Fee-only adviser · Folsom, CA
Planned Solutions, Inc.
Planned Solutions, Inc. is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Folsom, California. On its latest Form ADV, filed April 2, 2026, it reports $671M in regulatory assets under management, 827 individual clients and 6 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 105052 · SEC file 801-33162 |
| Office | 1130 Iron Point Road #170 Folsom, CA 95630 |
| Phone | (916) 361-0100 |
| Website | www.plannedsolutions.com |
| Regulatory assets under management | $671M ($663M discretionary) |
| Individual clients | 597 non-high-net-worth, 230 high-net-worth |
| Financial planning clients | 251-500 |
| How it charges | Percentage of assets, Hourly |
| Services | Financial planning, Portfolio management |
| Employees | 11 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | April 2, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Folsom
- Gasber Financial Advisors, Inc $178M
- Prudent Investor Advisors, LLC $1.3B
- Mathews Capital Management $40M
- Tor Wealth Advisors, LLC $81M
- Kim Knotts, RIA $8.3M
- Legacy Builders Financial, LLC $14M
See all 10 fee-only advisers in Folsom →
Nearby
- El Dorado Hills 7 firms
- Granite Bay 5 firms
- Fair Oaks 2 firms
- Roseville 13 firms
- Gold River 2 firms
- Loomis 1 firm
- Rocklin 5 firms
- Auburn 2 firms
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