PLANNED SOLUTIONS, INC.

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	California, United States

Employees

Total Number of Employees	10
Investment Advisory/Research	7
Registered Broker-Dealer Representatives	0
Registered State Investment Advisers	6
Licensed Agents of an Insurance Company	2
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	2,014	$467.7M
Non-Discretionary	7	$512,248
Total	2,021	$468.2M

Clients

Type	Number	RAUM
Individuals	582	$124.9M
HNW Individuals	172	$343.4M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	0	$0
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	0	$0
Other	0	$0

Type	Number
No. of Non-RAUM Clients	14
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	101-250

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businesses
Compensation	% of AUMHourly charges
Other Business Activities	Accountant or accounting firm

Identifiers

SEC RIA File Number	801-33162
SEC ERA File Number	801-33162
SEC CIK Numbers	1831332
SEC CRD Numbers	105052
Legal Entity Identifier	None

Principal Office

1130 IRON POINT ROAD #170
FOLSOM
CA
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic