Planned Wealth Consultants

User TypeAdvisor
Entity NamePlanned Wealth Consultants
SEC Registration # 
Minimum Invetsment Required0.0
Assets Under Managment$ 3.6 M

Contact Details

LocationTorrance, California
Postal Code 
CountryUnited States
Web Site
Sign In to check out Planned-Wealth-Consultants and other financial advisors in the area. As a registered user you will also get following benefit from Macroaxis membership:
Aggregate all your portfolios
 Best Portfolio Management and Performance Monitoring Solution on Internet. Macroaxis: Show Other Markets
Benchmark your performance against other investors
 Easy to use Portfolio Optimization Tools which money managers have used for years. Show Other Markets
Assemble, optimize and rebalance
 Know your risk and identify high risk, low return stocks in your portfolio. Show Other Markets
Get Started With Macroaxis

You May Also Consider

 Name Location  Net Rating 
 Charles Edward O'Connor Torrance CA 0
 Planned Wealth Consultants Torrance CA 0
 Family Wealth Counseling Inc Torrance CA 0
 Abbasali Heydari Torrance CA 0
 Premier Financial Management LLC Torrance CA 0
 Taylor Wealth Management LLC Torrance CA 0
 Apd Financial Torrance CA 0
 F Henry Advisors Torrance CA 0
 Enright Premier Wealth Advisors In Torrance CA 0
 Jfg Tax Services Inc. Torrance CA 0
Financial advisors use their knowledge of investments, tax laws, and insurance to recommend financial options to individuals. The SEC typically regulates investment advisers that have assets under management in excess of $25,000,000. Investment advisers that do not meet this threshold generally are regulated by the states. The SEC registers IA firms but does not separately register individual representatives of IA firms. The states register IA firms, and many separately register individual investment adviser representatives. Currently, you can only search for IA firms on this website. In the future, this website also will provide the ability to search for individual investment adviser representatives. In 1996 Congress amended the Investment Advisers Act of 1940 to require that the SEC establish a readily accessible electronic process to respond to public inquiries about investment advisers and their disciplinary information. The SEC created this website to satisfy Congress? mandate.

Refer to the following references to for additional information before selecting your Financial Advisor

IARD  Investment Adviser Registration Depository  Investment Adviser Registration Depository
Investment Adviser Search  Search for an Investment Adviser Firm  Search for an Investment Adviser Firm
U.S. Department of Labor: Financial Advisors  Bureau of Labor Statistics  Bureau of Labor Statistics: Financial Advisors
FINRA  Financial Industry Regulatory Authority  Financial Industry Regulatory Authority
AAFM  American Academy of Financial Management  American Academy of Financial Management
CFP  Certified Financial Planner Board of Standards  Certified Financial Planner Board of Standards
FPA  Financial Planning Association  Financial Planning Association


Explore Investment Opportunities
Build portfolios using Macroaxis predefined set of investing ideas. Many of Macroaxis investing ideas can easily outperform a given market. Ideas can also be optimized per your risk profile before portfolio origination is invoked.
Explore Investing Ideas  

Fix All your Portfolios

Fix your portfolio
By capturing your risk tolerance and investment horizon Macroaxis technology of instant portfolio optimization will compute exactly how much risk is acceptable for your desired return expectations