THE PLANNERS INC.

THE PLANNERS INC. of FORT COLLINS, CO is an SEC-registered investment adviser (CRD 326556). Regulatory assets under management: $34.4M.

Registration

• CRD: 326556
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 326556 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search