The Planners Network, Inc.

The Planners Network, Inc. (CRD# 108355) is a financial advisory firm headquartered in Temecula, CA. They manage $233,537,733 in 1,284 accounts and serve the financial needs of clients across 8 states (or territories).

By the Numbers
  • Total Assets Under Management
    234
    MILLION
  • Total Number of Accounts
    1,284
    ACCOUNTS
  • Average Account Value
    $181,883
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)
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.

AK, AZ, CA, CO, FL, MI, OR, WA

Financial Advisors at The Planners Network, Inc.
Showing 1 - 4 of 4 top financial advisors.
1
Paul J. Toohey
CRD#: 448088
140 S. Chaparral Court, Suite 130, Anaheim Hills, CA 92808
96
Wealthminder
score

Paul Toohey (CRD# 448088) is an Investment Advisor Representative working at The Planners Network, Inc. in Anaheim Hills, CA and has over 21 years of experience in the finance industry. Paul Toohey 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.

2
Belvin L. Doane
CRD#: 1475787
3880 S. Bascom Ave, Suite 210, San Jose, CA 95124
93
Wealthminder
score

Belvin Doane (CRD# 1475787) is an Investment Advisor Representative working at The Planners Network, Inc. in San Jose, CA and has over 12 years of experience in the finance industry.

3
Mark H. Hull
CRD#: 1139069
1633 W. Lewis Street, San Diego, CA 92103
86
Wealthminder
score

Mark Hull (CRD# 1139069) is an Investment Advisor Representative working at The Planners Network, Inc. in San Diego, CA and has over 34 years of experience in the finance industry. Mark Hull 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.

4
Dieter E. Thurow
CRD#: 1435375
239 Center Street, Suite A, Healdsburg, CA 95448
83
Wealthminder
score

Dieter Thurow (CRD# 1435375) is an Investment Advisor Representative working at The Planners Network, Inc. in Healdsburg, CA and has over 23 years of experience in the finance industry.

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