SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE
SEC RegisteredWe Start with a Plan
About the firm
Superior Planning, LLC is an SEC Registered Investment Advisor offering full-service Wealth Management & Family Office services. The firm provides highly tailored services for clients with complex financial matters, going beyond traditional financial planning to address the needs of high-net-worth individuals and families. Their team takes a holistic approach to managing financial assets and legacy, including estate planning, tax optimization, philanthropy strategies, and generational wealth transfer.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Investment management, tax optimization, retirement planning, estate planning, business planning, and financial guidance for education professionals including CalSTRS and CalPERS resources, benefit calculations, and personal retirement plans. Also offers PlanMember 403(b) and 457(b) account enrollment.
Who they serve
High-net-worth individuals and families with complex financial matters, as well as clients at every stage of their retirement journey and education professionals (CalSTRS and CalPERS members).
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 431 | $129M |
| High Net Worth Individuals | 78 | $216M |
| Charitable Organizations | 6 | $4.4M |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
12 advisors in the directory
Regulatory & compliance
Data as of April 6, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
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This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. SUPERIOR PLANNING WEALTH MANAGEMENT & FAMILY OFFICE has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.