RIA Intel›Advisers›Texas›THE PLANNING PROJECT LLC

THE PLANNING PROJECT LLC

Advisory

N·THE WOODLANDS, TX

Data as of Jul 10, 2026 · Source: SEC Form ADV

Total AUM
$551M
1-Year AUM Growth
+80.4%
3-Year CAGR
+58.0%
Employees
10
Assets Under Management
Total AUM$551M
Discretionary AUM$551M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients234
Team
Total Employees10
Investment Advisers12
Employee Growth (1Y)+25.0%
Filing History
Total Filings on Record11
First FilingAug 24, 2021
Latest FilingJul 10, 2026
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Registration
Status—
Registration Date—
SEC RegisteredYes
Exempt ReportingNo
⚡ Succession Risk Score

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📊 Peer Benchmarking

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👥 Owners & Officers

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🏦 Client Demographics

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