RIA Intel›Advisers›South Carolina›FINANCIAL PLANNERS, LLC

FINANCIAL PLANNERS, LLC

Advisory

AIKEN, SC

Data as of Feb 11, 2026 · Source: SEC Form ADV

Average account

$206K

across 82 accounts

AUM per adviser

$17M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 11, 2026.

Total AUM

$17M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$17M

Discretionary AUM$17M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients55

Team

Total Employees2

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InSC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

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Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

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Owners & Officers

Names, titles, ownership bands and control-person status for each.

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Client Demographics

55 clients

2 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

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Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

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SWIFTWATER CAPITAL MANAGEMENT, LP

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$16M

-90.3% 1Y

L. JACKSON TAYLOR

$16M

MONEY POOLE...SOLUTIONS FOR LIFE, LLC

$15M

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