Planning Directions, Inc.

Planning Directions, Inc. (CRD# 120131) is a financial advisory firm headquartered in Glen Mills, PA. They manage $159,634,592 in 847 accounts and serve the financial needs of clients across 5 states (or territories).

By the Numbers
  • Total Assets Under Management
    160
    MILLION
  • Total Number of Accounts
    847
    ACCOUNTS
  • Average Account Value
    $188,471
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
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.

DE, FL, NJ, NY, PA

Financial Advisors at Planning Directions, Inc.
Showing 1 - 2 of 2 top financial advisors.
1
Frederick J. Dunbar
CRD#: 1011229
239 Baltimore Pike, Glen Mills, PA 19342
101
Wealthminder
score

Frederick Dunbar (CRD# 1011229) is an Investment Advisor Representative working at Planning Directions, Inc. in Glen Mills, PA and has over 35 years of experience in the finance industry.

2
William F. Muller
CRD#: 2247363
239 Baltimore Pike, Glen Mills, PA 19342
96
Wealthminder
score

William Muller (CRD# 2247363) is an Investment Advisor Representative working at Planning Directions, Inc. in Glen Mills, PA and has over 23 years of experience in the finance industry. William Muller 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.

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