# PLATINUM PLANNING, INC.

PLATINUM PLANNING, INC. of SARASOTA, FL is an SEC-registered investment adviser.

## Registration

- CRD: 120213
- Type: SEC-registered investment adviser
- Location: 534 SOUTH PINEAPPLE AVENUE, SARASOTA, FL, 34236
- Phone: 941-444-5260
- Latest filing: 2026-02-16
- Regulatory AUM: $32.6M
- Discretionary AUM: $32.6M
- Clients: 1
- Accounts: 309

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/120213/brochure
- Similar advisers: https://search.stillhousedata.com/firm/120213/similar
- Related entities: https://search.stillhousedata.com/firm/120213/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/120213

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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.