PREMIER SOUTHWEST PLANNING GROUP, LLC

RIASEC Registered

Total AUM

$92.3M

Discretionary

$92.3M

100% of AUM

Avg account

$177K

Accounts

523

Employees

Advisory reps

Firm details

Headquarters: ,
CRD number: 132868
Website: premierswplanning.com
Custodians: CHARLES SCHWAB & CO., INC.
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: Individuals46.73%
HNWI43.89%
Pension & Profit Sharing Plans9.39%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other AdvisersEducational Seminars / Workshops

Firm profile

FINTRX

Overview

Premier Southwest Planning Group, LLC is an independent, individually owned registered investment adviser that serves both individual and institutional clients. The firm operates as a capital allocator, selecting third-party managers alongside directly managed portfolios. Fee arrangements include a percentage of assets under management as well as hourly and fixed-fee engagements. Core advisory services listed for the firm are financial planning, portfolio management for individuals and small businesses, pension-consulting services, manager selection, and investor education through seminars and workshops. The firm is not positioned as an ESG investor.