Planning Strategies, Inc.

Planning Strategies, Inc. (CRD# 117105) is a financial advisory firm headquartered in Lancaster, PA. They manage $76,699,183 in 621 accounts and serve the financial needs of clients across 2 states (or territories).

By the Numbers
  • Total Assets Under Management
    77
    MILLION
  • Total Number of Accounts
    621
    ACCOUNTS
  • Average Account Value
    $123,509
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
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.

FL, PA

Financial Advisors at Planning Strategies, Inc.
Showing 1 - 5 of 5 top financial advisors.
1
Susanne H. Dombrowski
CRD#: 1939883
147 N. Shippen Street, Lancaster, PA 17602
93
Wealthminder
score

Susanne Dombrowski (CRD# 1939883) is an Investment Advisor Representative working at Planning Strategies, Inc. in Lancaster, PA and has over 27 years of experience in the finance industry.

2
Steven M. Mitchell
CRD#: 2114236
147 N. Shippen Street, Lancaster, PA 17602
93
Wealthminder
score

Steven Mitchell (CRD# 2114236) is an Investment Advisor Representative working at Planning Strategies, Inc. in Lancaster, PA and has over 25 years of experience in the finance industry.

3
Kathleen L. Kelly
CRD#: 1865938
147 North Shippen Street, Lancaster, PA 17602
90
Wealthminder
score

Kathleen Kelly (CRD# 1865938) is an Investment Advisor Representative working at Planning Strategies, Inc. in Lancaster, PA and has over 5 years of experience in the finance industry.

4
Aaron M. Horner
CRD#: 6359028
147 North Shippen Street, Lancaster, PA 17602
88
Wealthminder
score

Aaron Horner (CRD# 6359028) is an Investment Advisor Representative working at Planning Strategies, Inc. in Lancaster, PA and has over 2 years of experience in the finance industry.

5
Scott G. Smith
CRD#: 2123979
147 N. Shippen Street, Lancaster, PA 17602
83
Wealthminder
score

Scott Smith (CRD# 2123979) is an Investment Advisor Representative working at Planning Strategies, Inc. in Lancaster, PA and has over 25 years of experience in the finance industry.

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