SourcingSourcing

PLANNING SOLUTIONS INTERNATIONAL LLC

B63
CRD 300043·SEC 801-120648·JACKSONVILLE, FL
AUM
$108.8M
$100M-$500M
Est. Revenue
$1.1M
@ 1% on AUM
Est. EBITDA
$327K
@ 30% margin
Est. Deal Value
$2.6M
@ 8× EBITDA

Identity

Registrations & legal identity

Legal name
PLANNING SOLUTIONS INTERNATIONAL LLC
CRD
300043
SEC file #
801-120648
EIN
—
DBA names
Toams Financial

Economics

AUM
$108.8M
AUM band
$100M-$500M
AUM trajectory
'22'26
$140.0M → $108.8M▼ -22%
Client mix
Individuals Other588
Individuals High Net Worth32

Operations

Employees (total)
2
Advisory staff (per ADV)
1
Advisory staff (5-yr trend)
'22'26
2 advisors → 1 advisors▼ -50%
Primary office
JACKSONVILLE FL
Branches
—

Custodian & Brokerage

Primary custodian
Altruistlow confidence
Services offered
Financial planningPortfolio mgmt — individuals
Fee basis
% of AUMFixed fees

Filings

Latest ADV filing
03/30/2026
ADV-W filed at
—
Website
twitter.com/toamsfinancial(social)

Compliance

Disclosures (firm)
0
Trademark
—
Additional signalsExpand ▾

Ownership & succession ★

Who controls the firm + pre-computed succession flags

Top Owner Name
PAYNE, MARIO, JOSEPH
Top Owner Pct
87.5
Top Owner Entity Kind
I
Owner Count
1
Control Persons
PAYNE, MARIO, JOSEPH
Solo Advisor Indicator
Yes
Succession Risk Solo Owner
Yes
Is Parent Owned Subsidiary
No

Availability / M&A ★

Already-acquired = skip; deal comps

Adv W Filed
No

Web presence ★

Stale website = winding down

Web Signal Quality
fallback_guess:planningsolutions.com

Retirement-plan book (Form 5500) ★

401(k)/plan business — cross-sell value

Retirement Plan Book
No

SEC EDGAR

Edgar Registered
No

Local market & wealth

Rank targets by how wealthy the local market is

Soi High Wealth Score
0.2223
Soi Zip Pct 200k Plus
0.079
Soi Zip Returns 200k Plus
750
Soi Zip Total AGI
1,081,970
Fdic Zip Total Deposits
13,416,995,000
Fdic Zip Branch Count
272
Fdic Zip Top Banks
Bank of America, National Association
Wells Fargo Bank, National Association

Compliance & brand

Firm Registration Status
active

All other collected signals (19)

Everything else we've pulled for this record, not yet curated into a section.

Adv W Recently Filed
No
Bc Firm Active Bc Count
0
Bc Firm Active IA Count
1
Bc Firm IAR Count
1
Custodian Candidates
Full
Altruist4
E*trade4
Fdic Zip Branches Raw
Sun Bank/North Florida, National AssociationJacksonville, FL
Sun Bank/North Florida, National AssociationJacksonville, FL
Fdic Zip HHI
999.47
Fdic Zip Top Bank Share Pct
23.86
Fdic Zip Year
2025
Firm Has Custody
No
Mailing Office Differs
No
Soi Year
2022
Soi Zip Distribution
Stub 1
AGI33,936
Returns2,680
Stub 2
AGI89,187
Returns2,440
Stub 3
AGI87,126
Returns1,420
Soi Zip Total Business Income
29,325
Soi Zip Total Cap Gains
90,946
Soi Zip Total Dividends
40,242
Soi Zip Total Returns
9,490
Top Owner CRD
5445757
Trust Company Affiliate
No

People (1)

1
PAYNE, MARIO, JOSEPH
IAR · Direct Owner · 87.5%
5445757