Return on Life Wealth Partners

Who works here

• CH
  Chelsea Coleman Hussey
• DL
  Danielle Kathleen Lechard
• FF
  Frank Fantozzi
• YY
  Yuanyuan Yang

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management
• Pension consulting

Return on Life Wealth Partners

Legal name: Planned Financial Services, LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

112879