# Premier Southwest Planning Group, LLC

> Premier Southwest Planning Group, LLC is a state-registered investment advisory firm, registered since 2005, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated May 12, 2026.

- CRD: 132868
- Filed as: PREMIER SOUTHWEST PLANNING GROUP, LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Filing period: October 2026
- Form ADV filing dated: May 12, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/132868
- AdvisorCensus page: https://advisorcensus.com/firm/premier-southwest-planning-group-llc-132868

## Quick answers

**How is Premier Southwest Planning Group, LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Premier Southwest Planning Group, LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Is Premier Southwest Planning Group, LLC registered with the SEC or a state?**
Premier Southwest Planning Group, LLC is a state-registered investment advisory firm, registered since 2005. Status as filed: APPROVED. CRD 132868.

**How much does Premier Southwest Planning Group, LLC manage?**
Premier Southwest Planning Group, LLC reports $92,345,925 in regulatory assets under management in its Form ADV filing dated May 12, 2026 (100% discretionary).

**What types of clients does Premier Southwest Planning Group, LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (312); high net worth individuals (41); pension and profit sharing plans (but not the plan participants or government pension plans) (19).

**Does Premier Southwest Planning Group, LLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/132868

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $92,345,925
- Discretionary: $92,345,925
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 312 | $43,149,024 |
| High net worth individuals | 41 | $40,529,331 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 19 | $8,667,498 |
| Charitable organizations | Fewer than 5 | $72 |

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

### Firm details
- Registered since: 2005 (21 years)
- Employees: 6 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, CA, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [premierswplanning.com](https://premierswplanning.com)
- Facebook @pspgllc
- Instagram @pspgllc
- LinkedIn @brucejweinsteinpspgllc
- X @ppgannapolis

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Premier Southwest Planning Group, LLC (CRD 132868): Form ADV filing data as of October 2026.