The Planners Inc.

RIAState Registered

Total AUM

$103M

Discretionary

$89M

86% of AUM

Avg account

$178K

Accounts

581

Employees

Advisory reps

Firm details

Headquarters: Fort Collins, Colorado
CRD number: 326556
Website: www.theplannersinc.com
Custodians: ALTRUIST FINANCIAL LLC
Fee structure: Percentage of AUM, Hourly Charges, Fixed Fees
Client types: HNWI65.57%
Individuals34.34%
Corporations / Businesses0.1%
Services: Financial PlanningPortfolio Management for IndividualsPension ConsultingSelection of Other Advisers

Firm profile

FINTRX

Overview

The Planners Inc. is an independent, Colorado-registered wealth advisory corporation serving both individual/family and institutional clients. The firm acts as a capital allocator and provides a mix of financial planning and discretionary portfolio management alongside consulting services such as pension-related work and the selection of third‑party advisers. Its fee model includes percentage-of-AUM billing supplemented by hourly and fixed-fee engagements. The firm does not identify as an active ESG investor and operates as a single-state adviser.