F
$11.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
12 yrs Firm Age
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- Custodian
- SEI
- Clients
- Retail
- Platforms
- ZenithPioneer +more
- Established Date
- 07-19-2013
- Office Locations
- 1
Office Locations
-- Sheboygan WI
About Financial Planning Center
The Planning Center is a fee-only financial planning firm helping individuals and families make confident money decisions through major life transitions, from building wealth to retirement. Its credentialed advisory team takes an integrated, planning-first approach that includes portfolio guidance and specialized support around RSU compensation to maximize equity grants within a broader financial plan.
Team overview
61 AVG AGE
$11.5M AVG AUM / ADVISOR
$638.2K AVG AUM / CLIENT
12.9 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
12yrs Firm Age
Insights
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Asset Classes
Fusion Vertex timber Atlas
Client Personas
Radial delta Capital
Custodian
Vertex Meridian Unison Zenith Fusion Pathway pioneer Beacon prime Harbor Focus optima Atlas Vertex harbor Crest Glacier
Fund Managers
Pioneer pioneer Bridge
Investment Themes
Summit summit Prime Catalyst Vertex eagle
Investment Vehicles
North Zenith fusion
Platform
Eagle vital Bridge value Bridge
Services
Pioneer Bridge vector Ridge quantum Signal eagle Foundation value Element Atlas insight Legacy Meridian Pathway foundation
Technology
Crest ridge Pathway pathway Focus beacon Insight foundation Beacon Value
Owner & Executives
R
RANDALL LEE MILLER
Owner, Partner
- CRD
- #1394637
- Ownership
- 75% or more
(454) 883-8258
prime.focus@peakcapital.com
in linkedin.com/in/atlas-crest
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Total AUM
Discretionary
Non-Discretionary
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $11,488,299 | -- |
| Total | $11,488,299 | -- |
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Separately Managed Accounts
Total SMA Asset: $11,488,299
Equity - Exchange:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $1,182,779,047 | 100.0% |
| Total | $1,182,779,047 | 100.0% |