← Directory
THE PLANNING CENTER, INC.
CRD 118994File 801-61051
APPROVED
Retail clients
Custody
Filing as of Mar 17, 2026
Feed vintage Oct 1, 2026
Regulatory AUM
$1.37B
Above cohort median (national)
Discretionary AUM
$1.35B
Non-discretionary $24.5M
Clients
912
3,032 accounts
Employees
28
Above cohort median in IL
Identity & registration
ADV Item 1- Organization form
- Corporation
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Apr 12, 2002
- Principal office
- 1615 5TH AVENUE, MOLINE, IL, 61265
- Phone
- 309-797-4030
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $1.37B
- Discretionary AUM
- $1.35B
- Non-discretionary AUM
- $24.5M
- Discretionary accounts
- 2,940
- Non-discretionary accounts
- 92
- Total accounts
- 3,032
- AUM per client
- $1.5M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 7 | $9.5M |
| High net worth individuals | 325 | $983.9M |
| Pension and profit sharing plans | 10 | $46.4M |
| Individuals (other than high net worth individuals) | 570 | $332.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — PERCENTAGE OF NET WORTH AND INCOME
- A percentage of assets under your management
Advisory activities
- Other advisory activities
- Financial planning services
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- Yes
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- Yes
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To | Change |
|---|---|---|---|---|
| Apr 1, 2026 | Employees | 26 | 28 | increased by2 |
| Apr 1, 2026 | Clients | 923 | 912 | decreased by11 |
| Apr 1, 2026 | AUM | $1,186,883,573 | $1,371,859,808 | increased by$184,976,235 |
| Apr 1, 2026 | Accounts | 3,335 | 3,032 | decreased by303 |
| May 1, 2025 vs Oct 1, 2022 | Employees | 28 | 26 | decreased by2 |
| May 1, 2025 vs Oct 1, 2022 | Clients | 927 | 923 | decreased by4 |
| May 1, 2025 vs Oct 1, 2022 | AUM | $995,661,437 | $1,186,883,573 | increased by$191,222,136 |
| May 1, 2025 vs Oct 1, 2022 | Accounts | 3,150 | 3,335 | increased by185 |
| Apr 1, 2022 | Employees | 26 | 28 | increased by2 |
| Apr 1, 2022 | Clients | 939 | 927 | decreased by12 |
| Apr 1, 2022 | AUM | $842,952,491 | $995,661,437 | increased by$152,708,946 |
| Apr 1, 2022 | Accounts | 2,871 | 3,150 | increased by279 |
| Apr 1, 2021 | Registration | — | APPROVED |
On Form 5500, an adviser usually appears as a plan service provider (Schedule C), not the plan sponsor.
See plans that list “PLANNING CENTER” as a service provider on 5500mcp →Matched by name only — Form ADV and Form 5500 share no identifier, and names are searched loosely (“PLANNING CENTER” may also match similarly-named firms). Confirm identity against each filing.
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.