Planful Finance LLC

Planful Finance LLC (CRD# 322439) is a financial advisory firm headquartered in Lake Oswego, OR. They manage $29,492,340 in 48 accounts and serve the financial needs of clients across 4 states (or territories).

Current Firm Details

525 3rd Street, Suite 200, Lake Oswego, OR 97034

https://www.linkedin.com/company/planful-finance/

By the Numbers

Total Assets Under Management

29

MILLION
Total Number of Accounts

48

ACCOUNTS
Average Account Value

$614,424

Compensation Options

A percentage of assets under your management
Hourly charges
Fixed fees (other than subscription fees)

Advisory Services Offered

Financial planning services
Portfolio management for individuals and/or small businesses

Types of Clients

Registered States

Registered Investment Advisor

The map below shows states where this firm has explicit registration only.

CA, OR, TX, WA

Financial Advisors at Planful Finance LLC

Showing 1 - 2 of 2 top financial advisors.

Scott M. Frey

CRD#: 6019842

525 3rd Street, Suite 200, Lake Oswego, OR 97034

Scott Frey (CRD# 6019842) is an Investment Advisor Representative working at Planful Finance LLC in Lake Oswego, OR and has over 11 years of experience in the finance industry.

David Case

CRD#: 7854515

525 3rd Street, Suite 200, Lake Oswego, OR 97034

David Case (CRD# 7854515) is an Investment Advisor Representative working at Planful Finance LLC in Lake Oswego, OR and has 1 year of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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

Request Proposals