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PLANNED SOLUTIONS, INC.

FOLSOM, CA · CRD 105052 · IAPD ↗ · plannedsolutions.com · 916-361-0100

$671.0MRegulatory AUM
6Advisory reps
11Employees
14Clients
251-500Planning clients
0Private funds
12States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

45
May 2026 — PLANNED SOLUTIONS, INC. notice-filed in CO.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
61
April 2026 — PLANNED SOLUTIONS, INC. reports 251-500 financial-planning clients, up from 101-250.
Financial-planning client bucket (Item 5H) moved up, e.g. 11-25 -> 26-50.
Financial planning software
47
April 2025 — PLANNED SOLUTIONS, INC. notice-filed in MT, VA.
Notice-filed in new state(s): the firm is taking clients somewhere new.
ComplianceMarketing & brand
53
April 2025 — PLANNED SOLUTIONS, INC. shrank from 7 to 5 advisory reps.
Advisory representative count fell materially — advisors are moving, or the firm is shrinking.
Recruiting & transitionsM&A & valuation
70
April 2025 — PLANNED SOLUTIONS, INC. crossed $500M in regulatory AUM ($468.2M -> $540.0M).
Regulatory AUM crossed $500M.
Portfolio / reporting / TAMPCRMIntegration & migration consulting

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.