Planning Solutions Group, LLC

Planning Solutions Group, LLC (CRD# 154118) is a financial advisory firm headquartered in Fulton, MD. They manage $1,045,936,630 in 2,029 accounts and serve the financial needs of clients across 13 states (or territories).

By the Numbers
  • Total Assets Under Management
    1,046
    MILLION
  • Total Number of Accounts
    2,029
    ACCOUNTS
  • Average Account Value
    $515,494
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
  • Pension consulting services
  • 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.

DC, DE, FL, GA, MA, MD, NC, NY, PA, SC, TX, VA, WV

Financial Advisors at Planning Solutions Group, LLC
Showing 1 - 10 of 21 top financial advisors.
1
Larry P. Bormel
CRD#: 3164477
Laurel, MD 20708

Larry Bormel (CRD# 3164477) is an Investment Advisor Representative working at Planning Solutions Group, LLC in Laurel, MD and has over 21 years of experience in the finance industry.

2
Melinda L. Boyd
CRD#: 6251994
Fulton, MD 20759

Melinda Boyd (CRD# 6251994) is an Investment Advisor Representative working at Planning Solutions Group, LLC in Fulton, MD and has over 4 years of experience in the finance industry.

3
William T. Cannon
CRD#: 2162880
Fulton, MD 20759

William Cannon (CRD# 2162880) is an Investment Advisor Representative working at Planning Solutions Group, LLC in Fulton, MD and has over 28 years of experience in the finance industry.

4
Robert H. Carson
CRD#: 2372566
Fulton, MD 20759

Robert Carson (CRD# 2372566) is an Investment Advisor Representative working at Planning Solutions Group, LLC in Fulton, MD and has over 26 years of experience in the finance industry.

5
Alexander W. Cochran
CRD#: 5950624
Fulton, MD 20759

Alexander Cochran (CRD# 5950624) is an Investment Advisor Representative working at Planning Solutions Group, LLC in Fulton, MD and has over 5 years of experience in the finance industry.

6
Christophe M. Dionot
CRD#: 5506009
Fulton, MD 20759

Christophe Dionot (CRD# 5506009) is an Investment Advisor Representative working at Planning Solutions Group, LLC in Fulton, MD and has over 10 years of experience in the finance industry.

7
Heather L. Donhauser
CRD#: 5180377
Fulton, MD 20759

Heather Donhauser (CRD# 5180377) is an Investment Advisor Representative working at Planning Solutions Group, LLC in Fulton, MD and has over 12 years of experience in the finance industry.

8
Daniel E. Dupuy
CRD#: 6478009
Fulton, MD 20759

Daniel Dupuy (CRD# 6478009) is an Investment Advisor Representative working at Planning Solutions Group, LLC in Fulton, MD and has over 2 years of experience in the finance industry.

9
Joseph H. Evans
CRD#: 5970544
Fulton, MD 20759

Joseph Evans (CRD# 5970544) 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. Joseph Evans 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.

10
Jonathan V. Giordani
CRD#: 4245400
Fulton, MD 20759

Jonathan Giordani (CRD# 4245400) 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.

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