Planned Solutions, Inc. is an SEC registered investment adviser organized as a corporation with a primary office location in Folsom, CA. Its latest Form ADV filing, dated April 2, 2026, reports $671M in regulatory assets under management, 11 employee, and 2,282 accounts.
Assets Under Management
$671M
Employees
11
Offices
--
Total Clients
827
Primary office
FOLSOM, CA
1130 IRON POINT ROAD #170, FOLSOM, CA, United States
Portfolio management for individuals and small businesses
Fee models offered
2 types reported
Asset based fees
Hourly charges
Sources checked May 13, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 72.2% of total clients.
Top client categories% of clientsClients
1
Individuals
72.2%
597
2
HNWI
27.8%
230
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$671Mas of April 2, 2026
Discretionary98.8%
$663M
99% of total RAUM98.8%
Non-discretionary1.2%
$8M
1% of total RAUM1.2%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Latest AUM$671M
Total Accounts2,282
10Y AUM Change+$493M (+276.4%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees11
Clients per Employee75:1
10Y Employee Change+3 (+37.5%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.