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- Custodian
- Axos · Charles Schwab & Company
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 02-29-2000
- Office Locations
- 5
Office Locations
About THE Planning Center, Inc.
The Planning Center is a fee-only financial planning firm serving individuals and families through major life transitions—from building wealth to retirement—via ongoing, relationship-based advice from credentialed planners. The team provides integrated planning and portfolio construction, including guidance on RSU compensation, and implements asset-allocation portfolios using ETFs and mutual funds. Primary custody includes Charles Schwab.
Team overview
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Asset Classes
Client Personas
Custodian
Fund Managers
Investment Themes
Investment Vehicles
Platform
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Technology
Owner & Executives
HANK JUDE BOUDREAUX
Financial Advisor
- CRD
- #4274831
- Ownership
- 10% but less than 25%
MICHAEL ANTHONY BRANHAM
Financial Planner
- CRD
- #3193430
- Ownership
- 10% but less than 25%
Showing 2 of 12 owners & executives
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Caraline Maureen Stenslik
Associate Financial Planner
- CRD
- #8201476
Showing 1 of 13 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,347,331,521 | $458,276 |
| Non-Discretionary | $24,528,287 | $266,612 |
| Total | $1,371,859,808 | $452,460 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
13F Holdings | Q1 2026
| Issuer | Class | CUSIP | Ticker | % | Value |
|---|---|---|---|---|---|
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
| Available | Available | Available | Available | Available | Available |
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