# THE PLANNING ASSOCIATES, INC.

THE PLANNING ASSOCIATES, INC. of PHOENIX, AZ is an SEC-registered investment adviser.

## Registration

- CRD: 121808
- Type: SEC-registered investment adviser
- Location: 15215 S. 48TH ST., SUITE 130, PHOENIX, AZ, 85044
- Phone: 480.993.3757
- Latest filing: 2026-01-20
- Regulatory AUM: $32.2M
- Discretionary AUM: $32.2M
- Clients: 1
- Accounts: 53

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/121808/brochure
- Similar advisers: https://search.stillhousedata.com/firm/121808/similar
- Related entities: https://search.stillhousedata.com/firm/121808/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/121808

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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.