Investment Planners, Inc.

Overview

Investment Planners, Inc. is organized as a corporation and has been SEC-registered since 1986. Public records identify the owner type as an individual and list the firm's regulatory classification as "Unclassified." The firm is not identified as a capital allocator, an active ESG investor, a pension consultant, a related adviser, or a newly formed adviser. The firm did not provide information about its client base, fee structure, business activities, or advisory offerings in the source dataset. That limits visibility into whom the firm serves, how it charges for services, and what investment strategies or product types it uses.

Location & Offices