PLAN PARTNERS LLC

PLAN PARTNERS LLC is an SEC-registered investment adviser (CRD 167647). Regulatory assets under management: $2.0M.

Registration

• CRD: 167647
• Type: Registered investment adviser
• Phone: 440-345-8003
• Latest filing: 2026-01-20
• Regulatory AUM: $2.0M
• Discretionary AUM: $2.0M
• Clients: 1
• Accounts: 17

Business model

Compensation: % of AUM, Fixed.

Clients served: High net worth, Pensions, Charities.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 167647 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search