Professional Planning Consultants Inc (Columbus)

Professional Planning Consultants Inc is a large advisory firm based in Columbus. It manages $259.57 million of regulatory assets for 1,117 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdictions of Florida and Ohio.

Professional Planning Consultants provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. It prepares financial plans for more than 100 clients. On top of advisory services, the firm doesn't engage in other business activities.

Professional Planning Consultants: assets under management

The assets under management (AUM) of Professional Planning Consultants Inc is $259.57 million. The company doesn't manage any assets belonging to foreign clients.

The firm manages $251.07 million in discretionary accounts and $8.5 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $242.11 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $106.25 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Professional Planning Consultants Inc for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Professional Planning Consultants Inc

James Howard Wyland has been acting as President since 1 Sep 1986. Robert Jeffrey Young joined the executive team most recently as the Chief Administrative Officer.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Paul Joseph Breen	Treasurer	1 Sep 1986	25% - 50%	1211593
James Howard Wyland	President	1 Sep 1986	50% - 75%	473655
Douglas Mcdonald Sheffield	Vice president	1 Sep 1986	Other	1174596
William Henderly	Director	1 Oct 1994	Other	4373195
Gregory Alan Smith	Director	1 Feb 1998	Other	1740015
Jeffrey Richard Gomez	Vice president	1 Feb 2007	Other	5299393
Robert Jeffrey Young	Chief administrative officer	1 Dec 2008	Other	2424026
Brian Richard Stertzer	Director, investments	1 Dec 2008	Other	1155660

Based in Columbus

The principal office where Professional Planning Consultants Inc performs its advisory services is located at 5000 Horizons Dr, Columbus, OH 43220, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.