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Superior Planning, Inc.

Headquartered in SAN DIEGO, CA

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Firm Information

Superior Planning, Inc. is a registered investment advisor based in SAN DIEGO, CA. The firm provides financial planning, educational seminars, and portfolio management for individuals and businesses. They also offer selection of other advisors. Superior Planning has approximately $105,397,091 in regulatory assets under management. Their client base includes individuals (both high-net-worth and other), charitable organizations, pension and profit-sharing plans, and individuals.

Superior Planning, Inc.

10085 CARROLL CANYON ROAD

SAN DIEGO, CA 92131

$105.40M

Assets Under Management

Not reported

Total Clients

Not reported

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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educational seminars & workshops

Seminars designed to boost your financial literacy and investment knowledge.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

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other

Financial planning fees

Branch Locations (1)

SUPERIOR PLANNING, INC. has a total of 1 branch locations across the country.
location

SAN DIEGO, CA

Advisors at Superior Planning, Inc.

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Unclaimed
Susan Jean Ferrari

RA

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Zachary David Jones

CFP®, RA

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John Wesley Sedberry

RA

San Diego, CA

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Disclosures

There are no public disclosures for Superior Planning, Inc..

Frequently Asked Questions (16)

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