SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE

Legal name: SUPERIOR PLANNING, LLC

CRD 130711File 801-131301

APPROVED

Retail clients

Custody

Filing as of Jun 2, 2026

Feed vintage Aug 17, 2026

Regulatory AUM

$349.6M

Below cohort median (national)

Discretionary AUM

$349.6M

Clients

516

1,059 accounts

Employees

Below cohort median in CA

Identity & registration

ADV Item 1

Organization form: Limited Liability Company
Firm type: Registered
SEC region: LARO
Registration date: Oct 17, 2024
Principal office: 10085 CARROLL CANYON ROAD, SUITE 150, SAN DIEGO, CA, 92131
Phone: 858-546-1046
Website: https://superiorplanning.com

Assets & accounts

ADV Item 5F

Total regulatory AUM: $349.6M
Discretionary AUM: $349.6M
Non-discretionary AUM: $0
Discretionary accounts: 1,059
Non-discretionary accounts: 0
Total accounts: 1,059
AUM per client: $677K

Clients by type

ADV Item 5D

Client type	Clients	AUM
Other	1	$425K
High net worth individuals	78	$215.7M
Pension and profit sharing plans	6	$4.4M
Individuals (other than high net worth individuals)	431	$129.1M

Compensation & activities

ADV Items 5E, 5G

Compensation

Other
Hourly charges
Other (described) — FINANCIAL PLANNING 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: 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 11

This 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.