Planning Center, Inc.
The Planning Center, Inc. is a fee-only financial planning and investment advisory firm headquartered in Chicago, Illinois, with additional offices in several other states. Founded over 25 years ago, it specializes in guiding individuals and families through all stages of life with comprehensive financial planning, tax, estate, and investment management services. The firm is employee-owned and operates independently, serving clients nationwide through a team of credentialed advisors. The Planning Center focuses on providing personalized, objective advice to help clients manage life transitions and make informed financial decisions. Employee count is estimated to be under 50.
Investment Strategy
The Planning Center uses a personalized, client-centered investment approach, tailoring strategies to each client's unique financial goals, time horizon, and risk tolerance. The firm follows a fee-only model to avoid conflicts of interest. Investment management is integrated with comprehensive financial planning, including asset allocation, cash flow planning, tax efficiency, and risk management. The philosophy emphasizes long-term growth, diversification, minimizing costs, and fostering client education and emotional security during financial decision-making.
Top Holdings
Equity Positions (74)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
D DUSB | DIMENSIONAL ETF TRUST | 16.44% | $148.7M | 2,929,200 | $50.70 | $50.75 | +$6.5M |
D DFSD | DIMENSIONAL ETF TRUST | 12.35% | $111.7M | 2,325,952 | $47.07 | $48.01 | +$4.0M |
D DFAX | DIMENSIONAL ETF TRUST | 9.26% | $83.7M | 2,850,542 | $21.65 | $29.37 | +$7.3M |
D DFAC | DIMENSIONAL ETF TRUST | 8.30% | $75.1M | 2,094,750 | $24.30 | $35.84 | +$8.3M |
D DFGX | DIMENSIONAL ETF TRUST | 7.47% | $67.6M | 1,266,696 | $52.40 | $53.36 | +$3.0M |