The Planners Inc.
The Planners Inc. (CRD# 326556) is a financial advisory firm headquartered in Fort Collins, CO. They manage $22,068,555 in 258 accounts and serve the financial needs of clients across 2 states (or territories).
Current Firm Details
The Planners Inc.
By the Numbers
-
Total Assets Under Management22MILLION
-
Total Number of Accounts258ACCOUNTS
-
Average Account Value$85,537
Compensation Options
- A percentage of assets under your management
- Fixed fees (other than subscription fees)
Advisory Services Offered
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
Types of Clients
Registered States
Registered Investment Advisor
The map below shows states where this firm has explicit registration only.
CO, TX
Financial Advisors at The Planners Inc.
1
Erik Sartin (CRD# 6089362) is an Investment Advisor Representative working at The Planners Inc. in Fort Collins, CO and has over 11 years of experience in the finance industry.
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