PlanMember Services Corporation Reviews

Pros

PlanMember has an excellent location near Santa Barbara, CA, with offices overlooking the Pacific Ocean. The company is a market leader in providing a fee-based platform for independent financial advisors, with an emphasis on retirement accounts. PlanMember fosters a collegial environment and its small size creates a relaxed, unbureaucratic atmosphere.

Cons

As a consequence of being a small company, there is little upward mobility. While employees are encouraged to continue their learning through formal and informal paths, there is little financial or other reward for doing so. Management is somewhat secretive, but does communicate regularly on general topics of company-wide targets and strategy.

Advice to Senior Management

Dude, communicate more, better.