RIA Intel›Advisers›Oregon›PLANFUL FINANCE LLC

PLANFUL FINANCE LLC

Advisory

LAKE OSWEGO, OR

Data as of Feb 5, 2026 · Source: SEC Form ADV

Rank in OR

#297

of 305 advisers by AUM

Average account

$894K

across 60 accounts

AUM per adviser

$27M

2 advisers

Source: SEC Form ADV. Figures as filed Feb 5, 2026.

Total AUM

$54M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$54M

Discretionary AUM$54M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients60

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InCA, NY, OR, TX, WA

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

60 clients

20 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Closest by assets under management. All figures from Form ADV.

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PACIFIC CAPITAL WORKS, INC.

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