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Just Plans Etc A California Corporation (Walnut Creek)


Just Plans Etc A California Corporation is an adviser based in Walnut Creek. It manages $55.75 million of regulatory assets for 378 client accounts. It has been registered with the SEC as an adviser since 2002 and has operated in the jurisdiction of California.

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Just Plans Etc A California Corporation provides financial planning services, portfolio management for individuals and small businesses, pension consulting services, and selection of other advisers. It prepares financial plans for more than 25 clients. On top of advisory services, the firm doesn't engage in other business activities.

Just Plans Etc A California Corporation: assets under management

The assets under management (AUM) of Just Plans Etc A California Corporation is $55.75 million. The firm's AUM has grown by 61% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.


The firm manages $51.85 million in discretionary accounts and $3.9 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $165.12 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $60.97 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Just Plans Etc A California Corporation for their services and products based on a percentage of assets under management, hourly charges, and fixed fees. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Walnut Creek

The principal office where Just Plans Etc A California Corporation performs its advisory services is located at 1399 Ygnacio Valley Road, Walnut Creek, CA 94598, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 925-988-0330 or by fax 925-988-0329. The normal business hours are 8:30am - 4:00 pm on Monday - Friday. You can find more information about the New York firm at www.justplans-etc.com.


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