Daryl Wong
Planned Solutions · Folsom, California
Daryl Wong is a fee-only financial advisor at Planned Solutions in Folsom, California, who holds the CFP credential. Planned Solutions reports charging a percentage of assets and hourly fees on its Form ADV.
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Facts
| Firm | Planned Solutions |
|---|---|
| Based in | Folsom, California |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly |
| Assets under management | $671.0M across 2,282 accounts |
| Credentials | CFP |
| SEC registration | Investment adviser representative in CA · CRD 5004221 |
| Exams passed | Series 66 (2009) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.plannedsolutions.com |
| Profile |
How Daryl's firm compares
- Planned Solutions's average account is about $294,000, from its Form ADV (assets managed divided by 2,282 accounts).
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Questions about Daryl
Is Daryl Wong a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Daryl holds no broker registration, and Planned Solutions reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Daryl charge for financial advice?
Daryl's firm, Planned Solutions, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Daryl Wong based?
Daryl Wong is based in Folsom, California.
What credentials does Daryl Wong hold?
Daryl Wong holds the CFP credential.
Is Daryl Wong registered with the SEC?
Yes. Daryl Wong is registered as an investment adviser representative in CA (CRD 5004221), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Planned Solutions manage?
Planned Solutions reports $671.0M across 2,282 accounts in assets under management.
How do I contact Daryl Wong?
Through Daryl's website, www.plannedsolutions.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Other fee-only advisors in Folsom
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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