RIA Intel›Advisers›Michigan›THE FINANCIAL PLANNING COMPANY LLC

THE FINANCIAL PLANNING COMPANY LLC

Advisory

Data as of Feb 20, 2026 · Source: SEC Form ADV

Average account

$381K

across 31 accounts

AUM per adviser

$12M

1 advisers

Source: SEC Form ADV. Figures as filed Feb 20, 2026.

Total AUM

$12M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$12M

Discretionary AUM$12M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients31

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InMI

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

31 clients

9 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 MI

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

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NAMESAKE GROUP LLC

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INTI LLC

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