AdvisorOS Directory
Claim Profile
Unclaimed Profile
IH

Isaac Ellsworth Halls

PLAN LIFE & WEALTH MANAGEMENT, INC.·FRESNO, California
Clean recordPLAN LIFE & WEALTH MANAGEMENT, INC.
9 E RIVER PARK PL E, SUITE 440, FRESNO, CA 93720-1530CRD# 5985502Firm CRD# 44960

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed
Identity
Isaac Ellsworth Halls · FRESNO, CA
Registration
CRD #5985502 · PLAN LIFE & WEALTH MANAGEMENT, INC.
Brand Profile
Not yet started
Disclosure history
Clean record · no disclosure events on file
01

About

Isaac Ellsworth Halls is a registered financial advisor based in FRESNO, California, affiliated with PLAN LIFE & WEALTH MANAGEMENT, INC.. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
Nonprofits & Foundations
Introduction

Speak with Isaac

No cost, no commitment — we'll confirm availability and reply within 2 business days.

Not sure if Isaac is the right fit? Take our 2-minute quiz →

03

Firm Overview

Firm
PLAN LIFE & WEALTH MANAGEMENT, INC.
PLAN FINANCIAL
AUM
$170M
Regulatory assets under management
Employees
6
Total firm employees
View all advisors at PLAN LIFE & WEALTH MANAGEMENT, INC. →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Security ratings or pricing services
Charitable organization or education services
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 5985502
Firm CRD# 44960
View on FINRA BrokerCheck →

Looking for a financial advisor in FRESNO?

Browse all registered financial advisors in FRESNO, California or claim this profile if it's yours.

Browse FRESNO AdvisorsAre you this advisor? Claim profile
05

Frequently Asked Questions

What services does Isaac Ellsworth Halls offer?
Isaac Ellsworth Halls specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in FRESNO, California for a consultation.
What are Isaac Ellsworth Halls's credentials?
Isaac Ellsworth Halls is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Isaac Ellsworth Halls located?
Isaac Ellsworth Halls is based in FRESNO, California, working with PLAN LIFE & WEALTH MANAGEMENT, INC.. Their office serves clients in the FRESNO metropolitan area and surrounding communities.
How does Isaac Ellsworth Halls charge for services?
Isaac Ellsworth Halls's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is PLAN LIFE & WEALTH MANAGEMENT, INC.?
PLAN LIFE & WEALTH MANAGEMENT, INC. has approximately 6 employees and manages $170M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
Not sure what to look for in an advisor?
Try our free Advisor Match Quiz →

Other Advisors at PLAN LIFE & WEALTH MANAGEMENT, INC.

John Robert Hooper
FRESNO, CA
Joel Robert Hooper
FRESNO, CA

More Advisors in FRESNO, California

Jarrett James Perez
TWO OAKS INVESTMENT MANAGEMENT, LLC·FRESNO, CA
Kelly Michelle Woesner
REGENCY INVESTMENT ADVISORS INC·FRESNO, CA
Philip Daniel Ray
REGENCY INVESTMENT ADVISORS INC·FRESNO, CA
Marci Lynne Deck
REGENCY INVESTMENT ADVISORS INC·FRESNO, CA
Mark Louis Prendergast
REGENCY INVESTMENT ADVISORS INC·FRESNO, CA
Michael James Leffler
PORTFOLIO ADVISORS, INC.·FRESNO, CA

Browse by Specialty

Investment ManagementRetirement PlanningWealth ManagementFinancial PlanningFee-Only AdvisoryFinancial Education
Nearby cities in California
SAN FRANCISCO (3797)LOS ANGELES (2042)MENLO PARK (796)SAN DIEGO (729)PALO ALTO (715)NEWPORT BEACH (631)SANTA MONICA (478)IRVINE (455)SAN MATEO (339)LA JOLLA (257)
City Guides
SAN FRANCISCO GuideLOS ANGELES GuideMENLO PARK GuideSAN DIEGO GuidePALO ALTO Guide
Research
Advisor Fees in CaliforniaNational Fee Analysis
Request removal of this profile