# THE PLANNING PROJECT LLC

THE PLANNING PROJECT LLC of THE WOODLANDS, TX is an SEC-registered investment adviser.

## Registration

- CRD: 297658
- Type: SEC-registered investment adviser
- SEC file number: 801-122376
- Location: 4526 RESEARCH FOREST DR., SUITE 240, THE WOODLANDS, TX, 77381
- Phone: 281-940-4859
- Latest filing: 2026-07-31
- Regulatory AUM: $551.4M
- Discretionary AUM: $551.4M
- Clients: 12
- Accounts: 949

## Business model

- Compensation: Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (10)

| Name | Role | Location |
| --- | --- | --- |
| Joel Daniel Hergenreter | CCO | — |
| Paul Michael Rahn | MANAGER | — |
| Christopher Daniel Melber | LEAD TRADER / SYSTEMS OPERATIONS MANAGER; MEMBER; OPERATIONS MANAGER | — |
| Robert Michael Bard | MEMBER | — |
| Brady Allen Cox | MEMBER | — |
| Casey Alan Mack | MEMBER | — |
| RAHN PAUL MICHAEL | MANAGER, CCO | — |
| MELBER CHRISTOPHER DANIEL | MEMBER | — |
| BARD ROBERT MICHAEL | MEMBER | — |
| Thomas William Dunaway | MEMBER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/297658/brochure
- Similar advisers: https://search.stillhousedata.com/firm/297658/similar
- Related entities: https://search.stillhousedata.com/firm/297658/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/297658

---

Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.