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PREMIER ESTATE PLANNERS, LLC
CRD 122638File 801-68487
APPROVED
Retail clients
Filing as of Feb 9, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$226.9M
Below cohort median (national)
Discretionary AUM
$143.1M
Non-discretionary $83.9M
Clients
584
896 accounts
Employees
4
Below cohort median in MI
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Nov 6, 2007
- Principal office
- 16950 19 MILE RD, SUITE 4, CLINTON TOWNSHIP, MI, 48038
- Phone
- 586-228-7772
- Website
- HTTP://WWW.YOURPLANNERS.COM
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $226.9M
- Discretionary AUM
- $143.1M
- Non-discretionary AUM
- $83.9M
- Discretionary accounts
- 596
- Non-discretionary accounts
- 300
- Total accounts
- 896
- AUM per client
- $389K
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 55 | $101.7M |
| Individuals (other than high net worth individuals) | 529 | $125.2M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Other
- Fixed fees
- Hourly charges
- Other (described) — THIRD PARTY ADVISORY FEES
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- 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 |
|---|---|---|---|
| Aug 12, 2026 | Registration | — | APPROVED |
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.