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Planit Financial LLC

EST. AUM
$25,022,377

CONTACTS
1

CLIENT ACCOUNTS
17

Firm Details

Metro area Seattle
CRD Number 293533
Website planitfinancial.com
Client types

Overview

PlanIT Financial LLC, headquartered in Wenatchee, Washington, is an SEC-registered RIA that specializes in pension and profit-sharing plan consulting. With approximately $25.2 million in AUM across 17 institutional accounts, the firm is led by a sole advisor and employee. It provides fiduciary, goal-aligned advisory services tailored to retirement plan sponsors—focusing on efficient, plan-level investment guidance. As a boutique, employee-led firm, PlanIT delivers highly personalized attention and customized solutions within a lean organizational structure.

Platform Details

Investment Preferences

Alternative Activity

Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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