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529 PLANS
Gregory P. Fong - Financial Professional
GOLD Financial Professional
GF
Gregory P. Fong
CFP®, ChFC®
Owner/Principal
Planned Wealth Consultants
Contact Info:
3655 Torrance Blvd., Suite 400
Torrance, CA 90503
Registered Principal offering securities through SagePoint Financial, Inc., Member FINRA & SIPC. Investment advisory services offered through Planned Wealth Consultants, a registered investment advisor not affiliated with SagePoint Financial, Inc. Fixed and/or Traditional Insurance Services offered through GPF Insurance Services (GPFIS). GPFIS is not affiliated with SagePoint Financial, Inc. or registered as a broker-dealer or investment advisor. CA Insurance Lic. 0829133.
Financial Professionals
Pro Dashboard
Top 529 College Savings Plans
One-year rankings are based on a plan's average investment returns over the last 12 months.
| State | Plan Name | |
|---|---|---|
| 1 | Nevada | USAA 529 Education Savings Plan |
| 2 | Florida | Florida 529 Savings Plan |
| 3 | New Jersey | NJBEST 529 College Savings Plan |
Three-year rankings are based on a plan's average annual investment returns over the last three years.
| State | Plan Name | |
|---|---|---|
| 1 | South Dakota | CollegeAccess 529 (Direct-sold) |
| 2 | Wisconsin | Edvest 529 |
| 3 | Nevada | USAA 529 Education Savings Plan |
Five-year rankings are based on a plan's average annual investment returns over the last five years
| State | Plan Name | |
|---|---|---|
| 1 | Indiana | CollegeChoice 529 Direct Savings Plan |
| 2 | Florida | Florida 529 Savings Plan |
| 3 | Alaska | T. Rowe Price College Savings Plan |
10-year rankings are based on a plan's average annual investment returns over the last ten years.
| State | Plan Name | |
|---|---|---|
| 1 | West Virginia | SMART529 WV Direct College Savings Plan |
| 2 | South Carolina | Future Scholar 529 College Savings Plan (Direct-sold) |
| 3 | Ohio | Ohio's 529 Plan, CollegeAdvantage |
