Plan Financial Inc

Retirement Planning Firm in Fresno County, CA

Firm Info
Address: 9 River Park Pl E, Fresno, CA 93720, USA
Website:
Phone: (559) 433-1110

Firm Size
Assets Under Management: $185.9 million
# of Advisors: 6
# of Clients: 754
Client to Advisor Ratio: 126:1
Average Account Size: $246,603
# of Offices: 1

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses
  • Portfolio Management for Businesses or Institutional Clients
  • Selection of Others Advisors
  • Publication of Periodicals or Newsletters
  • Educational Seminars & Workshops

Types of Clients
  • Individuals (Not High Net Worth)
  • Pension & Profit Sharing Plans
  • Charitable Organizations
  • Corporations or Other Businesses Not Listed Above

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Plan Financial Overview

PLAN FINANCIAL is a registered investment advisory firm based in Fresno, CA. The firm was established in 2018 and offers fee-only financial planning services to individuals and small businesses. At PLAN FINANCIAL, clients can expect a comprehensive approach to financial planning, with portfolio management services tailored to meet their unique needs. In addition to its core offerings, PLAN FINANCIAL also provides portfolio management services to businesses and institutional clients. This means that the firm can help manage investments for corporations, nonprofit organizations, and other entities that need guidance in managing their finances. What sets PLAN FINANCIAL apart is its commitment to education. The firm publishes regular newsletters and periodicals that provide valuable insights and tips on managing investments and reaching financial goals. PLAN FINANCIAL also hosts educational seminars and workshops to help clients stay up-to-date on important financial developments and best practices. Overall, PLAN FINANCIAL is an insurance broker and agent that provides a wide range of investment advice and management services, with a strong focus on education and client engagement. By partnering with PLAN FINANCIAL, clients can expect to receive personalized guidance and support to help navigate the complex world of finance and investing.

PLAN FINANCIAL serves a diverse range of clients across various sectors and industries. The firm caters to individuals seeking comprehensive financial planning, investment advice, and retirement solutions. Additionally, they assist pension and profit sharing plans with investment management, compliance, and fee analysis. They specialize in aiding charitable organizations in creating and managing investment portfolios that align with their mission and values. PLAN FINANCIAL also serves other corporation types not listed, offering customized services to meet each client's unique needs and goals. Regarding fee structures, PLAN FINANCIAL excels in flexibility, providing multiple fee options depending on the service provided. Clients can opt for a percentage of the assets under management, giving them a sense of transparency and control over their investment costs. Alternatively, hourly rates are available for specific financial planning and consulting services. This allows clients to pay for only the services they require, ensuring their investment in financial management is both efficient and cost-effective. Finally, fixed fees may be available for comprehensive financial planning and retirement services. These fees will be determined based on the complexity of the client's financial situation, the scope of services required, and other variables. Regardless of the service provided, PLAN FINANCIAL prioritizes transparency and open communication regarding fees, ensuring clients understand and approve of their investment in financial management.

Typical Clients, Fee Structures & Investment Minimum

According to the note about investment minimums in PLAN FINANCIAL's Part 2 Brochure, the firm requires a minimum initial investment of $250,000 for their Standard Investment Advisory Services. For their Managed Accounts and Custom Allocation Services, a higher minimum initial investment of $750,000 is generally required to open an account.

How This Office Can Help Fresno County, CA Residents

Plan Financial Inc assists clients in Fresno County, CA by providing comprehensive financial planning and investment management services. The company's experienced financial professionals work with individuals and families to understand their unique financial goals and develop customized plans to help them achieve those goals. From retirement planning and investment management to tax planning and estate planning, Plan Financial Inc provides a full range of financial services to clients in Fresno County, CA. Many residents of Fresno County, CA face financial challenges such as fluctuating incomes, high living expenses, and insufficient retirement savings. Plan Financial Inc assists these individuals by offering personalized financial planning and investment management services that can help them achieve financial stability and security. The company's team of experts is dedicated to helping clients navigate complex financial situations and make informed decisions that can help them achieve their financial goals.

To view the Minimum Investment and Fee Schedule for Plan Financial, visit their Part 2 Brochure.

Services Offered by Plan Financial

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.


Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Plan Financial most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Available
Percentage of Assets Under Management (AUM)
Hourly
Fixed Fees (Other than subscription)
Unavailable
Subscription (Newsletter or Periodical)
Commissions
Performance-based Fees
Other

Types of Clients


This Office Location

Firm location 9 River Park Pl E, Fresno, CA 93720, USA
Phone (559) 433-1110
Directions
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Other Office Locations

Firm Headquarters
Firm headquarters location 9 E RIVER PARK PL E, SUITE 440, FRESNO, CA 93720-1530, United States

This firm has no other locations.

State Registrations

Plan Financial is registered to service clients in the following states:

  • California

Disciplinary History

Plan Financial does not have any disclosures. Please visit it's Form ADV for more details.