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THE PLANNERS INC.

Advisory

FORT COLLINS, CO

Data as of Jun 2, 2026 · Source: SEC Form ADV

Average account

$106K

across 326 accounts

AUM per adviser

$17M

2 advisers

Source: SEC Form ADV. Figures as filed Jun 2, 2026.

Total AUM

$34M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

2

Assets Under Management

Total AUM$34M

Discretionary AUM$34M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients106

Team

Total Employees2

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InCO, TX

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

106 clients

19 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 CO

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

ASPEN WEALTH PLANNERS LLC

$35M

KESSLER INVESTMENT ADVISORS INC

$35M

BRIGHTWORK WEALTH MANAGEMENT, LLC

COLORADO SPRINGS, CO

$34M

COMMONWEALTH INVESTMENT ADVISORS LLC

$34M

RCG CAPITAL ADVISORS, LLC

$35M

SIMPLY STEWARD, LLC

$35M

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