{
  "crd_number": 122638,
  "slug": "premier-estate-planners-llc-clinton-township-mi-122638",
  "primary_business_name": "PREMIER ESTATE PLANNERS, LLC",
  "legal_name": "PREMIER ESTATE PLANNERS, LLC",
  "dbas": [
    "PREMIER ESTATE PLANNERS RIA,LLC"
  ],
  "city": "Clinton Township",
  "state": "MI",
  "country": "United States",
  "cbsa_code": "19820",
  "metro": {
    "cbsa_code": "19820",
    "common_name": "Detroit",
    "msa_name": "Detroit-Warren-Dearborn, MI",
    "path": "/advisors/mi/detroit"
  },
  "registration_type": "sec",
  "registration_status": "Approved",
  "registration_date": "2007-11-06",
  "years_registered": 18,
  "period": "2026-10-01",
  "filing_date": "2026-02-09",
  "carried_forward": false,
  "raum_total": 226948109.0,
  "raum_discretionary": 143083416.0,
  "raum_non_discretionary": 83864693.0,
  "raum_band": "100m_500m",
  "raum_band_label": "$100 million to $500 million",
  "total_employees": 4,
  "advisory_employees": 2,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 125204338.0,
      "count": 529
    },
    "high_net_worth_individuals": {
      "raum": 101743771.0,
      "count": 55
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "other",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "FL",
    "MI",
    "NE"
  ],
  "websites": [
    "https://yourplanners.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/122638",
  "city_as_filed": "CLINTON TOWNSHIP",
  "url": "https://advisorcensus.com/firm/premier-estate-planners-llc-clinton-township-mi-122638",
  "display_name": "Premier Estate Planners, LLC",
  "summary": "Premier Estate Planners, LLC is an SEC-registered investment advisory firm in Clinton Township, MI, registered since 2007, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated February 9, 2026.",
  "citation": "AdvisorCensus. Premier Estate Planners, LLC (CRD 122638): Form ADV filing data as of October 2026.",
  "registration_type_label": "SEC-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)",
    "Other"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is Premier Estate Planners, LLC compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), Premier Estate Planners, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees); other. The amounts are in Item 5 of its Form ADV Part 2A brochure."
    },
    {
      "q": "Where is Premier Estate Planners, LLC located?",
      "a": "Premier Estate Planners, LLC's principal office is in Clinton Township, MI, according to its Form ADV."
    },
    {
      "q": "Is Premier Estate Planners, LLC registered with the SEC or a state?",
      "a": "Premier Estate Planners, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 122638."
    },
    {
      "q": "How much does Premier Estate Planners, LLC manage?",
      "a": "Premier Estate Planners, LLC reports $226,948,109 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (63% discretionary)."
    },
    {
      "q": "How have Premier Estate Planners, LLC's assets and staff changed since 2021?",
      "a": "In the Form ADV data for Premier Estate Planners, LLC: Regulatory assets under management: $208,203,455 in the October 2021 data and $226,948,109 in the October 2026 data, up 9%. Total employees: 4 in October 2021 and 4 in October 2026. Assets under management move with markets as well as with clients coming and going."
    },
    {
      "q": "What types of clients does Premier Estate Planners, LLC serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (529); high net worth individuals (55)."
    },
    {
      "q": "Which custodians does Premier Estate Planners, LLC use?",
      "a": "Premier Estate Planners, LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Axos and Charles Schwab & Co., Inc. as custodians holding 10% or more of its separately managed account assets."
    },
    {
      "q": "Does Premier Estate Planners, LLC report any disciplinary disclosures?",
      "a": "Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/122638"
    },
    {
      "q": "What changed in Premier Estate Planners, LLC's recent Form ADV filings?",
      "a": "In the March 2026 filing data: Regulatory assets under management went from $203,459,882 to $226,948,109 (+12%)."
    }
  ],
  "filing_history": [
    {
      "period": "2021-10-01",
      "regulatory_assets_under_management": 208203455.0,
      "total_employees": 4,
      "filing_date": "2021-01-15"
    },
    {
      "period": "2022-10-01",
      "regulatory_assets_under_management": 227633652.0,
      "total_employees": 3,
      "filing_date": "2022-06-09"
    },
    {
      "period": "2023-10-01",
      "regulatory_assets_under_management": 178080369.0,
      "total_employees": 4,
      "filing_date": "2023-08-16"
    },
    {
      "period": "2024-10-01",
      "regulatory_assets_under_management": 186587839.0,
      "total_employees": 4,
      "filing_date": "2024-01-19"
    },
    {
      "period": "2025-10-01",
      "regulatory_assets_under_management": 203459882.0,
      "total_employees": 4,
      "filing_date": "2025-06-10"
    },
    {
      "period": "2026-10-01",
      "regulatory_assets_under_management": 226948109.0,
      "total_employees": 4,
      "filing_date": "2026-02-09"
    }
  ],
  "recent_changes": [
    {
      "period": "2026-03-01",
      "period_label": "March 2026",
      "notes": [
        "Regulatory assets under management went from $203,459,882 to $226,948,109 (+12%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [
    {
      "name": "Axos",
      "name_as_filed": "AXOS",
      "affiliated": false
    },
    {
      "name": "Charles Schwab & Co., Inc.",
      "name_as_filed": "CHARLES SCHWAB & CO., INC.",
      "affiliated": false
    }
  ],
  "custodians_note": "Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.",
  "markdown_url": "https://advisorcensus.com/firm/premier-estate-planners-llc-clinton-township-mi-122638.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 529,
      "fewer_than_5": false,
      "raum": 125204338.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 55,
      "fewer_than_5": false,
      "raum": 101743771.0
    }
  ],
  "disclosure_line": "Reports no disclosure items on Form ADV Item 11.",
  "disclosure_items": [],
  "indexable": true,
  "suppressed": false,
  "claimed": false,
  "enhanced": false,
  "provided_by_the_firm": null,
  "source": {
    "name": "Form ADV",
    "as_of": "2026-10-01",
    "iapd_url": "https://adviserinfo.sec.gov/firm/summary/122638",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}