1
100 Plus Planning
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$0
Clients
10
0% high-net-worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor with up to 2 employees
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
10
LowAverage account size
$0
About
100 plus planning provides comprehensive, fee-only financial planning to individuals, families, high-net-worth clients, and business entities through both ongoing and project-based engagements. Services described in the brochure include business planning, cash‑flow and debt management, retirement and estate planning, tax‑related strategies, investment analysis, and educational seminars or speaking engagements.
The firm operates as an advice-only planner and does not manage or trade client assets; instead it issues written financial plans and investment recommendations that reference modern portfolio theory alongside fundamental, technical, and passive/active approaches. Clients receive periodic reviews and are responsible for implementing recommendations and selecting custodians, since the firm does not accept custody or exercise investment discretion.
Noteworthy differences from many peers include a recurring fixed (subscription-style) fee model billed monthly or quarterly rather than percentage‑of‑AUM billing, and a stated program of educational seminars for organizations and the public. The brochure also highlights a focus on business-owner and corporate planning in addition to high‑net‑worth individual work, and the firm affirms it is fee‑only and does not accept commissions or product sales.
Client services
Financial planning
Educational seminars or workshops
Expertise
Business sale tax planning
Cash flow / budgeting
College savings (529s, UTMA, etc.)
Retirement income strategy
Fee options
Fixed fees for project-based financial planning ($1,000 to $6,000); fixed fees for ongoing financial planning ($100 to $1,800 monthly or quarterly); fixed fees for seminars ($0 to $1,000 per seminar or $0 to $100 per participant)
Recurring fixed fees paid monthly or quarterly for ongoing financial planning ($100 to $1,800)
Fee-only: Fixed fees ranging from $100 to $1,800 monthly or quarterly for ongoing financial planning; fixed fee project-based financial planning ranging from $1,000 to $6,000; educational seminars fees range from $0 to $1,000 per seminar or $0 to $100 per participant
Main office location
100 Plus Planning
3477 Corporate Parkway, Suite 100
Center Valley PA 18034, United States
Number of offices
1
Most active in
100 Plus Planning has reported serving >5 clients in these states in the last 12 months.
Pennsylvania
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
-
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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