Planned Solutions, INC.

Public-record details

Address

1130 Iron Point Road #170, Folsom, CA 95630

Phone

(916) 361-0100

Listed under

Financial planning, Hourly fees, % of assets managed

Legal name

Planned Solutions Financial & Insurance Services, INC.

CRD number

105052

Registration

SEC registered since 1988-11-25

Compensation (Form ADV 5.E)

Percentage of assets under management; Hourly charges

Commissions

None reported (Form ADV Item 5.E)

Services (Form ADV 5.G)

Financial planning; Portfolio management for individuals/small businesses

Regulatory assets under management

$671.0 million

Accounts managed

2,282

Clients reported (Form ADV 5.D)

827

Individual / high-net-worth clients

597 / 230

Employees

11

Other business activities (Form ADV 6.A)

Also active as: accountant or accounting firm

Disclosures reported on Form ADV

None reported

Latest Form ADV filing

2026-04-02

SEC registered investment adviser, CRD 105052, per the SEC IAPD compilation report of 2026-09-29. Source: SEC Investment Adviser Public Disclosure (IAPD) (record). Data as of 2026-09-30.

Read the official record

• SEC IAPD summary for CRD 105052 — registration, Form ADV, the Part 2 brochure (fees, conflicts, minimums).
• FINRA BrokerCheck — look up the individual advisers at this firm.
• Firm website (as listed on Form ADV)

Figures are what the firm reported on Form ADV Part 1A. “No commissions reported” means the firm did not check commissions as a form of compensation in Item 5.E; check Item 6.A activities and the Part 2 brochure for other conflicts. We do not rate or rank advisers.