About Precise Planning
Overview
Precise Planning is a retail forex and CFD broker registered in the United States, with a corporate address at 6547 N Academy Blvd #2265, Colorado Springs, CO 80918. According to public records, the broker was founded on May 7, 2025, making it a very new entrant in the online trading space. As of the time of this review, the broker holds no known regulatory licences from any financial authority.
This absence of regulation is a significant point for potential traders to consider, as it means the broker is not subject to oversight by bodies such as the CFTC or SEC in the US, or equivalent regulators in other jurisdictions. The broker's own website does not mention any regulatory status, and our checks confirm that no active licences are registered in its name.
Regulation and Oversight
Our review found no evidence of Precise Planning being licensed or regulated by any financial regulatory body. The broker's registered address in Colorado Springs, USA, does not automatically imply US regulatory oversight, as unregistered entities can operate from within the country without authorisation from bodies like the National Futures Association (NFA) or the Securities and Exchange Commission (SEC).
For traders, dealing with an unregulated broker carries inherent risks, including limited recourse in the event of disputes or financial loss. The lack of regulatory oversight also means that the broker's business practices, client fund segregation, and financial reporting are not independently verified.
Trading Services
Precise Planning's website indicates that it offers a variety of account types, including a demo account for practice. The broker's platform features advanced charting tools with technical indicators and customisable settings, suggesting a focus on technical analysis. However, specific details on leverage, spreads, or the full range of tradable instruments are not provided on the site.
The broker also lists a corporate office address and an email contact for support. The site includes a contact form for inquiries, but no phone number or live chat is mentioned. The limited information available on the website makes it difficult to fully assess the broker's offering.
Target Audience
Given its unregulated status and short history, Precise Planning appears to target traders who are willing to accept higher risks for potentially higher returns. The availability of a demo account suggests the broker is also open to beginners who wish to practice without financial commitment.
However, the lack of regulatory protection and limited operational track record may deter conservative traders or those requiring a secure trading environment. The broker's claims of tailored account types suggest an intention to attract a range of traders, from novices to experienced, but without independent verification, these claims should be treated with caution.
Overview compiled by FXCanary from regulatory records and public data. full Precise Planning review