Plan Strategies Inc.

Plan Strategies Inc. (CRD# 110048) is a financial advisory firm headquartered in Denver, CO. They manage $57,375,048 in 26 accounts and serve the financial needs of clients across 4 states (or territories).

By the Numbers
  • Total Assets Under Management
    57
    MILLION
  • Total Number of Accounts
    26
    ACCOUNTS
  • Average Account Value
    $2,206,733
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Pension consulting services
  • Other
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

CO, LA, MN, OR

Financial Advisors at Plan Strategies Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Brice J. Williams
CRD#: 2663962
717 17th Street, Suite 2100, Denver, CO 80202
96
Wealthminder
score

Brice Williams (CRD# 2663962) is an Investment Advisor Representative working at Plan Strategies Inc. in Denver, CO and has over 8 years of experience in the finance industry.

2
Matthew A. Annalora
CRD#: 2157226
1675 Broadway, Suite 500, Denver, CO 80202
81
Wealthminder
score

Matthew Annalora (CRD# 2157226) is an Investment Advisor Representative working at Plan Strategies Inc. in Denver, CO and has over 25 years of experience in the finance industry.

3
Matthew G. Padera
CRD#: 6523667
1675 Broadway, Suite 500, Denver, CO 80202
67
Wealthminder
score

Matthew Padera (CRD# 6523667) is an Investment Advisor Representative working at Plan Strategies Inc. in Denver, CO and has 1 year of experience in the finance industry.

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