Plan Strategies Inc.

Plan Strategies Inc. (CRD# 110048) is a financial advisory firm headquartered in Denver, CO. They manage $201,979,382 in 104 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    202
    MILLION
  • Total Number of Accounts
    104
    ACCOUNTS
  • Average Account Value
    $1,942,109
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Pension consulting services
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.

CA, CO, LA, MN, TX

Financial Advisors at Plan Strategies Inc.
Showing 1 - 4 of 4 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 10 years of experience in the finance industry.

2
Jerrod A. Weiss
CRD#: 5350053
1675 Broadway, Suite 500, Denver, CO 80202
93
Wealthminder
score

Jerrod Weiss (CRD# 5350053) is an Investment Advisor Representative working at Plan Strategies Inc. in Denver, CO and has over 10 years of experience in the finance industry.

3
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 26 years of experience in the finance industry.

4
Matthew G. Padera
CRD#: 6523667
1675 Broadway, Suite 500, Denver, CO 80202
68
Wealthminder
score

Matthew Padera (CRD# 6523667) is an Investment Advisor Representative working at Plan Strategies Inc. in Denver, CO and has over 2 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.