PLANNING SOLUTIONS GROUP, LLC

FULTON, Maryland·4 registered advisors·CRD# 154118

SEC# 801-717221301-543-6000

01

Firm Overview

AUM

$1.0B

Regulatory assets under management

Employees

32

Total firm employees

Advisors

4

Registered representatives

02

Services & Fees

Advisory Services

Financial planning

Portfolio management (individuals)

Selection of other advisers

Publication of periodicals/newsletters

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 PLANNING SOLUTIONS GROUP, LLC

4 registered advisors

Donald Sterling Hannahs

FULTON, Maryland

Lawrence Jay Briskin

FULTON, Maryland

Robert Hayes Carson

FULTON, Maryland

Timothy Jerry Kvech

FULTON, Maryland

05

Office Locations

FULTON, Maryland

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Data sourced from SEC Form ADV filings. PLANNING SOLUTIONS GROUP, LLC (CRD# 154118) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.