282,953 |
| Mar 1, 2026 | Accounts | 782 | 834 | increased by52 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 9 | 12 | increased by3 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 320 | 286 | decreased by34 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $383,614,887 | $392,229,187 | increased by$8,614,300 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 769 | 782 | increased by13 |
| Apr 1, 2022 | Employees | 11 | 9 | decreased by2 |
| Apr 1, 2022 | Clients | 301 | 320 | increased by19 |
| Apr 1, 2022 | AUM | $299,534,345 | $383,614,887 | increased by$84,080,542 |
| Apr 1, 2022 | Accounts | 686 | 769 | increased by83 |
| 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 “RETURN ON” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“RETURN ON” 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.