{"@context":{"@vocab":"https://schema.org/"},"@type":"FinancialService","@id":"https://api.ai-analytics.org/adviser/44960#adviser","name":"PLAN LIFE & WEALTH MANAGEMENT, INC.","alternateName":"PLAN FINANCIAL","identifier":[{"@type":"PropertyValue","propertyID":"CRD number","value":"44960"},{"@type":"PropertyValue","propertyID":"SEC file number","value":"801-112596"}],"address":{"@type":"PostalAddress","addressLocality":"FRESNO","addressRegion":"CA","postalCode":"93720-1530","addressCountry":"United States"},"url":"HTTPS://WWW.PLANFINANCIAL.COM","description":"PLAN LIFE & WEALTH MANAGEMENT, INC. is a Registered Investment Adviser based in FRESNO, CA. Reports $195,434,083 in regulatory assets under management. No Form ADV Item 11 disciplinary disclosures reported.","additionalProperty":[{"@type":"PropertyValue","propertyID":"Adviser type","value":"Registered Investment Adviser"},{"@type":"PropertyValue","propertyID":"SEC status","value":"Approved"},{"@type":"PropertyValue","propertyID":"Regulatory AUM (USD)","value":195434083},{"@type":"PropertyValue","propertyID":"Number of accounts","value":817},{"@type":"PropertyValue","propertyID":"Employees","value":6},{"@type":"PropertyValue","propertyID":"Private funds managed","value":0}],"sameAs":["https://adviserinfo.sec.gov/firm/summary/44960","https://reports.adviserinfo.sec.gov/reports/ADV/44960/PDF/44960.pdf"],"isAccessibleForFree":true,"license":"https://creativecommons.org/publicdomain/zero/1.0/","_source":{"data_provider":"AI Analytics","data_provider_url":"https://api.ai-analytics.org","license":"https://creativecommons.org/publicdomain/zero/1.0/","primary_source":"https://adviserinfo.sec.gov/","primary_source_dataset":"https://www.sec.gov/data-research/sec-markets-data/information-about-registered-investment-advisers-exempt-reporting-advisers","generated_at":"2026-06-27T17:50:40.190Z"}}