# PLANNING SOLUTIONS GROUP, LLC

PLANNING SOLUTIONS GROUP, LLC of FULTON, MD is an SEC-registered investment adviser.

## Registration

- CRD: 154118
- Type: SEC-registered investment adviser
- SEC file number: 801-71722
- Location: 8161 MAPLE LAWN BLVD, SUITE 400, FULTON, MD, 20759
- Phone: 301-543-6000
- Latest filing: 2019-04-25
- Regulatory AUM: $1.0B
- Discretionary AUM: $682.5M
- Non-discretionary AUM: $363.4M
- Clients: 32
- Accounts: 2,029

## Officers, owners & control persons (6)

| Name | Role | Location |
| --- | --- | --- |
| SECO ROBERT JOSEPH | MANAGER/CHIEF COMPLIANCE OFFICER | — |
| BRISKIN LAWRENCE JAY | MEMBER | — |
| KVECH TIMOTHY JERRY | MEMBER | — |
| HANNAHS DONALD STERLING | MEMBER | — |
| CARSON ROBERT HAYES | CHIEF COMPLIANCE OFFICER; MANAGING MEMBER; MANAGING MEMBER/CHIEF COMPLIANCE OFFICER | — |
| GRETCHEN LAUREN GAIL | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/154118/brochure
- Similar advisers: https://search.stillhousedata.com/firm/154118/similar
- Related entities: https://search.stillhousedata.com/firm/154118/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/154118

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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.