Planned Wealth Consultants

Planned Wealth Consultants (CRD# 113923) is a financial advisory firm headquartered in Torrance, CA. They manage $5,300,000 in 29 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    5
    MILLION
  • Total Number of Accounts
    29
    ACCOUNTS
  • Average Account Value
    $182,759
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Commissions
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.

CA

Financial Advisors at Planned Wealth Consultants
Showing 1 - 2 of 2 top financial advisors.
1
Joseph R. Gonzales
CRD#: 2670718
3655 Torrance Blvd., Suite 400, Torrance, CA 90503
96
Wealthminder
score

Joseph Gonzales (CRD# 2670718) is an Investment Advisor Representative working at Planned Wealth Consultants in Torrance, CA and has over 21 years of experience in the finance industry. Joseph Gonzales 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
Barry H. Brown
CRD#: 3037081
3655 Torrance Blvd, Suite 250, Torrance, CA 90503
93
Wealthminder
score

Barry Brown (CRD# 3037081) is an Investment Advisor Representative working at Planned Wealth Consultants in Torrance, CA and has over 18 years of experience in the finance industry.

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