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 serves as the manager of a division within Planning Solutions Group; a Fulton MD hybrid RIA with over $500 million in assets under management.  The division he manages, called PSG Clarity, is a unique planning team that focuses on affordable & efficient financial planning for hard working Americans who have been under served by the investment management industry thus far.  Generally focusing on individuals under a certain threshold of investable assets, rather than above it, Brian & his team help everyday folks accomplish financial goals that have thus far proved difficult due to complexity, procrastination, or being overlooked by other planners.

In his 14th year as of January in the financial planning field, Brian focuses his practice in the areas of retirement planning, investments, & insurance protection, with a special interest in assisting public sector employees. He is the author of “Total Compensation: A Practical Guide to Federal Employee Benefits” which is available on Amazon.com & Amazon Kindle. In 2015 he will also be releasing the book “The Personal Finance Handbook, a Guide to the Most Common Personal Finance Questions”.  He has contributed articles or been quoted on personal finance by the WSJ, USNews.com, Yahoo Finance, 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 Michael Hodes’ Estate & Chris Hensley’s Retirement Planning 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.  Brian currently serves as a board member for the Baltimore chapter of the Society of Financial Service Professionals, is a member of the Maryland Financial Planning Association & participates on their PR committee, & is on the marketing committee of the West County Chamber of Commerce.

His profile as a financial planner is featured at wiseradvisor.com, the CFP board’s letsmakeaplan.org site, nerdwallet.com, Guidevine.com, SaplingAdvisory.com & Brightscope.com.  He has been interviewed as a featured author at Businessinfoguide.com.

Through the FPA’s speaker’s bureau he spoke in 2014 on federal employee benefits to the organization’s members & also at the Library of Congress for federal employees. He was named a 5 Star Wealth Manager for 2015.

He is a CERTIFIED FINANCIAL PLANNER™ (CFP®), 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.

Maryland Office 8161 Maple Lawn Blvd, Suite 400, Fulton, MD 20759 • Phone 301.543.6035 • Fax 301.543.6030 • [email protected]

- See more at: http://psgclarity.com

 

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 7 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 15 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 17 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 18 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 21 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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