# PLANNED SECURITY ADVISORS LLC

PLANNED SECURITY ADVISORS LLC of COTTONWOOD HEIGHTS, UT is an SEC-registered investment adviser.

## Registration

- CRD: 330345
- Type: SEC-registered investment adviser
- Location: 2825 COTTONWOOD PARKWAY, COTTONWOOD HEIGHTS, UT, 84121
- Phone: 801-783-1900
- Latest filing: 2026-02-23
- Regulatory AUM: $3.2M
- Discretionary AUM: $3.2M
- Clients: 1
- Accounts: 16

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/330345/brochure
- Similar advisers: https://search.stillhousedata.com/firm/330345/similar
- Related entities: https://search.stillhousedata.com/firm/330345/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/330345

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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.