Planning for Progress
10yrs
10 years in the industry
Planning for Progress
Location not listed. Legal name: Planning for Progress, LLC
About the firm
A registered investment advisory firm. It manages about $26.3 million for roughly 55 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$478,125
Assets under management ?$26.3 million
Individual clients55
Median years of experience10
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingChoosing other investment managersEducational seminars and workshops
Advisors at Planning for Progress
1Advisors
10Median years of experience
1States with offices
–Offices
Also known as
Planning for Progress, LLC
About Planning for Progress
How do I contact Planning for Progress?
Call the main office at 3017416674. The main office is at , .
How is Planning for Progress paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does Planning for Progress offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Choosing other investment managers, Educational seminars and workshops.
How many advisors work at Planning for Progress?
We list 1 advisor currently registered with the firm.
Official record as of October 2, 2026.
This profile is for information only and is not financial advice or a recommendation.