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- Custodian
- Trade-PMR ยท Wells Fargo
- Clients
- Retail and Institutional
- Platforms
- --
- Established Date
- 06-28-2000
- Office Locations
- 1
Office Locations
About Platinum Planning, Inc.
Platinum Planning, Inc. is an independent RIA in Sarasota, FL providing personalized financial planning, portfolio management and design, retirement planning, and 401(k) plan management for individuals and local businesses. The firm focuses on long-term portfolio growth and retirement outcomes with unbiased, client-first recommendations, and has served clients since 1999. Securities offered through Trade-PMR (FINRA/SIPC).
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 205 clients, or 205 clients per representative. That equates to $159.2K in reported AUM per client.
The profile lists 1 reported office location and 26 years in operation. The source data was last updated on February 16, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
Additional firm insights
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Available data coverage
- Custodian
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JAMES RUSSELL WILLIAMSON
Chief Compliance Officer, Owner, President
- CRD
- #2437372
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $32,644,764 | -- |
| Non-Discretionary | $0 | -- |
| Total | $32,644,764 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Platinum Planning, Inc. has reported separately managed account data across 4 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.