Planning Directions, Inc.

Planning Directions, Inc. (CRD# 120131) is a financial advisory firm headquartered in Glen Mills, PA. They manage $304,404,318 in 1,023 accounts and serve the financial needs of clients across 7 states (or territories).

By the Numbers
  • Total Assets Under Management
    304
    MILLION
  • Total Number of Accounts
    1,023
    ACCOUNTS
  • Average Account Value
    $297,560
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, LA, NJ, NY, PA, TX

Financial Advisors at Planning Directions, Inc.
Showing 1 - 3 of 3 top financial advisors.
1
Frederick J. Dunbar
CRD#: 1011229
239 Baltimore Pike, Glen Mills, PA 19342

Frederick Dunbar (CRD# 1011229) is an Investment Advisor Representative working at Planning Directions, Inc. in Glen Mills, PA and has over 38 years of experience in the finance industry.

2
Matthew S. Ellis
CRD#: 5588159
239 Baltimore Pike, Glen Mills, PA 19342

Matthew Ellis (CRD# 5588159) is an Investment Advisor Representative working at Planning Directions, Inc. in Glen Mills, PA and has over 13 years of experience in the finance industry. Matthew Ellis 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
William F. Muller
CRD#: 2247363
239 Baltimore Pike, Glen Mills, PA 19342

William Muller (CRD# 2247363) is an Investment Advisor Representative working at Planning Directions, Inc. in Glen Mills, PA and has over 28 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.

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