Daryl Wong is a CFP-designated registered investment advisor at Planned Solutions, INC., based in Folsom, CA, with 17 years of industry experience. Daryl operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 4 more. Their firm serves 780 clients with $540M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $250K | 1.10% |
| $250K - $500K | 1.05% |
| $500K - $750K | 1.00% |
| $750K - $1.0M | 0.95% |
| $1.0M - $2.0M | 0.85% |
| $2M+ | 0.50% |
Fees may be negotiable on a client-by-client basis. Discounts may be offered to family members and associated persons of the firm and its affiliates.
Fee Estimator
Location
1130 Iron Point Road #170, Folsom, CA, 95630-8310
Get directionsHistory
Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Other Business ActivitiesSells Insurance
Daryl is an insurance agent with Smith, Robertson, & Johnson Insurance Services, and spends about a quarter of his time on insurance sales. He also provides financial and retirement planning services, tax preparation, and tax planning through Planned Solutions, dedicating full-time hours to this endeavor, and serves as Director of Career Development for the Financial Planning Association, Sacramento, spending a few hours per week.
Employment History
Current Registrations
Planned Solutions, INC.
Previous Registrations
Securities Service Network, LLCBroker
Commonwealth Financial Network
Commonwealth Financial NetworkBroker
LPL Financial LLC
LPL Financial LLCBroker
State Registrations1 state
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.