Premier Estate Planners, LLC

Premier Estate Planners, LLC (CRD# 122638) is a financial advisory firm headquartered in Clinton Township, MI. They manage $136,875,318 in 999 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    137
    MILLION
  • Total Number of Accounts
    999
    ACCOUNTS
  • Average Account Value
    $137,012
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.

MI

Financial Advisors at Premier Estate Planners, LLC
Showing 1 - 5 of 5 top financial advisors.
1
Kevin A. Carnaghi
CRD#: 5763922
16950 19 Mile Road, Suite 4, Clinton Township, MI 48038
93
Wealthminder
score

Kevin Carnaghi (CRD# 5763922) 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.

2
Kathleen V. Elliott
CRD#: 4206938
16950 19 Mile Rd, Suite 4, Clinton Township, MI 48038
89
Wealthminder
score

Kathleen Elliott (CRD# 4206938) is an Investment Advisor Representative working at Premier Estate Planners, LLC in Clinton Township, MI and has over 3 years of experience in the finance industry.

3
William J. Schmidt
CRD#: 4715436
16950 19 Mile Rd, Suite 4, Clinton Township, MI 48038
78
Wealthminder
score

William Schmidt (CRD# 4715436) is an Investment Advisor Representative working at Premier Estate Planners, LLC in Clinton Township, MI and has over 5 years of experience in the finance industry.

4
Donald P. Carnaghi
CRD#: 1352988
16950 19 Mile Road, Suite 4, Clinton Township, MI 48038
48
Wealthminder
score

Donald Carnaghi (CRD# 1352988) is an Investment Advisor Representative working at Premier Estate Planners, LLC in Clinton Township, MI and has over 32 years of experience in the finance industry.

5
Thomas R. Mazza
CRD#: 1091453
16950 19 Mile Road, Suite 4, Clinton Township, MI 48038
48
Wealthminder
score

Thomas Mazza (CRD# 1091453) is an Investment Advisor Representative working at Premier Estate Planners, LLC in Clinton Township, MI and has over 34 years of experience in the finance industry.

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Disclosure
Advisor profile scores displayed on this site are derived using the following criteria. Step 1: An advisor profile rating starts with a baseline score of 90 points. Step 2: The advisor score is increased from the baseline after screening for 3 criteria: years of experience, industry credentials and completeness of profile. Step 3: The advisor score is decreased after screening for publicly available disclosure events such as litigation or regulatory matters. Such decreases relate to the existence of a disclosure and, in most cases, do not account for timing, magnitude or severity of such disclosure. Many other factors are not considered in the scoring such as financial stability, fees, affiliations and educational background, and you should carefully consider these factors. The criteria are based on information Wealthminder deems helpful and available at the time of the scoring. Scores do not vary based on qualitative feedback from users. Advisor presentation and visibility and allocation of proposals will vary for advisors who pay a marketing plan program fee. Wealthminder does not recommend or provide any warranty or guarantee of the quality or suitability of any specific advisor or products or services offered by such advisor. Please consult regulatory sites for additional information about advisors’ background.