PLAN LIFE & WEALTH MANAGEMENT, INC.
Doing business as PLAN FINANCIAL. SEC Form ADV profile.
Total regulatory AUM
$195,434,083
Discretionary
$194,797,108
Non-discretionary
$636,975
Firm details
- CRD number
- 44960
- SEC file number
- 801-112596
- Main office
- FRESNO, CA, United States
- Employees
- 6
- SEC status
- Approved
- Website
- HTTPS://WWW.PLANFINANCIAL.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.