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 28 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 26 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 6 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 3 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 26 years of experience in the finance industry.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.