Platinum Planning, Inc.
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$32,590,055
Clients
205
4% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
205
Very HighAverage account size
$158,976
About
Platinum Planning, Inc. is a Registered Investment Adviser operated by a single advisor that provides ongoing investment advice, portfolio management, and financial planning services to individuals, IRAs, trusts, and business entities. The firm’s brochure states it works with both retail and institutional clients and offers services that include recommending asset allocations across cash, stocks, bonds, mutual funds, ETFs, options, and annuities.
The firm describes a tailored approach that considers each client’s objectives, time horizon, and risk tolerance and uses a range of strategies such as asset allocation, dollar-cost averaging, technical analysis, and both short- and long-term purchases. Platinum Planning offers discretionary and non-discretionary managed accounts, may appoint sub-advisers, and notes that client accounts may allow margin transactions and options trading, which involve additional risks.
Compared with peers, Platinum Planning is notable for the advisor’s relatively large client load (about 205 clients for a one-advisor firm) and for offering managed-account features that can include borrowing/margin and option strategies. The brochure also highlights the firm’s inclusion of annuities and comprehensive financial planning (including risk assessment/management) and its willingness to serve corporate and other business clients in addition to individual investors.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
Annuities
Options & derivatives strategies
Fee options
Fixed fees for financial planning projects ranging from $2,000 to $20,000
$0 - $500,000: 3.00% $500,001 - $1,000,000: 2.50% $1,000,001 - $1,500,000: 2.00% $1,500,001 - $2,000,000: 1.50% $2,000,001 - $2,500,000: 1.00% $2,500,001+: 0.50%
$100 - $400 per hour depending on negotiation
Minimum fee: $2,000 minimum fee for complete financial plan Fee-only: Fixed fees for financial planning generally range from $2,000 to $20,000 per project; Hourly fees range from $100 to $400 per hour
Main office location
Platinum Planning, Inc.
534 South Pineapple Avenue
Sarasota FL 34236, United States
Number of offices
1
Most active in
Platinum Planning, Inc. has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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