# PLANNING STRATEGIES, INC.

PLANNING STRATEGIES, INC. of LANCASTER, PA is an SEC-registered investment adviser.

## Registration

- CRD: 117105
- Type: SEC-registered investment adviser
- SEC file number: 801-112684
- Location: 147 NORTH SHIPPEN STREET, LANCASTER, PA, 17602
- Phone: 717-207-7123
- Latest filing: 2026-03-18
- Regulatory AUM: $384.8M
- Discretionary AUM: $382.7M
- Non-discretionary AUM: $2.1M
- Clients: 11
- Accounts: 1,414

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth, Pooled vehicles, Pensions

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Mitchell P Mark | CFO; CFO/COO | Santa Cruz, CA |
| Scott Glenn Smith | CCO | — |
| Gregory Cyril Staub | CIO | — |
| Matthew Cyril Staub | COO | — |
| Vanessa Marie Zook | HUMAN RESOURCE OFFICER | — |
| SMITH SCOTT GLENN | CCO; CCO/CIO | — |
| STAUB GREGORY CYRIL | CIO; COO | — |
| ZOOK VANESSA MARIE | CREATIVE DIRECTOR; HUMAN RESOURCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/117105/brochure
- Similar advisers: https://search.stillhousedata.com/firm/117105/similar
- Related entities: https://search.stillhousedata.com/firm/117105/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/117105

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.