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Financial Planning Center

Financial Planning Center. CRD 167957

F

CRD: 167957

Financial Planning Center

Sheboygan, WI
4143809087
$11.5M Total AUM
$0 Disc. AUM
-- 3Y CAGR
1 Employees
18 ADV. Clients
12 yrs Firm Age

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Firm Details

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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Contacts

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Assets Under Management

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

$11.5M Total SMA
Equity - Exchange:
100.0%
Asset class Assets Assets %
Equity - Exchange $1,182,779,047 100.0%
Total $1,182,779,047 100.0%

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