Premier Southwest Planning Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$83,678,355
Clients
353
Advisors
3
of 6 employees
About
Premier Southwest Planning Group serves individuals (including high‑net‑worth clients), business entities, and retirement plans by providing discretionary asset management, comprehensive and modular financial planning, and limited‑scope ERISA 3(21) retirement plan advisory services. The firm also facilitates sub‑advisory relationships with third‑party money managers and provides ongoing portfolio monitoring and reporting.
Portfolios and plans are constructed to reflect each client’s stated goals, time horizon, and risk tolerance, with the firm typically exercising discretionary trading authority and the ability to hire and oversee TPMs as appropriate. Financial planning services include both comprehensive plans and targeted analyses — for example, Social Security maximization, pension maximization, Roth conversion review, income‑stress testing, and an Asset‑Cycle Portfolio System — that are used to inform investment decisions.
Noteworthy features include a program of public seminars and workshops intended to educate prospective clients and participants and disclosed affiliations between firm principals and insurance‑selling entities; several advisers are licensed to sell insurance and receive related compensation, with conflicts addressed in the brochure. The combination of plan‑level fiduciary support (3(21) services and participant education) alongside individualized wealth management and TPM arrangements distinguishes the firm from many peers.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Fixed fees for financial planning between $75 and $4,000
$0 - $10,000,000: 0.75% annually $10,000,000 - $20,000,000: 0.25% annually $20,000,000+: Negotiable
Advisors receive commissions for insurance product sales (outside of advisory fees)
Up to $350 per hour for financial planning services
Minimum fee: One-time upfront setup fee of $795 for new advisory clients using Asset Management Services Fee-only: Hourly fees up to $350/hour; fixed fees from $75 to $4,000 for financial planning
Main office
Scottsdale AZ
Advisors at this office
3
Most active in
Arizona · California · Illinois · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
Advisors at this firm
Jonathan M
PFS™
Scottsdale, AZ
Premier Southwest Planning Group, LLC
Jonathan Miller is a financial advisor with Premier Southwest Planning Group, LLC in Scottsdale, AZ, holding the PFS™ designation and two years of industry experience. He previously operated his own CPA practice, Jonathan Miller CPA PC, for 16 years and is a partner in two CPA firms, Miller Wolman CPAs PLLC and StarCross Management LLC. Premier Southwest Planning Group serves individuals, business entities, and retirement plans by offering discretionary asset management, comprehensive and modular financial planning, and limited-scope ERISA 3(21) retirement plan advisory services. The firm utilizes a client-focused approach, incorporating public education seminars and collaborative third-party money manager relationships.
Joshua G
Series 65
Scottsdale, AZ
Premier Southwest Planning Group, LLC
Joshua Gifford is a financial advisor at Premier Southwest Planning Group, LLC in Scottsdale, AZ, holding a Series 65 designation with three years of industry experience. His prior work includes roles at T&T Capital Management and MassMutual Financial Group. He serves as a board member for the nonprofit Prefund the Police. Premier Southwest Planning Group, LLC provides fee-based financial planning and discretionary portfolio management to individual clients, including high-net-worth households, as well as retirement plan sponsors. The firm’s approach incorporates fundamental, technical, and cyclical analysis, asset allocation, and regular account reviews, often utilizing third-party money managers and offering specialized financial analyses.
Bruce W
Series 63, Series 65
Scottsdale, AZ
Premier Southwest Planning Group, LLC
Bruce Weinstein is a financial advisor with Premier Southwest Planning Group, LLC in Scottsdale, AZ. He holds Series 63 and Series 65 licenses and has 36 years of industry experience. Weinstein has held various roles including co-owner of The Cortez Inn LLC and managing member of Bull Canyon Ranch. Premier Southwest Planning Group serves individuals, business entities, and retirement plans by providing discretionary asset management, modular financial planning, and ERISA 3(21) retirement plan advisory services. The firm also offers sub-advisory relationships with third-party money managers and ongoing portfolio monitoring tailored to clients’ goals and risk tolerance.
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