THE PLANNERS INC.

RIASEC Registered

Total AUM

$34.4M

Discretionary

$34.4M

100% of AUM

Avg account

$106K

Accounts

326

Employees

Advisory reps

Firm details

Headquarters: FORT COLLINS, Colorado
CRD number: 326556
Website: www.theplannersinc.com
Custodians: ALTRUIST FINANCIAL LLC, SEI INVESTMENTS DISTRIBUTION CO.
Fee structure: Percentage of AUM, Fixed Fees
Client types: HNWI56.93%
Individuals43.07%
Services: Financial PlanningPortfolio Management for IndividualsSelection of Other Advisers

Firm profile

FINTRX

Overview

The Planners Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. It serves individual and family clients, providing financial planning, portfolio management for individuals and small businesses, and the selection of other advisers. The firm charges fees based on a percentage of assets under management and also uses fixed fees for some services. It identifies itself as a capital allocator and maintains an industry affiliation with an insurance company. The firm does not report being an active ESG investor and is not registered as a multi-state adviser.