# The Planners Inc.

> 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.

- CRD: 326556
- Filed as: THE PLANNERS INC.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Fort Collins, CO
- Filing period: October 2026
- Form ADV filing dated: September 18, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/326556
- AdvisorCensus page: https://advisorcensus.com/firm/the-planners-inc-fort-collins-co-326556

## Quick answers

**How is The Planners Inc. compensated?**
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). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is The Planners Inc. located?**
The Planners Inc.'s principal office is in Fort Collins, CO, according to its Form ADV.

**Is The Planners Inc. registered with the SEC or a state?**
The Planners Inc. is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 326556.

**How much does The Planners Inc. manage?**
The Planners Inc. reports $65,732,041 in regulatory assets under management in its Form ADV filing dated September 18, 2026 (100% discretionary).

**What types of clients does The Planners Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (114); high net worth individuals (22).

**Does The Planners Inc. 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/326556

**What changed in The Planners Inc.'s recent Form ADV filings?**
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%).

## 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: $65,732,041
- Discretionary: $65,732,041
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 114 | $28,227,967 |
| High net worth individuals | 22 | $37,504,074 |

### 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)

### Firm details
- Registered since: 2023 (3 years)
- Employees: 4 total, 3 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CO
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- theplannersinc.com
- LinkedIn @the-planners-inc

## Changes in the filing (last 12 months)

### October 2026
- Employees performing advisory functions went from 2 to 3.
- Regulatory assets under management went from $34,422,296 to $65,732,041 (+91%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. The Planners Inc. (CRD 326556): Form ADV filing data as of October 2026.