Welcome to Platinum Planning, Inc, a Registered Investment Adviser in Sarasota, FL that develops a personalized working relationship with individuals and business owners to offer discretionary fee based investment plans as well as separately managed account platforms. 

Platinum Planning provides insight into a wide array of asset management products, such as mutual funds, stocks and bonds, ETF's, annuities, and life insurance.

Since 1999, investors have trusted Platinum Planning to design and manage wealth advisory plans that reflect the vision of the client while continually maintaining a diligent perspective of the ever changing market economies.

As an independent Registered Investment Adviser managing fee-based portfolios, Platinum Planning has no propritary incentive to invest in any particular company or product for the client other than our conviction that it is in the client's best interest.   Russ Williamson, President; Platinum Planning, Inc.