Joel Ransford
Planned Solutions · Folsom, California
Joel Ransford 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 6030434 |
| Exams passed | Series 66 (2015) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.plannedsolutions.com |
| Profile |
How Joel'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 Joel
Is Joel Ransford a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Joel 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 Joel charge for financial advice?
Joel's firm, Planned Solutions, reports charging a percentage of assets and hourly fees on its SEC Form ADV.
Where is Joel Ransford based?
Joel Ransford is based in Folsom, California.
What credentials does Joel Ransford hold?
Joel Ransford holds the CFP credential.
Is Joel Ransford registered with the SEC?
Yes. Joel Ransford is registered as an investment adviser representative in CA (CRD 6030434), 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 Joel Ransford?
Through Joel'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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