Planned Security Advisors LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$3,160,000
Total clients
16
6% high-net worth
Total advisors
1
of 1 employees
Firm size
Independent
1 advisor
Average clients per advisor
16
Average account size
$197,500
About
Planned Security Advisors LLC is an independent, state‑registered investment adviser serving a small client base composed mainly of individual investors and retirement-plan sponsors. The firm offers discretionary asset management, financial planning, and ERISA plan services, and may engage sub‑advisors and a co‑advisor to implement client portfolios.
The firm’s investment process centers on asset allocation and a blend of analytical methods—including fundamental, technical, charting, cyclical analysis—and uses Monte Carlo planning for retirement projections; accounts are managed on a discretionary basis and reviewed at least quarterly. Planned Security Advisors may hold securities for the long term, employ short‑term trades when appropriate, and relies on third‑party model managers to select and maintain portfolio models.
What distinguishes the firm is its provision of ERISA 3(38) investment manager services to qualified retirement plans, a pension‑consulting role that is relatively uncommon among independent advisers. The brochure also notes the firm operates at modest scale (roughly $3.16 million in AUM with about 16 clients) and discloses that the principal spends significant time as an insurance producer and receives commissions for insurance sales, a secondary activity identified as a potential conflict of interest.
Client services
Expertise
Fee options
Financial planning fees up to $3,000 based on complexity and client needs
1.60% annually, billed quarterly in advance at 0.4% per quarter
Main office location
Planned Security Advisors LLC
2825 Cottonwood Parkway, #517
Cottonwood Heights UT 84121, United States
Number of offices
2
Most active in
Arizona · Colorado · Idaho · Nevada · Utah
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
-
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
-
Lawyer
They provide legal services, typically billed separately.
-
Real estate agent
They facilitate real estate transactions and may earn commissions.
-
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Not sure where to start?
We'll help you think it through – whether you ultimately need an advisor or not.
Warmer provides personalized recommendations and introductions to independent fiduciary advisors. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
Each advisor listed on our site is an independent fiduciary responsible for their own advice. Warmer may receive fees from advisors for participation or referrals; these fees are paid by advisors and do not affect the fees clients pay for advisory services.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Please review an advisor's Form ADV and do your own diligence before entering into an advisory relationship.
By using our service, you agree to Warmer's Terms of Service and Advisory Agreement and Privacy Policy. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")