# Premier Estate Planners, LLC

> 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.

- CRD: 122638
- Filed as: PREMIER ESTATE PLANNERS, LLC
- Also doing business as: PREMIER ESTATE PLANNERS RIA,LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Clinton Township, MI
- Filing period: October 2026
- Form ADV filing dated: February 9, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/122638
- AdvisorCensus page: https://advisorcensus.com/firm/premier-estate-planners-llc-clinton-township-mi-122638

## Quick answers

**How is Premier Estate Planners, LLC compensated?**
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.

**Where is Premier Estate Planners, LLC located?**
Premier Estate Planners, LLC's principal office is in Clinton Township, MI, according to its Form ADV.

**Is Premier Estate Planners, LLC registered with the SEC or a state?**
Premier Estate Planners, LLC is an SEC-registered investment advisory firm, registered since 2007. Status as filed: Approved. CRD 122638.

**How much does Premier Estate Planners, LLC manage?**
Premier Estate Planners, LLC reports $226,948,109 in regulatory assets under management in its Form ADV filing dated February 9, 2026 (63% discretionary).

**How have Premier Estate Planners, LLC's assets and staff changed since 2021?**
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.

**What types of clients does Premier Estate Planners, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (529); high net worth individuals (55).

**Which custodians does Premier Estate Planners, LLC use?**
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.

**Does Premier Estate Planners, LLC report any disciplinary disclosures?**
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

**What changed in Premier Estate Planners, LLC's recent Form ADV filings?**
In the March 2026 filing data: Regulatory assets under management went from $203,459,882 to $226,948,109 (+12%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Other

### Custodians (Schedule D, Section 5.K(3))
- Axos
- Charles Schwab & Co., Inc.

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.

### Regulatory assets under management (Item 5.F)
- Total: $226,948,109
- Discretionary: $143,083,416
- Non-discretionary: $83,864,693

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 529 | $125,204,338 |
| High net worth individuals | 55 | $101,743,771 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2007 (18 years)
- Employees: 4 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, MI, NE
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- yourplanners.com

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $208,203,455 | 4 | January 15, 2021 |
| October 2022 | $227,633,652 | 3 | June 9, 2022 |
| October 2023 | $178,080,369 | 4 | August 16, 2023 |
| October 2024 | $186,587,839 | 4 | January 19, 2024 |
| October 2025 | $203,459,882 | 4 | June 10, 2025 |
| October 2026 | $226,948,109 | 4 | February 9, 2026 |

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.

## Changes in the filing (last 12 months)

### March 2026
- Regulatory assets under management went from $203,459,882 to $226,948,109 (+12%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Premier Estate Planners, LLC (CRD 122638): Form ADV filing data as of October 2026.