Planned Financial Services

Planned Financial Services (CRD# 112879) is a financial advisory firm headquartered in Cleveland, OH. They manage $170,982,639 in 1,386 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    171
    MILLION
  • Total Number of Accounts
    1,386
    ACCOUNTS
  • Average Account Value
    $123,364
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
  • 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.

OH

Financial Advisors at Planned Financial Services
Showing 1 - 3 of 3 top financial advisors.
1
Elisabeth C. Plax
CRD#: 1277018
3690 Orange Place Dr., Suite 370, Cleveland, OH 44122
96
Wealthminder
score

Elisabeth Plax (CRD# 1277018) is an Investment Advisor Representative working at Planned Financial Services in Cleveland, OH and has over 32 years of experience in the finance industry. Elisabeth Plax 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
Yuanyuan Yang
CRD#: 6017690
Baltimore, MD
93
Wealthminder
score

Yuanyuan Yang (CRD# 6017690) is an Investment Advisor Representative working at Planned Financial Services in Baltimore, MD and has over 6 years of experience in the finance industry.

3
Daniel M. Goldfarb
CRD#: 5012141
7000 Fitzwater Road, Suite 300, Cleveland, OH 44141
86
Wealthminder
score

Daniel Goldfarb (CRD# 5012141) is an Investment Advisor Representative working at Planned Financial Services in Cleveland, OH and has over 12 years of experience in the finance industry.

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