Premier Estate Planners, LLC

Premier Estate Planners, LLC (CRD# 122638) is a financial advisory firm headquartered in Clinton Township, MI. They manage $195,513,798 in 1,010 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    196
    MILLION
  • Total Number of Accounts
    1,010
    ACCOUNTS
  • Average Account Value
    $193,578
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
  • Other
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, MI, TX

Financial Advisors at Premier Estate Planners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Donald P. Carnaghi
CRD#: 1352988
16950 19 Mile Road, Suite 4, Clinton Township, MI 48038

Donald Carnaghi (CRD# 1352988) is an Investment Advisor Representative working at Premier Estate Planners, LLC in Clinton Township, MI and has over 35 years of experience in the finance industry.

2
Kevin A. Carnaghi
CRD#: 5763922
16950 19 Mile Road, Suite 4, Clinton Township, MI 48038

Kevin Carnaghi (CRD# 5763922) is an Investment Advisor Representative working at Premier Estate Planners, LLC in Clinton Township, MI and has over 10 years of experience in the finance industry.

3
Kathleen V. Elliott
CRD#: 4206938
Clinton Township, MI 48038

Kathleen Elliott (CRD# 4206938) is an Investment Advisor Representative working at Premier Estate Planners, LLC in Clinton Township, MI and has over 6 years of experience in the finance industry.

4
Thomas R. Mazza
CRD#: 1091453
16950 19 Mile Road, Suite 4, Clinton Township, MI 48038

Thomas Mazza (CRD# 1091453) is an Investment Advisor Representative working at Premier Estate Planners, LLC in Clinton Township, MI and has over 37 years of experience in the finance industry.

5
William J. Schmidt
CRD#: 4715436
16950 19 Mile Rd, Suite 4, Clinton Township, MI 48038

William Schmidt (CRD# 4715436) is an Investment Advisor Representative working at Premier Estate Planners, LLC in Clinton Township, MI and has over 8 years of experience in the finance industry.

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