# PLANNING DIRECTIONS, INC.

PLANNING DIRECTIONS, INC. of GLEN MILLS, PA is an SEC-registered investment adviser.

## Registration

- CRD: 120131
- Type: SEC-registered investment adviser
- SEC file number: 801-62686
- Location: 239 BALTIMORE PIKE, GLEN MILLS, PA, 19342-1127
- Phone: 610-361-0865
- Latest filing: 2026-02-12
- Regulatory AUM: $542.4M
- Discretionary AUM: $499.6M
- Non-discretionary AUM: $42.9M
- Clients: 8
- Accounts: 1,431

## Business model

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

## Officers, owners & control persons (5)

| Name | Role | Location |
| --- | --- | --- |
| Matthew Scott Ellis | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| William Francis Muller | CHIEF EXECUTIVE OFFICER | — |
| DUNBAR FREDERICK JOHN | PRESIDENT; PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| ELLIS MATTHEW SCOTT | PRESIDENT AND CHIEF COMPLIANCE OFFICER | — |
| MULLER WILLIAM FRANCIS | CHIEF EXECUTIVE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120131/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120131/similar
- Related entities: https://search.stillhousedata.com/firm/120131/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120131

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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.