RIA Intel›Advisers›Maryland›PLANNING SOLUTIONS GROUP, LLC

PLANNING SOLUTIONS GROUP, LLC

Advisory

N·FULTON, MD

Data as of Apr 25, 2019 · Source: SEC Form ADV

Total AUM

$1.0B

1-Year AUM Growth

+5.1%

3-Year CAGR

+25.9%

Employees

21

Assets Under Management

Total AUM$1.0B

Discretionary AUM$683M

Non-Discretionary AUM$363M

Discretionary %65.3%

Total Clients—

Team

Total Employees21

Investment Advisers32

Employee Growth (1Y)—

Filing History

Total Filings on Record40

First FilingJul 22, 2010

Latest FilingApr 25, 2019

🔒 Full AUM trend chart and 40 historical filings spanning 9+ years

Registration

Status—

Registration Date—

SEC RegisteredYes

Exempt ReportingNo

⚡ Succession Risk Score

Our proprietary 5-pillar model analyzes founder tenure, ownership concentration, AUM dependency, and more to score transition risk.

📊 Peer Benchmarking

See how this firm ranks against peers nationally and by state across AUM growth, efficiency, team size, and 16 other metrics.

👥 Owners & Officers

View the complete ownership structure from SEC Schedule A/B filings, including control persons and their tenure.

🏦 Client Demographics

Detailed breakdown of client types including individuals, high-net-worth, institutions, pension plans, and charitable organizations.

Get the full picture on PLANNING SOLUTIONS GROUP, LLC

Succession risk scoring, peer benchmarking, ownership structure, private fund details, and 20+ years of filing history.