# Platinum Planning, Inc.

> Platinum Planning, Inc. is a state-registered investment advisory firm in Sarasota, FL, registered since 2000, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated February 16, 2026.

- CRD: 120213
- Filed as: PLATINUM PLANNING, INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Sarasota, FL
- Filing period: October 2026
- Form ADV filing dated: February 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/120213
- AdvisorCensus page: https://advisorcensus.com/firm/platinum-planning-inc-sarasota-fl-120213

## Quick answers

**How is Platinum Planning, Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Platinum Planning, Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Platinum Planning, Inc. located?**
Platinum Planning, Inc.'s principal office is in Sarasota, FL, according to its Form ADV.

**Is Platinum Planning, Inc. registered with the SEC or a state?**
Platinum Planning, Inc. is a state-registered investment advisory firm, registered since 2000. Status as filed: APPROVED. CRD 120213.

**How much does Platinum Planning, Inc. manage?**
Platinum Planning, Inc. reports $32,644,764 in regulatory assets under management in its Form ADV filing dated February 16, 2026 (100% discretionary).

**What types of clients does Platinum Planning, Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (197); high net worth individuals (8).

**Does Platinum Planning, Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/120213

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $32,644,764
- Discretionary: $32,644,764
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 197 | $21,853,629 |
| High net worth individuals | 8 | $10,736,426 |
| Corporations or other businesses not listed above | Fewer than 5 | $54,709 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2000 (26 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- platinumplanninginc.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Platinum Planning, Inc. (CRD 120213): Form ADV filing data as of October 2026.