A complete list of active advisors currently associated with The Planners Inc.

Warmer can help you find a great advisor at The Planners Inc. or one who fits your needs even better.

The Planners Inc. provides discretionary portfolio management, financial planning (one‑time and ongoing), and administrative consulting for employer‑sponsored qualified retirement plans primarily to individual clients, including high‑net‑worth and other individual investors. The firm delivers personalized investment management and prepares written Investment Policy Statements that document each client’s objectives, tax situation, and risk tolerance. TPI generally manages accounts under discretionary authority and documents client objectives in an IPS, using blended asset allocations, strategic rebalancing, and model strategies available through a Sub‑Advisor Agreement with SEI. The firm also offers values‑based portfolio customization, separately managed low‑duration fixed‑income options and Altruist cash account arrangements, and tailors recommendations to client constraints and preferences. Noteworthy for a small, recently formed adviser (established 2023 and transitioning to SEC registration) with roughly $103 million in AUM and a three‑person team, the firm discloses an affiliation with insurance distribution and uses Broker‑of‑Record arrangements for annuities—an arrangement the brochure identifies as a potential conflict of interest. Compared with many peers, TPI’s stated product breadth is wider than typical for its size, including registered interval funds, registered non‑traded REITs, structured products and ETNs, and the capacity to hold SEC‑registered digital‑asset ETPs custodied at client custodians.

To learn more about the advisors currently working at The Planners Inc., 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.