Planned Solutions, Inc. fees and pricing

Financial planner in Folsom, California. Registered with the SEC.

According to its Form ADV Part 2A brochure dated March 10, 2026, Planned Solutions, Inc. charges $100⁠-⁠$250 an hour for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed March 10, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate: $100⁠-⁠$250/hr; “Hourly rates range from $100 to $250 per hour.”

Payment and refund terms, quoted from the fee section of the brochure.

“The fee will be paid quarterly, in advance, based on the market value of the account on the last trading day of the preceding calendar quarter.”
“The first payment shall be prorated to cover the period from the date that the Account is invested through the end of the next full calendar quarter.”
“If fees are not debited from the account, the client will be billed directly.”

Its hourly rate of $100-$250 is below the California median of $300. 7% of the 932 other California planners that publish an hourly rate charge less.
None of the 5 other planners in Folsom that publish an hourly rate charge less.

How the firm is paid: Hourly fees, percentage of assets under management
Charges a % of assets: Yes
Highest asset based fee in brochure: 1.1% a year
Minimum: $100,000 in assets (stated in brochure)
Clients: 827
Employees: 11
Works with: Individuals and high net worth individuals
Services reported to regulators: Financial planning and portfolio management for individuals and small businesses
Assets managed: $670,996,783
Registered with: U.S. Securities and Exchange Commission
Disciplinary disclosures: None reported
SEC CRD number: 105052
Website: plannedsolutions.com (opens in new tab)
Phone: (916) 361-0100

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.