The Planning Associates, Inc.

The Planning Associates, Inc. (CRD# 121808) is a financial advisory firm headquartered in Phoenix, AZ. They manage $23,300,000 in 106 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    23
    MILLION
  • Total Number of Accounts
    106
    ACCOUNTS
  • Average Account Value
    $219,811
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

AZ

Financial Advisors at The Planning Associates, Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Michael C. Furois
CRD#: 2225743
15215 S 48th St., Suite 130, Phoenix, AZ 85044

Michael Furois (CRD# 2225743) is an Investment Advisor Representative working at The Planning Associates, Inc. in Phoenix, AZ and has over 32 years of experience in the finance industry.

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