PLANNING DIRECTIONS, INC.
Doing business as COMMON CENTS PLANNING. SEC Form ADV profile.
Total regulatory AUM
$542,444,766
Discretionary
$499,560,474
Non-discretionary
$42,884,292
Firm details
- CRD number
- 120131
- SEC file number
- 801-62686
- Main office
- GLEN MILLS, PA, United States
- Employees
- 8
- SEC status
- Approved
- Fee structure
-
Percentage of AUM Hourly
As of October 2026.