A complete list of active advisors currently associated with Premier Estate Planners, LLC

Warmer can help you find a great advisor at Premier Estate Planners, LLC or one who fits your needs even better.

Premier Estate Planners advises individuals, trusts, estates, charitable organizations, and business entities, offering wealth management services that include portfolio management, selection of third‑party advisers, savings plan management as a solicitor for a program provider, and modular financial planning. The firm works with both discretionary and non‑discretionary accounts and reports managing over $226 million in client assets. The firm collects suitability information to tailor strategies, constructs or selects model portfolios (often using ETFs), and monitors and rebalances portfolios over time while relying on third‑party managers for some investment duties. It also offers savings plan management through a third‑party program provider and notes that tax efficiency is not its primary management consideration, encouraging clients to consult tax professionals. Noteworthy aspects of the brochure include an unusually high client load — 584 clients with a small advisory team, implying more than 200 clients per advisor, which is uncommon among peers. The brochure also describes the firm as fee‑only while disclosing that associated persons are licensed insurance agents who may earn commissions and that the firm receives commissions on numismatic transactions, and it discloses its solicitor role for a retirement plan program, all items that bear on potential conflicts of interest.

To learn more about the advisors currently working at Premier Estate Planners, LLC, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.