PLANNING DIRECTIONS, INC.
Legal name: COMMON CENTS PLANNING
CRD #120131 SEC #801-62686 GLEN MILLS, PA 610-361-0865
SEC Registered
Total AUM
$486.1M
Discretionary
$446.7M
Employees
8
Clients
11
Accounts
1,342
AUM Over Time
| Date | Total AUM | Discretionary | Non-Disc. | Employees | Clients |
|---|---|---|---|---|---|
| Dec 2025 | $486.1M | $446.7M | $39.5M | 8 | 8 |
| Dec 2025 | $486.1M | $446.7M | $39.5M | 8 | 8 |
| Apr 2025 | $486.1M | $446.7M | $39.5M | 8 | 8 |
| Mar 2025 | $486.1M | $446.7M | $39.5M | 8 | 8 |
| Nov 2024 | $422.8M | $386M | $36.8M | 7 | 35 |
| Jun 2024 | $422.8M | $386M | $36.8M | 7 | 35 |
| Mar 2024 | $422.8M | $386M | $36.8M | 7 | 35 |
| Jul 2023 | $334.4M | $334.4M | $0 | 6 | 35 |
| Mar 2023 | $334.4M | $334.4M | $0 | 6 | 35 |
| Mar 2023 | $334.4M | $334.4M | $0 | 6 | 35 |
| Aug 2022 | $371.3M | $371.3M | $0 | 6 | 37 |
| Feb 2022 | $371.3M | $371.3M | $0 | 6 | 37 |
| Jan 2022 | $371.3M | $371.3M | $0 | 6 | 37 |
| Sep 2021 | $304.4M | $304.4M | $0 | 6 | 37 |
| Mar 2021 | $304.4M | $304.4M | $0 | 6 | 37 |
| Aug 2020 | $256.5M | $255.9M | $575.5K | 6 | 44 |
| Jun 2020 | $256.5M | $255.9M | $575.5K | 6 | 44 |
| Mar 2020 | $256.5M | $255.9M | $575.5K | 6 | 44 |
| Feb 2019 | $210.1M | $209.6M | $501.8K | 6 | 29 |
| Nov 2018 | $213.2M | $212.8M | $482.5K | 6 | 28 |
| Mar 2018 | $213.2M | $212.8M | $482.5K | 6 | 28 |
| Feb 2017 | $179.9M | $179.2M | $723.5K | 6 | 200 |
| Sep 2016 | $159.6M | $157.3M | $2.3M | 6 | 200 |
| Feb 2016 | $159.6M | $157.3M | $2.3M | 7 | 200 |
| May 2015 | $152.3M | $45.8M | $106.5M | 6 | 204 |
| May 2015 | $152.3M | $45.8M | $106.5M | 6 | 204 |
| Mar 2015 | $152.3M | $45.8M | $106.5M | 6 | 204 |
| Feb 2015 | $152.3M | $45.8M | $106.5M | 6 | 204 |
| Apr 2014 | $158.1M | $4.8M | $153.3M | 6 | 204 |
| Jun 2013 | $125.9M | $3.2M | $122.7M | 6 | 204 |
| Mar 2013 | $125.9M | $3.2M | $122.7M | 6 | 204 |
| Feb 2012 | $109M | $0 | $109M | 6 | 204 |
| Dec 2011 | $99.3M | $0 | $99.3M | 6 | 101 |
| Feb 2011 | $99.3M | $0 | $99.3M | 10 | -- |
| Jan 2011 | $82.9M | $0 | $82.9M | 10 | -- |
| Jun 2010 | $82.9M | $0 | $82.9M | 10 | -- |
| Mar 2009 | $67.7M | $0 | $67.7M | 10 | -- |
| Jan 2008 | $81.2M | $0 | $81.2M | 10 | -- |
| Mar 2007 | $66.9M | $0 | $66.9M | 10 | -- |
| Mar 2006 | $45.5M | $0 | $45.5M | 5 | -- |
| Jan 2004 | $31.8M | $0 | $31.8M | 5 | -- |
DateDec 2025
Total AUM$486.1M
Discretionary$446.7M
Non-Disc.$39.5M
Employees8
Clients8
DateDec 2025
Total AUM$486.1M
Discretionary$446.7M
Non-Disc.$39.5M
Employees8
Clients8
DateApr 2025
Total AUM$486.1M
Discretionary$446.7M
Non-Disc.$39.5M
Employees8
Clients8
DateMar 2025
Total AUM$486.1M
Discretionary$446.7M
Non-Disc.$39.5M
Employees8
Clients8
DateNov 2024
Total AUM$422.8M
Discretionary$386M
Non-Disc.$36.8M
Employees7
Clients35
DateJun 2024
Total AUM$422.8M
Discretionary$386M
Non-Disc.$36.8M
Employees7
Clients35
DateMar 2024
Total AUM$422.8M
Discretionary$386M
Non-Disc.$36.8M
Employees7
Clients35
DateJul 2023
Total AUM$334.4M
Discretionary$334.4M
Non-Disc.$0
Employees6
Clients35
DateMar 2023
Total AUM$334.4M
Discretionary$334.4M
Non-Disc.$0
Employees6
Clients35
DateMar 2023
Total AUM$334.4M
Discretionary$334.4M
Non-Disc.$0
Employees6
Clients35
DateAug 2022
Total AUM$371.3M
Discretionary$371.3M
Non-Disc.$0
Employees6
Clients37
DateFeb 2022
Total AUM$371.3M
Discretionary$371.3M
Non-Disc.$0
Employees6
Clients37
DateJan 2022
Total AUM$371.3M
Discretionary$371.3M
Non-Disc.$0
Employees6
Clients37
DateSep 2021
Total AUM$304.4M
Discretionary$304.4M
Non-Disc.$0
Employees6
Clients37
DateMar 2021
Total AUM$304.4M
Discretionary$304.4M
Non-Disc.$0
Employees6
Clients37
DateAug 2020
Total AUM$256.5M
Discretionary$255.9M
Non-Disc.$575.5K
Employees6
Clients44
DateJun 2020
Total AUM$256.5M
Discretionary$255.9M
Non-Disc.$575.5K
Employees6
Clients44
DateMar 2020
Total AUM$256.5M
Discretionary$255.9M
Non-Disc.$575.5K
Employees6
Clients44
DateFeb 2019
Total AUM$210.1M
Discretionary$209.6M
Non-Disc.$501.8K
Employees6
Clients29
DateNov 2018
Total AUM$213.2M
Discretionary$212.8M
Non-Disc.$482.5K
Employees6
Clients28
DateMar 2018
Total AUM$213.2M
Discretionary$212.8M
Non-Disc.$482.5K
Employees6
Clients28
DateFeb 2017
Total AUM$179.9M
Discretionary$179.2M
Non-Disc.$723.5K
Employees6
Clients200
DateSep 2016
Total AUM$159.6M
Discretionary$157.3M
Non-Disc.$2.3M
Employees6
Clients200
DateFeb 2016
Total AUM$159.6M
Discretionary$157.3M
Non-Disc.$2.3M
Employees7
Clients200
DateMay 2015
Total AUM$152.3M
Discretionary$45.8M
Non-Disc.$106.5M
Employees6
Clients204
DateMay 2015
Total AUM$152.3M
Discretionary$45.8M
Non-Disc.$106.5M
Employees6
Clients204
DateMar 2015
Total AUM$152.3M
Discretionary$45.8M
Non-Disc.$106.5M
Employees6
Clients204
DateFeb 2015
Total AUM$152.3M
Discretionary$45.8M
Non-Disc.$106.5M
Employees6
Clients204
DateApr 2014
Total AUM$158.1M
Discretionary$4.8M
Non-Disc.$153.3M
Employees6
Clients204
DateJun 2013
Total AUM$125.9M
Discretionary$3.2M
Non-Disc.$122.7M
Employees6
Clients204
DateMar 2013
Total AUM$125.9M
Discretionary$3.2M
Non-Disc.$122.7M
Employees6
Clients204
DateFeb 2012
Total AUM$109M
Discretionary$0
Non-Disc.$109M
Employees6
Clients204
DateDec 2011
Total AUM$99.3M
Discretionary$0
Non-Disc.$99.3M
Employees6
Clients101
DateFeb 2011
Total AUM$99.3M
Discretionary$0
Non-Disc.$99.3M
Employees10
Clients--
DateJan 2011
Total AUM$82.9M
Discretionary$0
Non-Disc.$82.9M
Employees10
Clients--
DateJun 2010
Total AUM$82.9M
Discretionary$0
Non-Disc.$82.9M
Employees10
Clients--
DateMar 2009
Total AUM$67.7M
Discretionary$0
Non-Disc.$67.7M
Employees10
Clients--
DateJan 2008
Total AUM$81.2M
Discretionary$0
Non-Disc.$81.2M
Employees10
Clients--
DateMar 2007
Total AUM$66.9M
Discretionary$0
Non-Disc.$66.9M
Employees10
Clients--
DateMar 2006
Total AUM$45.5M
Discretionary$0
Non-Disc.$45.5M
Employees5
Clients--
DateJan 2004
Total AUM$31.8M
Discretionary$0
Non-Disc.$31.8M
Employees5
Clients--