The Planning Associates, Inc.

The Planning Associates, Inc. (CRD# 121808) is a financial advisory firm headquartered in Phoenix, AZ. They manage $26,400,000 in 56 accounts and serve the financial needs of clients across 2 states (or territories).

Current Firm Details
15215 S. 48th St., Suite 130, Phoenix, AZ 85044
http://www.theplanningassociates.com
By the Numbers
  • Total Assets Under Management
    26
    MILLION
  • Total Number of Accounts
    56
    ACCOUNTS
  • Average Account Value
    $471,429
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
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ, IN

Financial Advisors at The Planning Associates, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Michael Furois, financial advisor Phoenix AZ
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 32 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals