A complete list of active advisors currently associated with Superior Planning Wealth Management & Family Office
Warmer can help you find a great advisor at Superior Planning Wealth Management & Family Office or one who fits your needs even better.
Superior Planning Wealth Management & Family Office provides investment management and financial planning to individuals, high-net-worth clients, trusts, estates, corporations and charitable organizations. The firm offers ongoing portfolio management alongside stand‑alone financial planning covering tax mitigation, estate and wealth transfer, succession planning and related wealth‑planning topics. Investment programs are implemented through a mix of proprietary strategic allocation models and customized portfolios, using third‑party strategists and sub‑advisors (including platforms such as Raymond James, Orion/Brinker and Charles Schwab). Accounts are generally managed with discretionary authority, and the firm monitors portfolios regularly while coordinating with independent managers, custodians and outside tax or legal advisors as needed. The firm’s business model includes several features that are less common among peers: certain firm professionals are registered representatives of a broker‑dealer and are separately licensed insurance agents who may receive commissions, and the firm maintains an affiliation with Carmel Capital Partners, LLC and utilizes sub‑advisor relationships and private fund offerings. Superior Planning also discloses the use of promoter/referral arrangements under Rule 206(4)‑1 and provides reporting for client assets held outside its discretionary management, a set of practices that can give rise to conflicts of interest that the firm discloses and seeks to manage.
To learn more about the advisors currently working at Superior Planning Wealth Management & Family Office, 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.
Name |
Location |
Years of experience |
|---|---|---|
San Diego, CA
| 16
|
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