Overview
Assets Under Management: $1.2 billion
Headquarters: MOLINE, IL
High-Net-Worth Clients: 314
Average Client Assets: $3 million
Frequently Asked Questions
THE PLANNING CENTER, INC. is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #118994), THE PLANNING CENTER, INC. is subject to fiduciary duty under federal law.
THE PLANNING CENTER, INC. is headquartered in MOLINE, IL.
THE PLANNING CENTER, INC. serves 314 high-net-worth clients according to their SEC filing dated March 19, 2025. View client details ↓
According to their SEC Form ADV, THE PLANNING CENTER, INC. offers financial planning, portfolio management for individuals, portfolio management for institutional clients, and pension consulting services. View all service details ↓
THE PLANNING CENTER, INC. manages $1.2 billion in client assets according to their SEC filing dated March 19, 2025.
According to their SEC Form ADV, THE PLANNING CENTER, INC. serves high-net-worth individuals, institutional clients, and pension and profit-sharing plans. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals, Portfolio Management for Institutional Clients, Pension Consulting
Clients
Number of High-Net-Worth Clients: 314
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 71.19
Average High-Net-Worth Client Assets: $3 million
Total Client Accounts: 3,335
Discretionary Accounts: 3,210
Non-Discretionary Accounts: 125
Regulatory Filings
CRD Number: 118994
Filing ID: 1962787
Last Filing Date: 2025-03-19 18:51:00
Website: https://theplanningcenter.com