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Just Plans Etc (Walnut Creek)


Just Plans Etc is a large advisory firm based in Walnut Creek. It manages $54.73 million of regulatory assets for 170 client accounts. It has been registered with the SEC as an adviser since 2001 and has operated in the jurisdiction of California.




Just Plans Etc provides financial planning services, portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, and pension consulting services. 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: assets under management

The assets under management (AUM) of Just Plans Etc is $54.73 million. The company doesn't manage any assets belonging to foreign clients.


The firm manages $50.12 million in discretionary accounts and $4.62 million in non-discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $313.23 thousand each. Non-discretionary accounts, where clients actively manage their portfolios, generally hold around $461.65 thousand.

Fees & Commissions

The advisory firm has several streams of revenue. Clients pay Just Plans Etc for their services and products based on a percentage of assets under management, hourly charges, and performance-based fees. Hourly charges are usually charged for consulting work and special projects. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Based in Walnut Creek

The principal office where Just Plans Etc 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 7:30 am - 4:30 pm on Monday - Friday.


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