# PLAN PARTNERS LLC

> FINRA firm 167647 · ACTIVE · **⚠ HAS DISCLOSURE EVENTS** · NEWBURY, OH

## ⚠ Regulatory disclosure flag

FINRA reports regulatory or customer-dispute disclosure events for this firm. The disclosure detail (regulatory actions, arbitrations, customer complaints, criminal events) is on the canonical BrokerCheck page — every advisor / broker-dealer carrying a yes on this flag has at least one reported event.

## Key facts

- **FINRA firm ID:** 167647
- **Firm name:** PLAN PARTNERS LLC
- **Other names:** FEE-BASED PLAN CONSULTANTS, PLAN PARTNERS LLC, FEE-BASED PLAN CONSULTANTS, LLC
- **Investment Adviser scope:** ACTIVE
- **Branches:** 1
- **Has disclosure events:** YES
- **Headquarters:** NEWBURY, OH, United States

## Primary source

FINRA BrokerCheck: https://brokercheck.finra.org/firm/summary/167647

## Citation

> FINRA BrokerCheck, firm 167647 (PLAN PARTNERS LLC). Retrieved via AI Analytics 2026-05-19 from https://api.ai-analytics.org/broker/167647.

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