{
  "crd_number": 283781,
  "slug": "plan-confidence-corporation-sarasota-fl-283781",
  "primary_business_name": "PLAN CONFIDENCE CORPORATION",
  "legal_name": "PLAN CONFIDENCE CORPORATION",
  "dbas": [],
  "city": "Sarasota",
  "state": "FL",
  "country": "United States",
  "cbsa_code": "35840",
  "metro": {
    "cbsa_code": "35840",
    "common_name": "North Port",
    "msa_name": "North Port-Bradenton-Sarasota, FL",
    "path": "/advisors/fl/north-port"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2016-05-16",
  "years_registered": 10,
  "period": "2026-10-01",
  "filing_date": "2026-09-27",
  "carried_forward": false,
  "raum_total": null,
  "raum_discretionary": null,
  "raum_non_discretionary": null,
  "raum_band": "not_reported",
  "raum_band_label": "Not reported",
  "total_employees": 3,
  "advisory_employees": 1,
  "client_count_bucket": null,
  "clients_by_type": null,
  "compensation_types": [
    "fixed",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "other",
    "portfolio_management_individuals"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "AL",
    "AR",
    "AZ",
    "CA",
    "CO",
    "FL",
    "GA",
    "HI",
    "IA",
    "IL",
    "IN",
    "MA",
    "MD",
    "MI",
    "MN",
    "MO",
    "NC",
    "NJ",
    "NY",
    "OH",
    "OK",
    "PA",
    "SC",
    "TN",
    "TX",
    "VA",
    "WA",
    "WI"
  ],
  "websites": [
    "https://erisanerd.com",
    "https://facebook.com/planconfidencecorp",
    "https://linkedin.com/company/plan-confidence-corporation",
    "https://linkedin.com/in/planconfidence",
    "https://my401kadvice.com",
    "https://planconfidence.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283781",
  "city_as_filed": "SARASOTA",
  "url": "https://advisorcensus.com/firm/plan-confidence-corporation-sarasota-fl-283781",
  "display_name": "Plan Confidence Corporation",
  "summary": "Plan Confidence Corporation is an SEC-registered investment advisory firm in Sarasota, FL, registered since 2016, with no regulatory assets under management reported in its Form ADV filing dated September 27, 2026.",
  "citation": "AdvisorCensus. Plan Confidence Corporation (CRD 283781): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Portfolio management for individuals and/or small businesses",
    "Other"
  ],
  "quick_answers": [
    {
      "q": "How is Plan Confidence Corporation compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Plan Confidence Corporation reports these compensation arrangements: a percentage of assets under its management; fixed fees (other than subscription fees)."
    },
    {
      "q": "How much does Plan Confidence Corporation charge?",
      "a": "Its Form ADV Part 2A brochure dated March 5, 2026 states: Subscription: $29 a month (Plan Confidence “Do It Yourself Non-Discretionary Services”); Subscription: $99 a month (Plan Confidence “Do It For Me Non-Discretionary Services”). Fees can differ by service and may be negotiable; the brochure is the complete statement."
    },
    {
      "q": "Where is Plan Confidence Corporation located?",
      "a": "Plan Confidence Corporation's principal office is in Sarasota, FL, according to its Form ADV."
    },
    {
      "q": "Is Plan Confidence Corporation registered with the SEC or a state?",
      "a": "Plan Confidence Corporation is an SEC-registered investment advisory firm, registered since 2016. Status as filed: Approved. CRD 283781."
    },
    {
      "q": "How have Plan Confidence Corporation's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Plan Confidence Corporation: Regulatory assets under management: $15,604 in the October 2022 data and $31,000 in the October 2024 data, up 99%. Total employees: 2 in October 2021 and 3 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "Does Plan Confidence Corporation report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/283781"
    },
    {
      "q": "What changed in Plan Confidence Corporation's recent Form ADV filings?",
      "a": "In the October 2026 filing data: Registered or notice-filed in MD, SC."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 2,
      "filing_date": "2021-09-02"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 15604.0,
      "total_employees": 3,
      "filing_date": "2022-08-30"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 75340.0,
      "total_employees": 2,
      "filing_date": "2023-08-08"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 31000.0,
      "total_employees": 2,
      "filing_date": "2024-09-03"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 3,
      "filing_date": "2025-02-19"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": null,
      "total_employees": 3,
      "filing_date": "2026-09-27"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Registered or notice-filed in MD, SC."
      ]
    }
  ],
  "fees_from_brochure": {
    "source": "Form ADV Part 2A brochure dated March 5, 2026",
    "provided_by_the_firm": false,
    "tiers": [],
    "flat_rate": null,
    "stated_range": null,
    "stated_maximum": null,
    "account_minimum": null,
    "account_minimum_may_be_waived": false,
    "minimum_annual_fee": null,
    "planning_fees": [
      "Subscription: $29 a month (Plan Confidence “Do It Yourself Non-Discretionary Services”)",
      "Subscription: $99 a month (Plan Confidence “Do It For Me Non-Discretionary Services”)"
    ],
    "figures": [
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $29 a month (Plan Confidence “Do It Yourself Non-Discretionary Services”)"
        ],
        "quotes": [
          "Plan Confidence™ Services Fee and Fee Authorization Plan Confidence “Do It Yourself Non-Discretionary Services” - $29.00 per month per account."
        ]
      },
      {
        "label": "Planning fee",
        "statements": [
          "Subscription: $99 a month (Plan Confidence “Do It For Me Non-Discretionary Services”)"
        ],
        "quotes": [
          "Plan Confidence “Do It For Me Non-Discretionary Services” - $99.00 per month per account."
        ]
      }
    ],
    "values": {
      "tiers": [],
      "range_pct": null,
      "max_pct": null,
      "account_minimum": null,
      "minimum_annual_fee": null,
      "planning": [
        {
          "kind": "subscription",
          "amount": 29.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Plan Confidence “Do It Yourself Non-Discretionary Services”"
        },
        {
          "kind": "subscription",
          "amount": 99.0,
          "min": null,
          "max": null,
          "period": "monthly",
          "service": "Plan Confidence “Do It For Me Non-Discretionary Services”"
        }
      ]
    },
    "quotes": [
      "Plan Confidence™ Services Fee and Fee Authorization Plan Confidence “Do It Yourself Non-Discretionary Services” - $29.00 per month per account.",
      "Plan Confidence “Do It For Me Non-Discretionary Services” - $99.00 per month per account."
    ],
    "note": "As stated in the firm's brochure; fees can differ by service and may be negotiable."
  },
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/plan-confidence-corporation-sarasota-fl-283781.md",
  "clients": [],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/283781",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}