$53.7M Total AUM
$53.7M Disc. AUM
-- 3Y CAGR
2 Employees
60 ADV. Clients
3 yrs Firm Age
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- Custodian
- Betterment ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 09-15-2022
- Office Locations
- 1
Office Locations
525 3RD Street Suite 200 Lake Oswego OR
About Planful Finance LLC
Planful Finance is a Lake Oswego, OR RIA providing financial planning and wealth management for retail clients, with a focus on entrepreneurs and business owners. The firm supports portfolio construction and ongoing investment planning, plus tax, estate, retirement, and insurance planning, and incorporates ESG/impact preferences when appropriate. Custodied on Schwab and Betterment.
Team overview
34 AVG AGE
$26.8M AVG AUM / ADVISOR
$894.3K AVG AUM / CLIENT
3.1 yrs AVG TENURE
2 Employees
2 Advisory Reps
2 RIA Reps
3yrs Firm Age
Insights
Available
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Asset Classes
Available
Client Personas
Available
Custodian
Available
Investment Themes
Available
Investment Vehicles
Available
Services
Available
Technology
Available
Owner & Executives
SCOTT MITCHELL FREY
Chief Compliance Officer, Founder, PARTNER
- CRD
- #6019842
- Ownership
- 75% or more
Available
Available
Available
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D
David Case
Financial Planner
- CRD
- #7854515
Available
Available
Available
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $53,659,163 | -- |
| Non-Discretionary | $0 | -- |
| Total | $53,659,163 | -- |
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Separately Managed Accounts
Total SMA Asset: Available
Public Funds:
Available Cash:
Available | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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