{
  "crd_number": 326556,
  "slug": "the-planners-inc-fort-collins-co-326556",
  "primary_business_name": "THE PLANNERS INC.",
  "legal_name": "THE PLANNERS INC.",
  "dbas": [],
  "city": "Fort Collins",
  "state": "CO",
  "country": "United States",
  "cbsa_code": "22660",
  "metro": {
    "cbsa_code": "22660",
    "common_name": "Fort Collins",
    "msa_name": "Fort Collins-Loveland, CO",
    "path": "/advisors/co/fort-collins"
  },
  "registration_type": "state",
  "registration_status": "APPROVED",
  "registration_date": "2023-07-25",
  "years_registered": 3,
  "period": "2026-10-01",
  "filing_date": "2026-09-18",
  "carried_forward": false,
  "raum_total": 65732041.0,
  "raum_discretionary": 65732041.0,
  "raum_non_discretionary": 0.0,
  "raum_band": "25m_100m",
  "raum_band_label": "$25 million to $100 million",
  "total_employees": 4,
  "advisory_employees": 3,
  "client_count_bucket": null,
  "clients_by_type": {
    "individuals": {
      "raum": 28227967.0,
      "count": 114
    },
    "high_net_worth_individuals": {
      "raum": 37504074.0,
      "count": 22
    }
  },
  "compensation_types": [
    "fixed",
    "hourly",
    "percentage_of_aum"
  ],
  "advisory_activities": [
    "financial_planning",
    "pension_consulting",
    "portfolio_management_individuals",
    "selection_of_other_advisers"
  ],
  "wrap_fee_participant": false,
  "disclosure_yes_count": 0,
  "states_registered": [
    "CO"
  ],
  "websites": [
    "https://linkedin.com/company/the-planners-inc",
    "https://theplannersinc.com"
  ],
  "iapd_url": "https://adviserinfo.sec.gov/firm/summary/326556",
  "city_as_filed": "FORT COLLINS",
  "url": "https://advisorcensus.com/firm/the-planners-inc-fort-collins-co-326556",
  "display_name": "The Planners Inc.",
  "summary": "The Planners Inc. is a state-registered investment advisory firm in Fort Collins, CO, registered since 2023, reporting $25 million to $100 million in regulatory assets under management in its Form ADV filing dated September 18, 2026.",
  "citation": "AdvisorCensus. The Planners Inc. (CRD 326556): Form ADV filing data as of October 2026.",
  "registration_type_label": "State-registered investment adviser",
  "compensation_labels": [
    "A percentage of assets under your management",
    "Hourly charges",
    "Fixed fees (other than subscription fees)"
  ],
  "advisory_activity_labels": [
    "Financial planning services",
    "Portfolio management for individuals and/or small businesses",
    "Pension consulting services",
    "Selection of other advisers (including private fund managers)"
  ],
  "quick_answers": [
    {
      "q": "How is The Planners Inc. compensated?",
      "a": "On its Form ADV (Item 5.E, October 2026), The Planners Inc. reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees)."
    },
    {
      "q": "Where is The Planners Inc. located?",
      "a": "The Planners Inc.'s principal office is in Fort Collins, CO, according to its Form ADV."
    },
    {
      "q": "Is The Planners Inc. registered with the SEC or a state?",
      "a": "The Planners Inc. is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326556."
    },
    {
      "q": "How much does The Planners Inc. manage?",
      "a": "The Planners Inc. reports $65,732,041 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (100% discretionary)."
    },
    {
      "q": "What types of clients does The Planners Inc. serve?",
      "a": "By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (114); high net worth individuals (22)."
    },
    {
      "q": "Does The Planners Inc. report any disciplinary disclosures?",
      "a": "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/326556"
    },
    {
      "q": "What changed in The Planners Inc.'s recent Form ADV filings?",
      "a": "In the October 2026 filing data: Employees performing advisory functions went from 2 to 3. Regulatory assets under management went from $34,422,296 to $65,732,041 (+91%)."
    }
  ],
  "filing_history": [],
  "recent_changes": [
    {
      "period": "2026-10-01",
      "period_label": "October 2026",
      "notes": [
        "Employees performing advisory functions went from 2 to 3.",
        "Regulatory assets under management went from $34,422,296 to $65,732,041 (+91%)."
      ]
    }
  ],
  "fees_from_brochure": null,
  "custodians": [],
  "custodians_note": null,
  "markdown_url": "https://advisorcensus.com/firm/the-planners-inc-fort-collins-co-326556.md",
  "clients": [
    {
      "type": "individuals",
      "label": "Individuals (other than high net worth individuals)",
      "count": 114,
      "fewer_than_5": false,
      "raum": 28227967.0
    },
    {
      "type": "high_net_worth_individuals",
      "label": "High net worth individuals",
      "count": 22,
      "fewer_than_5": false,
      "raum": 37504074.0
    }
  ],
  "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/326556",
    "operator": "BH Monitor Services, LLC",
    "license": "https://creativecommons.org/licenses/by/4.0/",
    "credit": "AdvisorCensus (advisorcensus.com), from SEC Form ADV data"
  }
}