Planning Across The Spectrum
Planning Across The Spectrum is a Farmington, Connecticut-based financial advisory firm offering specialized financial planning services to families, individuals, and employers in the autism and disability community, operating under the Private Advisor Group RIA.
- Company typePrivate
- Founded2018
- HeadquartersFarmington, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Planning Across The Spectrum does
Planning Across The Spectrum is a privately held financial advisory firm founded in 2018 and headquartered in Farmington, Connecticut. The firm specializes in financial planning for individuals, families, and employers connected to the autism and disability community, with service lines covering special needs trusts, ABLE accounts, government benefits optimization (SSI/Medicaid), healthcare planning, special education funding (IEP/504), guardianship, and money management skill development. The advisory team markets first-hand personal and family experience with autism as a core differentiator, positioning the firm against generalist financial planners.
The firm operates under the Private Advisor Group registered investment advisor (RIA) umbrella, which provides the regulatory and licensing infrastructure to deliver investment management services. Client portfolio management and account access are delivered through the RightCapital platform, while new client acquisition runs through a consultation-based sales motion with online scheduling via OnceHub. The firm's distribution is supported by an educational content engine — an active blog, social channels (Facebook, Twitter, LinkedIn, YouTube), a community special needs events calendar, podcast appearances, and a speaking engagements service. The operating geography is concentrated in Connecticut, with no disclosed expansion into other states.
The firm has 1-10 employees, no disclosed funding, and is founder/management-controlled. The most significant adverse event on record is the March 2026 federal indictment of lead advisor Andrew M. Komarow on 10 counts of wire fraud and 1 count of securities fraud, alleging exploitation of timing lags in electronic fund transfers to conduct unauthorized trading that caused more than $3.3 million in losses to three financial services companies. This event represents a material counterparty and reputation risk to the firm's operating continuity and its relationship with the Private Advisor Group RIA.
Planning Across The Spectrum firmographics
Firmographics- Name
- Planning Across The Spectrum
- Legal name
- Planning Across The Spectrum
- Website
- https://planningacrossthespectrum.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Planning Across The Spectrum is a Farmington, Connecticut-based financial advisory firm offering specialized financial planning services to families, individuals, and employers in the autism and disability community, operating under the Private Advisor Group RIA.
- Ownership category
- akta.pro rank
Planning Across The Spectrum industry classification
Industry- Product category
- Special Needs Financial Advisory
- NAICS
- Portfolio Management and Investment Advice (523940), Other Individual and Family Services (624190), Educational Support Services (61171)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industries
- Benefits Counseling & Financial Literacy for Transition-Age Youth (EDAKANAJ), Transition Services (Secondary to Postsecondary/Employment, Life Skills) (EDAJAKAG), Family & Life-Stage Financial Planning (Marriage, Kids, Caregiving) (EDAAAJAM)
Keywords
Where Planning Across The Spectrum is headquartered
LocationHeadquarters
- HQ city
- Farmington
- HQ country
- United States
- HQ region
- North America
Offices1 record
Markets served
Planning Across The Spectrum business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Others
Revenue model
- Financial Planning and Advisory Services: The company provides financial planning services to individuals, families, and employers of those with autism and disabilities. Investment advice is offered through Private Advisor Group, a registered investment advisor. Revenue is generated through advisory fees, likely based on assets under management (AUM) or fee-for-service arrangements typical of financial advisory practices.
Go-to-market motion1 record
Distribution channels2 records
Marketing channels5 records
Planning Across The Spectrum product offering
Product offeringCore offering
Planning Across The Spectrum is a financial advisory firm that provides specialized financial planning services for individuals, families, and employers of those with autism and other disabilities. Services cover ABLE accounts, special needs trusts, government benefits optimization, healthcare planning, special education funding, and money skills development. Investment advice is offered through Private Advisor Group, a registered investment advisor, with clients accessing portfolios via the RightCapital platform.
Product overview
Planning Across The Spectrum is a financial advisory firm offering a suite of special needs financial planning services centered on autism and disability community support. Its core service offerings include Planning for Families (targeting caregivers of neurodiverse individuals), Support for Individuals (self-directed planning), and Consulting for Employers (workplace benefit planning). These are complemented by a rich library of resource and guidance services covering ABLE Accounts, Neurodiversity 101 education, Healthcare Planning, Individual Money Skills, Special Education planning (IEP/504), Special Needs Trusts, and Transportation & Driving guidance. The firm also provides community engagement through a Special Needs Calendar/Events calendar and a Speaking Engagements service. The overall portfolio is unified under the special needs planning umbrella, with advisory services as the primary offering and educational resources, blog content, and community programming as supporting elements.
Differentiator
Problem solved
Functional benefit
Products and services
- Planning for Families
Companies that use Planning Across The Spectrum
Customer profileSegments3 records
Ideal customer profiles3 records
Planning Across The Spectrum technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Planning Across The Spectrum partnerships and signals
Strategic signalRecent moves5 records
Expansion highlights3 records
Planning Across The Spectrum competitors and assessment
Company assessmentBroad incumbents
- MassMutual SpecialCare Program: MassMutual's SpecialCare program is a specialized planning service for families of individuals with disabilities, offering financial planning, special needs trust referrals, and education similar to PATS but delivered through MassMutual's national agent network rather than as an independent RIA.
- Ameriprise Financial: Ameriprise offers comprehensive financial planning through thousands of advisors, including special needs and disability-related planning services, making it a comparable broad incumbent delivering similar advisory content at much greater scale.
- Northwestern Mutual Special Needs Planning: Northwestern Mutual advisors provide special needs financial planning including ABLE accounts, special needs trusts, and government benefits coordination, similar in scope to PATS but backed by a large national insurance/wealth platform with broader product offerings.
- Edward Jones: Edward Jones serves individual and family investors with personalized financial planning across a national branch network, including special needs planning topics; it competes for the same household clients but with a generalist, branch-based delivery model.
- Fidelity Wealth Services: Fidelity's wealth advisory services offer goal-based planning and investment management to households, including disability and special needs scenarios, representing a scaled alternative to PATS's independent advisory model.
- Charles Schwab Wealth Advisory: Schwab Wealth Advisory provides fee-based financial planning and investment management to individuals and families, competing with PATS for neurodiverse family planning relationships but at vastly greater scale and with proprietary technology.
- Vanguard Personal Advisor: Vanguard Personal Advisor combines digital planning tools with human advisor support for ongoing financial planning and investment management, competing for the same family wealth relationships that PATS serves, especially on cost-sensitive clients.
Others
- Special Needs Alliance: Special Needs Alliance is a national nonprofit network of attorneys specializing in disability and special needs planning, including special needs trusts and government benefits. While attorney-led rather than financial advisory, it is a primary referral source and adjacent competitor for SNT planning clients that PATS also serves.
- Private Advisor Group: Private Advisor Group is the registered investment advisor under which Planning Across The Spectrum offers investment advice; it is the firm's parent/strategic partner and hosts a network of independent advisors with overlapping practice areas including special needs planning.
- ABLE National Resource Center: ABLE NRC is the leading educational and policy resource for ABLE accounts, the same tax-advantaged savings vehicle that PATS uses as a core service offering. It shapes consumer demand and competes for attention/authority on ABLE-related content that drives PATS's inbound funnel.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat3 records
Key risks5 records
Key highlights5 records
Customer concentration
Planning Across The Spectrum social profiles
Digital presencePlanning Across The Spectrum financial estimates
Financial estimateRevenue estimate
Valuation estimate
Planning Across The Spectrum leadership team
Management profileNumber of profiles
Profiles4 records
Planning Across The Spectrum funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Planning Across The Spectrum M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Planning Across The Spectrum
What does Planning Across The Spectrum do?
Planning Across The Spectrum is a financial advisory firm that provides specialized financial planning services for individuals, families, and employers of those with autism and other disabilities. Services cover ABLE accounts, special needs trusts, government benefits optimization, healthcare planning, special education funding, and money skills development. Investment advice is offered through Private Advisor Group, a registered investment advisor, with clients accessing portfolios via the RightCapital platform.
Is Planning Across The Spectrum a public or private company?
Planning Across The Spectrum is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Planning Across The Spectrum founded?
Planning Across The Spectrum was founded in 2018. It employs 1 to 10 people.
Where is Planning Across The Spectrum based?
Planning Across The Spectrum is headquartered in Farmington, United States, in the North America region.
How does Planning Across The Spectrum make money?
One revenue line is on record: financial Planning and Advisory Services.
Who are Planning Across The Spectrum's main competitors?
Broad incumbents on record are MassMutual SpecialCare Program, Ameriprise Financial, Northwestern Mutual Special Needs Planning, Edward Jones, Fidelity Wealth Services, Charles Schwab Wealth Advisory and Vanguard Personal Advisor. Others are Special Needs Alliance, Private Advisor Group and ABLE National Resource Center.
Does Planning Across The Spectrum have an API?
No public API is recorded for Planning Across The Spectrum.
What industry is Planning Across The Spectrum in?
Planning Across The Spectrum's product category is Special Needs Financial Advisory. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of EDAKANAJ, Benefits Counseling & Financial Literacy for Transition-Age Youth. Its NAICS code is 523940 and its SIC code is 6282.