TOAMS FINANCIAL

Legal name: PLANNING SOLUTIONS INTERNATIONAL LLC

CRD 300043File 801-120648

APPROVED

Retail clients

Filing as of Mar 30, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$108.8M

Bottom 25% of cohort (national)

Discretionary AUM

$108.8M

Clients

620

1,020 accounts

Employees

Bottom 25% of cohort in FL

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: MIRO
Registration date: Mar 29, 2021
Principal office: 1901 UNIVERSITY BLVD W, JACKSONVILLE, FL, 32217
Phone: (904) 733-5321
Website: https://twitter.com/ToamsFinancial

Assets & accounts

ADV Item 5F

Total regulatory AUM: $108.8M
Discretionary AUM: $108.8M
Non-discretionary AUM: $0
Discretionary accounts: 1,020
Non-discretionary accounts: 0
Total accounts: 1,020
AUM per client: $176K

Clients by type

ADV Item 5D

Client type	Clients	AUM
High net worth individuals	32	$25.7M
Individuals (other than high net worth individuals)	588	$83.2M

Compensation & activities

ADV Items 5E, 5G

Compensation

Fixed fees
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: 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.