The Planners Inc.

Overview

The Planners Inc. is an independent, privately owned registered investment adviser organized as a corporation that serves individual and family clients. The firm operates as a capital allocator, directing client capital into third‑party managers and pooled vehicles in addition to running discretionary portfolios. Its advisory services include financial planning, portfolio management for individuals and small businesses, selection of other advisers, and pension consulting among its listed activities. Compensation mixes percentage-of-AUM fees with hourly and fixed-fee arrangements. The firm does not position itself as an ESG investor and is not listed as a multi-state or newly formed adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives