PLANNING SOLUTIONS INTERNATIONAL LLC

TOAMS FINANCIAL
JACKSONVILLE, Florida·1 registered advisor·CRD# 300043
SEC# 801-1206480(904) 733-5321
01

Firm Overview

AUM
$155M
Regulatory assets under management
Employees
2
Total firm employees
Advisors
1
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Compensation
Percentage of AUM
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at PLANNING SOLUTIONS INTERNATIONAL LLC

1 registered advisor
Mario Joseph Payne
JACKSONVILLE, Florida
CFP
05

Office Locations

JACKSONVILLE, Florida
1 advisor

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Data sourced from SEC Form ADV filings. PLANNING SOLUTIONS INTERNATIONAL LLC (CRD# 300043) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.