Planning Solutions Group, LLC

Planning Solutions Group, LLC (CRD# 154118) is a financial advisory firm headquartered in Fulton, MD. They manage $534,244,326 in 1,746 accounts and serve the financial needs of clients across 14 states (or territories).

By the Numbers
  • Total Assets Under Management
    534
    MILLION
  • Total Number of Accounts
    1,746
    ACCOUNTS
  • Average Account Value
    $305,982
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
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Selection of other advisers (including private fund managers)
  • Educational seminars/workshops
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, DC, DE, FL, GA, LA, MA, MD, NC, NY, PA, SC, TX, VA

Financial Advisors at Planning Solutions Group, LLC
Showing 1 - 10 of 14 top financial advisors.
1
Brian Kuhn
CRD#: 4474832
8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
104
Wealthminder
score

 

Brian Patrick Kuhn CFP®, CLU®, CLTC

 

Brian Kuhn is CERTIFIED FINANCIAL PLANNER™ (CFP®) with Planning Solutions Group in Fulton MD and has been working with households since 2002.  He works with families and individuals to outline their financial strategy, project their retirement readiness, assist with investment choices, layout a budget and savings plan, minimize risk, and make important life decisions.  Specifically, his clients are “exclusively those who do NOT feel wealthy”, a tag line for his business model demonstrating that all income and asset levels are welcome.

 

He is the author of “Total Compensation: A Practical Guide to Federal Employee Benefits”. In 2015 he released “The Personal Finance Handbook, a Guide to the Most Common Personal Finance Questions” both of which are available on Amazon.com & Kindle.  He has contributed articles or been quoted on personal finance by the WSJ, USNews.com, Yahoo Finance, Credit.com, HuffingtonPost, & Fedsmith.com, among others.  He has appeared in financial planning news articles at What’s Up Annapolis magazine, Taste of the Bay magazine, The Severna Park Voice, on various business radio shows, as well as on ABC News TV Affiliate WMAR in Baltimore.

 

He is the host of the bi-weekly TV show “Your Future Your Finances” which airs on channel 16 MMC in Montgomery County MD and on YouTube.  Brian currently serves as a board member for the Maryland Financial Planning Association & participates on their PR committee.  He is also a member of the Howard County Estate Planning Council, and MDDC Press Association.  Through involvement in a variety of organizations he regularly speaks in the Maryland area on personal finance. 

 

He is a Chartered Life Underwriter (CLU®), & Certified in Long Term Care (CLTC). He holds his FINRA Series 7, & 66 registrations.  Brian graduated from Towson University with a B.S. in Business Administration & a minor in English.  He lives with his wife Merin & their daughters Charlotte & Caroline in Odenton, MD.

 

8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759 • Phone 301.543.6035 • [email protected]

 

Securities offered through Triad Advisors, Member FINRA / SIPC.  Advisory Services offered through Planning Solutions Group, LLC.  Planning Solutions Group, LLC is not affiliated with Triad Advisors. PSG Clarity is a division of Planning Solutions Group, LLC

2
Christophe M. Dionot
CRD#: 5506009
8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
100
Wealthminder
score

Christophe Dionot (CRD# 5506009) is an Investment Advisor Representative working at Planning Solutions Group, LLC in Fulton, MD and has over 8 years of experience in the finance industry.

3
Jonathan V. Giordani
CRD#: 4245400
8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
96
Wealthminder
score

Jonathan Giordani (CRD# 4245400) is an Investment Advisor Representative working at Planning Solutions Group, LLC in Fulton, MD and has over 16 years of experience in the finance industry.

4
Larry P. Bormel
CRD#: 3164477
14409 Greenview Dr, Laurel, MD 20708
93
Wealthminder
score

Larry Bormel (CRD# 3164477) is an Investment Advisor Representative working at Planning Solutions Group, LLC in Laurel, MD and has over 18 years of experience in the finance industry.

5
Heather L. Donhauser
CRD#: 5180377
8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
93
Wealthminder
score

Heather Donhauser (CRD# 5180377) is an Investment Advisor Representative working at Planning Solutions Group, LLC in Fulton, MD and has over 9 years of experience in the finance industry.

6
Scott M. Gomsak
CRD#: 2643171
8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
93
Wealthminder
score

Scott Gomsak (CRD# 2643171) is an Investment Advisor Representative working at Planning Solutions Group, LLC in Fulton, MD and has over 18 years of experience in the finance industry.

7
Kathleen P. Nolan
CRD#: 2863854
8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
93
Wealthminder
score

Kathleen Nolan (CRD# 2863854) is an Investment Advisor Representative working at Planning Solutions Group, LLC in Fulton, MD and has over 19 years of experience in the finance industry.

8
Neal W. Seagle
CRD#: 2620878
8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
93
Wealthminder
score

Neal Seagle (CRD# 2620878) is an Investment Advisor Representative working at Planning Solutions Group, LLC in Fulton, MD and has over 22 years of experience in the finance industry.

9
Peter B. Smith
CRD#: 5799663
8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
93
Wealthminder
score

Peter Smith (CRD# 5799663) is an Investment Advisor Representative working at Planning Solutions Group, LLC in Fulton, MD and has over 6 years of experience in the finance industry.

10
Steven H. Stern
CRD#: 5901946
8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759
90
Wealthminder
score

Steven Stern (CRD# 5901946) is an Investment Advisor Representative working at Planning Solutions Group, LLC in Fulton, MD and has 1 year of experience in the finance industry. Steven Stern 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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