Planned Solutions, Inc.

Planned Solutions, Inc. (CRD# 105052) is a financial advisory firm headquartered in Folsom, CA. They manage $142,802,760 in 997 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    143
    MILLION
  • Total Number of Accounts
    997
    ACCOUNTS
  • Average Account Value
    $143,232
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)
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.

AZ, CA, MT, NH, NV, OR, TX, WA

Financial Advisors at Planned Solutions, Inc.
Showing 1 - 6 of 6 top financial advisors.
1
Chase W. Armer
CRD#: 4134404
1130 Iron Point Road, Suite 170, Folsom, CA 95630
96
Wealthminder
score

Chase Armer (CRD# 4134404) is an Investment Advisor Representative working at Planned Solutions, Inc. in Folsom, CA and has over 16 years of experience in the finance industry. Chase Armer 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
Scott F. McIntyre
CRD#: 1341534
1130 Iron Point Road #170, Folsom, CA 95630
96
Wealthminder
score

Scott McIntyre (CRD# 1341534) is an Investment Advisor Representative working at Planned Solutions, Inc. in Folsom, CA and has over 9 years of experience in the finance industry. Scott McIntyre 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.

3
Daryl W. Wong
CRD#: 5004221
1130 Iron Point Road #170, Folsom, CA 95630
96
Wealthminder
score

Daryl Wong (CRD# 5004221) is an Investment Advisor Representative working at Planned Solutions, Inc. in Folsom, CA and has over 8 years of experience in the finance industry. Daryl Wong 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
Joel R. Ransford
CRD#: 6030434
1130 Iron Point Road #170, Folsom, CA 95630
90
Wealthminder
score

Joel Ransford (CRD# 6030434) is an Investment Advisor Representative working at Planned Solutions, Inc. in Folsom, CA and has over 2 years of experience in the finance industry. Joel Ransford 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.

5
Shannon M. Druivenga
CRD#: 4354559
1130 Iron Point Road #170, Folsom, CA 95630
87
Wealthminder
score

Shannon Druivenga (CRD# 4354559) is an Investment Advisor Representative working at Planned Solutions, Inc. in Folsom, CA and has over 2 years of experience in the finance industry.

6
Catherine L. Dunnam
CRD#: 2308838
1130 Iron Point Road #170, Folsom, CA 95630
87
Wealthminder
score

Catherine Dunnam (CRD# 2308838) is an Investment Advisor Representative working at Planned Solutions, Inc. in Folsom, CA and has over 2 years of experience in the finance industry.

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Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.