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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Unison
- Established Date
- 11-25-1988
- Office Locations
- 1
Office Locations
About Planned Solutions, Inc.
Planned Solutions, Inc. is a Folsom, CA RIA providing end-to-end financial planning and investment management—discovery through analysis, plan presentation, implementation, and ongoing monitoring. Plans commonly integrate investments, tax and retirement planning, insurance, and estate/business succession needs, serving retail clients including business owners and entrepreneurs. Investment implementation emphasizes ETFs and mutual funds, with Schwab custody and Black Diamond reporting.
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Owner & Executives
CHASE W ARMER
Certified Financial Planner, President
- CRD
- #4134404
- Ownership
- 50% but less than 75%
DARYL WILLIAM WONG
Certified Financial Planner, FINANCIAL PLANNER
- CRD
- #5004221
- Ownership
- 10% but less than 25%
Atlas legacy
Pathway vector vital
- CRD
- #76324
- Ownership
- 13.2%
Showing 2 of 5 owners & executives
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SCOTT FOSTER MCINTYRE
Financial Planner
- CRD
- #1341534
Showing 1 of 6 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $662,877,103 | $291,375 |
| Non-Discretionary | $8,119,680 | $1,159,954 |
| Total | $670,996,783 | $294,039 |
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Separately Managed Accounts
Total SMA Asset: $670,996,783
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,370,877,595 | 17.9% |
| Equity - Exchange | $719,902,201 | 9.4% |
| Cash | $3,331,462,313 | 43.5% |
| U.S. Government/Agency | $2,236,291,944 | 29.2% |
| Total | $7,658,534,053 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| CATALYST FRONTIER FOUNDATION | INSIGHT EMBER | 6ECIFZKAP | RUA | 1.51% | $42,857,909 |
| WAVE OAK | VERTEX FOCUS | GODCL67HT | SASLT | 7.70% | $25,542,338 |
| FOCUS LEGACY | INSIGHT EMBER | VL5TRFYLF | URS | 5.76% | $64,281,369 |
| PRIME WAVE | MERIDIAN ELEMENT | WD7DQQLW2 | VHKW | 12.49% | $72,200,850 |
| VITAL HARBOR | PATHWAY BRIDGE | W6EUC1OGJ | MIYBY | 10.95% | $19,328,781 |
| RIDGE WAVE | CAPITAL BRIDGE | K192NI6FI | VUVE | 8.47% | $33,933,426 |
| VERTEX VITAL | SUMMIT INSIGHT | SO8J8IHPU | ENBR | 10.34% | $108,686,676 |
| CATALYST RIDGE ALPHA | MOMENTUM MOMENTUM | 4RRVO1M3T | ORA | 1.96% | $49,533,985 |