PLAN LIFE & WEALTH MANAGEMENT, INC.

PLAN FINANCIAL

FRESNO, California·3 registered advisors·CRD# 44960

SEC# 801-1125960559-433-1110

01

Firm Overview

AUM

$170M

Regulatory assets under management

Employees

6

Total firm employees

Advisors

3

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Security ratings or pricing services

Charitable organization or education services

Compensation

Percentage of AUM

Hourly charges

Subscription fees

03

Specialties

Financial Planning Investment Management Wealth Management

04

Advisors at PLAN LIFE & WEALTH MANAGEMENT, INC.

3 registered advisors

Isaac Ellsworth Halls

FRESNO, California

Joel Robert Hooper

FRESNO, California

John Robert Hooper

FRESNO, California

05

Office Locations

FRESNO, California

Research financial advisors

Browse all registered financial advisors or search by location and specialty.

Browse All Advisors

Data sourced from SEC Form ADV filings. PLAN LIFE & WEALTH MANAGEMENT, INC. (CRD# 44960) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.