Planned Asset Management

Planned Asset Management (CRD# 105986) is a financial advisory firm headquartered in Calabasas, CA. They manage $261,987,000 in 248 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    262
    MILLION
  • Total Number of Accounts
    248
    ACCOUNTS
  • Average Account Value
    $1,056,399
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
  • Selection of other advisers (including private fund managers)
  • 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.

CA, TX

Financial Advisors at Planned Asset Management
Showing 1 - 4 of 4 top financial advisors.
1
Stephen E. Benjamin
CRD#: 5446589
26135 Mureau Road, #201, Calabasas, CA 91302

Stephen Benjamin (CRD# 5446589) is an Investment Advisor Representative working at Planned Asset Management in Calabasas, CA and has over 13 years of experience in the finance industry. Stephen Benjamin has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Paul S. Okawa
CRD#: 2466447
26637 Agoura Road, Calabasas, CA 91302

Paul Okawa (CRD# 2466447) is an Investment Advisor Representative working at Planned Asset Management in Calabasas, CA and has over 27 years of experience in the finance industry.

3
Morrie W. Reiff
CRD#: 1317814
27001 Agoura Road, Suite 150, Calabasas, CA 91301

Morrie Reiff (CRD# 1317814) is an Investment Advisor Representative working at Planned Asset Management in Calabasas, CA and has over 30 years of experience in the finance industry. Morrie Reiff has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

4
Lawrence I. Schechter
CRD#: 4657087
26135 Mureau Road, #201, Calabasas, CA 91302

Lawrence Schechter (CRD# 4657087) is an Investment Advisor Representative working at Planned Asset Management in Calabasas, CA and has over 17 years of experience in the finance industry.

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