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
320 East Vine Drive, Suite 101, Fort Collins, CO 80524
By the Numbers
  • Total Assets Under Management
    22
    MILLION
  • Total Number of Accounts
    258
    ACCOUNTS
  • 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
The map below shows states where this firm has explicit registration only.

CO, TX

Financial Advisors at The Planners Inc.
Showing 1 - 1 of 1 top financial advisors.
1
Erik Sartin, financial advisor Fort Collins CO
Erik M. Sartin
CRD#: 6089362
320 East Vine Drive, Suite 101, Fort Collins, CO 80524

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.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.
Request Proposals