PLANNED FINANCIAL SERVICES, LLC
Doing business as RETURN ON LIFE WEALTH PARTNERS. SEC Form ADV profile.
Total regulatory AUM
$472,512,140
Discretionary
$412,787,982
Non-discretionary
$59,724,158
Firm details
- CRD number
- 112879
- SEC file number
- 801-110086
- Main office
- CLEVELAND, OH, United States
- Employees
- 13
- SEC status
- Approved
- Website
- HTTP://returnonlifewealth.com
- Fee structure
-
Percentage of AUM Hourly Subscription Fixed fees
As of October 2026.