The Planning Associates, Inc.

The Planning Associates, Inc. (CRD# 121808) is a financial advisory firm headquartered in Phoenix, AZ. They manage $14,200,000 in 110 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
  • Total Number of Accounts
  • Average Account Value
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
  • 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.


Financial Advisors at The Planning Associates, Inc.
Showing 1 - 1 of 1 top financial advisors.
Michael C. Furois
CRD#: 2225743
15215 S 48th St., Suite 130, Phoenix, AZ 85044

Michael Furois (CRD# 2225743) is an Investment Advisor Representative working at The Planning Associates, Inc. in Phoenix, AZ and has over 24 years of experience in the finance industry. Michael Furois 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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