Insights

Niche Focus Boutique wealth management with emphasis on active tactical investing and alternative strategies, presenting an opportunity to cross-sell risk-managed advisory services to similar clients seeking downside protection.

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The Planning Group of Scottsdale, LLC Tech Stack

The Planning Group of Scottsdale, LLC uses 2 technology products and services including Network Solutions, Microsoft 365, and more. Explore The Planning Group of Scottsdale, LLC's tech stack below.

Network Solutions
Domain Name Services
Microsoft 365
Email

The Planning Group of Scottsdale, LLC's Email Address Formats

The Planning Group of Scottsdale, LLC uses at least 4 email formats:

The Planning Group of Scottsdale, LLC Email Formats	Example	Percentage
First@theplanninggroup.com	John@theplanninggroup.com	50%
FirstL@theplanninggroup.com	JohnD@theplanninggroup.com	25%
FirstLast@theplanninggroup.com	JohnDoe@theplanninggroup.com	13%
First.Last@theplanninggroup.com	John.Doe@theplanninggroup.com	12%

Frequently Asked Questions

What is The Planning Group of Scottsdale, LLC's phone number?

You can contact The Planning Group of Scottsdale, LLC's main corporate office by phone at

+1-480-596-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is The Planning Group of Scottsdale, LLC's official website and social media links?

The Planning Group of Scottsdale, LLC's official website is theplanninggroup.com and has social profiles on LinkedIn.

How much revenue does The Planning Group of Scottsdale, LLC generate?

As of September 2026, The Planning Group of Scottsdale, LLC's annual revenue is estimated to be $1M - $10M.

What is The Planning Group of Scottsdale, LLC's NAICS code?

The Planning Group of Scottsdale, LLC's NAICS code is 52 - Finance and Insurance.

How many employees does The Planning Group of Scottsdale, LLC have currently?

As of September 2026, The Planning Group of Scottsdale, LLC has approximately 4 employees across 1 continents, including North America. Key team members include Owner: R. J., Bookkeeper: C. M. and Wife And Mother: C. D. B. Explore The Planning Group of Scottsdale, LLC's employee directory with LeadIQ.

What industry does The Planning Group of Scottsdale, LLC belong to?

The Planning Group of Scottsdale, LLC operates in the Financial Services industry.

What technology does The Planning Group of Scottsdale, LLC use?

The Planning Group of Scottsdale, LLC's tech stack includes Network Solutions and Microsoft 365.

What is The Planning Group of Scottsdale, LLC's email format?

The Planning Group of Scottsdale, LLC's email format typically follows the pattern of First@theplanninggroup.com. Find more The Planning Group of Scottsdale, LLC email formats with LeadIQ.

The Planning Group of Scottsdale, LLC

Q: What is The Planning Group of Scottsdale, LLC's NAICS code?

The Planning Group of Scottsdale, LLC's NAICS code is 52 (Finance and Insurance).

Financial ServicesArizona, United States2-10 Employees

The Planning Group of Scottsdale, LLC operates in the financial services sector as a boutique wealth management firm. It specializes in active tactical investment management and alternative investments that are not commonly emphasized by other advisory practices. The firm aims to minimize risk and reduce volatility to help preserve capital in fluctuating markets, and it is based in Scottsdale, Arizona with an additional office in Sun City West.
Guided by the core values of integrity, trust, and service, The Planning Group emphasizes objective advice and sound investment solutions. It positions itself as a small, client-focused partner for individuals seeking tailored wealth management. More information is available on its website at theplanninggroup.com.