The Planners Inc.

Overview

The Planners Inc. is an independent registered investment adviser organized as a corporation and owned by an individual. The firm serves individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and the selection of third‑party advisers. Its billing combines percentage‑of‑AUM fees with fixed fees. The firm identifies as a capital allocator, maintains an industry affiliation with an insurance company, and does not describe itself as an active ESG investor or a multi‑state adviser.

Assets & Accounts

Public Holdings

Investments & Alternatives