Plan Financial
Plan Financial is an SEC-registered mass-market adviser in Fresno, CA with $195.4M assets under management (AUM, regulatory AUM), +8% over one year. See who owns Plan Financial: ownership, executives, custodians, and advisors from SEC Form ADV. CRD 44960, SEC 801-112596, data through 2026-03-20.
- AUM (assets under management / regulatory AUM)
- $195.4M (2026-03-20)
- Firm type
- Mass-Market Adviser
- Location
- Fresno, CA
- Employees
- 6
- Clients
- 817
- CRD
- 44960
- Ownership
- KOLBERT, ROBERT LEE; LONGSTAFF, JOHN SCOTT; PRENDERGAST, MARK LOUIS; HOOPER, JOHN, ROBERT; HOOPER, JOHN ROBERT
How much AUM does Plan Financial have?
Plan Financial reported $195.4M in assets under management (regulatory AUM) on its most recent SEC Form ADV (2026-03-20).
Who owns Plan Financial?
Disclosed owners and executives of Plan Financial include KOLBERT, ROBERT LEE, LONGSTAFF, JOHN SCOTT, PRENDERGAST, MARK LOUIS, HOOPER, JOHN, ROBERT, HOOPER, JOHN ROBERT. Full ownership history, officer changes, and indirect owners are on the interactive profile.
View the full interactive profile on ADV.News.