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Premier Estate Planners, LLC

Premier Estate Planners, LLC. CRD 122638

Premier Estate Planners, LLC logo

CRD: 122638

Premier Estate Planners, LLC

Clinton Township, MI, 48038
5862287772
www.yourplanners.com
$226.9M Total AUM
$143.1M Disc. AUM
-0.1% 3Y CAGR
4 Employees
584 ADV. Clients
18 yrs Firm Age

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Firm Details

Custodian
Axos · Charles Schwab & Company · SEI · TD Ameritrade
Clients
Retail
Platforms
ValuePathway oak +more
Established Date
11-06-2007
Office Locations
1

Office Locations

16950 19 Mile Road Suite 4 Clinton Township MI

About Premier Estate Planners, LLC

Premier Estate Planners, LLC is a Michigan-based, planning-first advisory firm serving families and retirees through its six-step Premier Planning Process. The team integrates RFC financial planners with an EA tax specialist, estate planning attorney, and insurance professionals to coordinate wealth, legacy, and risk planning. Investment implementation uses public funds, including mutual funds and ETFs, with portfolio construction support.

Team overview

64 AVG AGE
$113.5M AVG AUM / ADVISOR
$388.6K AVG AUM / CLIENT
15.2 yrs AVG TENURE
4 Employees
2 Advisory Reps
2 RIA Reps
18yrs Firm Age

Insights

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Asset Classes

Legacy Zenith crest Matrix

Client Personas

Alpha

Custodian

Vector Fusion legacy Ember focus Legacy eagle Beacon Foundation Horizon Prime Legacy crest Fusion pathway Oak matrix North harbor

Investment Themes

Radial vital

Investment Vehicles

Peak vital

Platform

Alpha insight Insight Pathway

Services

Crest vector Harbor ember Focus Wave alpha Pathway Vertex Beacon fusion Catalyst Ridge

Technology

Matrix wave Bridge prime Vertex

Owner & Executives

DONALD P CARNAGHI

DONALD P CARNAGHI

Chief Compliance Officer, Financial Advisor, General Partner, Managing Member

CRD
#1352988
Ownership
50% but less than 75%
(700) 807-1809
timber.catalyst@pathwaycapital.com
in linkedin.com/in/vertex-ember
THOMAS ROY MAZZA

THOMAS ROY MAZZA

Managing Member, Managing Partner

CRD
#1091453
Ownership
50% but less than 75%
(326) 315-9735
element.meridian@catalystcapital.com
in linkedin.com/in/frontier-foundation

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Contacts

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Assets Under Management

Total AUM
Discretionary
Non-Discretionary
06-09-2022
08-16-2023
01-19-2024
06-10-2025
02-09-2026
Category Assets AVG. Account size
Discretionary $143,083,416 $240,073
Non-Discretionary $83,864,693 $279,549
Total $226,948,109 $253,290

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Separately Managed Accounts

Total SMA Asset: $226,948,109

$226.9M Total SMA
Public Funds:
45.0%
Equity - Exchange:
28.3%
Cash:
26.7%
Asset class Assets Assets %
Public Funds $1,305,044,011 45.0%
Equity - Exchange $820,727,678 28.3%
Cash $774,326,113 26.7%
Total $2,900,097,802 100.0%

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