# THE PLANNERS INC.

THE PLANNERS INC. of FORT COLLINS, CO is an SEC-registered investment adviser.

## Registration

- CRD: 326556
- Type: SEC-registered investment adviser
- Location: 1015 W HORSETOOTH RD, FORT COLLINS, CO, 80526
- Phone: (970) 658-9863
- Latest filing: 2026-06-02
- Regulatory AUM: $34.4M
- Discretionary AUM: $34.4M
- Clients: 2
- Accounts: 326

## Business model

- Compensation: % of AUM, Fixed
- Clients served: Individuals, High net worth, Charities

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/326556/brochure
- Similar advisers: https://search.stillhousedata.com/firm/326556/similar
- Related entities: https://search.stillhousedata.com/firm/326556/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/326556

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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.