COMMON CENTS PLANNING

Legal name: PLANNING DIRECTIONS, INC.

CRD 120131File 801-62686

APPROVED

Retail clients

Filing as of Feb 12, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$542.4M

Above cohort median (national)

Discretionary AUM

$499.6M

Non-discretionary $42.9M

Clients

452

1,431 accounts

Employees

Below cohort median in PA

Identity & registration

ADV Item 1

Organization form: Corporation
Firm type: Registered
SEC region: PLRO
Registration date: Jan 14, 2004
Principal office: 239 BALTIMORE PIKE, GLEN MILLS, PA, 19342-1127
Phone: 610-361-0865
Website: HTTPS://WWW.FACEBOOK.COM/COMMON-CENTS-PLANNING-1577904878954852/

Assets & accounts

ADV Item 5F

Total regulatory AUM: $542.4M
Discretionary AUM: $499.6M
Non-discretionary AUM: $42.9M
Discretionary accounts: 1,420
Non-discretionary accounts: 11
Total accounts: 1,431
AUM per client: $1.2M

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	Fewer than 5	$1.0M
Charitable organizations	Fewer than 5	$44K
High net worth individuals	144	$363.0M
Pension and profit sharing plans	Fewer than 5	$1.2M
Individuals (other than high net worth individuals)	308	$134.4M

Compensation & activities

ADV Items 5E, 5G

Compensation

Hourly charges
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 17, 2026	Clients	463	452
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.