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THE SUM
Legal name: THE PLANNING PROJECT LLC
CRD 297658File 801-122376
APPROVED
Retail clients
Custody
Filing as of Jul 31, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$551.4M
Above cohort median (national)
Discretionary AUM
$551.4M
Clients
209
949 accounts
Employees
12
Above cohort median in TX
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- FWRO
- Registration date
- Sep 23, 2021
- Principal office
- 4526 RESEARCH FOREST DR., SUITE 240, THE WOODLANDS, TX, 77381
- Phone
- 281-940-4859
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $551.4M
- Discretionary AUM
- $551.4M
- Non-discretionary AUM
- $0
- Discretionary accounts
- 949
- Non-discretionary accounts
- 0
- Total accounts
- 949
- AUM per client
- $2.6M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| High net worth individuals | 159 | $519.7M |
| Individuals (other than high net worth individuals) | 50 | $31.7M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
Advisory activities
- Financial planning services
- 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
- 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.