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
By the Numbers
-
Total Assets Under Management26MILLION
-
Total Number of Accounts56ACCOUNTS
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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
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
AZ, IN
Financial Advisors at The Planning Associates, Inc.
1
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.
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