THE PLANNING ASSOCIATES, INC.

THE PLANNING ASSOCIATES, INC. of PHOENIX, AZ is an SEC-registered investment adviser (CRD 121808). Regulatory assets under management: $32.2M.

Registration

• CRD: 121808
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 121808 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search