Premier Southwest Planning Group, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Total assets under management
$92,345,925
Total clients
353
12% high-net worth
Total advisors
3
of 6 employees
Firm size
Supported
1-3 advisors or $200M+ in AUM
Average clients per advisor
118
Average account size
$261,603
About
Premier Southwest Planning Group, LLC provides fee‑based financial planning and discretionary portfolio management to individual clients (including high‑net‑worth households) and to retirement plan sponsors and plans. The firm’s brochure lists services that include discretionary asset management, comprehensive and modular financial planning, ERISA 3(21) plan advisory work, and coordination with third‑party money managers.
Portfolios and plans are developed around each client’s stated objectives, time horizon and risk tolerance, using fundamental, technical and cyclical analysis, asset allocation, and periodic monitoring. The firm regularly employs third‑party money managers for portions of client assets, delivers written financial plans and specialized analyses (for example, an Asset‑Cycle Portfolio System, Social Security maximization, pension maximization and income stress tests), and conducts at least quarterly account reviews.
Compared with many peers, PSPG routinely holds free educational seminars and workshops for the public and maintains affiliated insurance businesses (Premier Southwest Benefits Group, Inc. and Premier Southwest Insurance, LLC), with insurance activities representing a material portion of firm personnel time. The brochure discloses that the firm may receive commissions from insurance sales and a portion of TPM fees; it describes conflict‑mitigation measures such as disclosures, fiduciary duties, and a written rollover/fiduciary acknowledgment for retirement account advice.
Client services
Expertise
Occupation focus
Demographic focus
Fee options
Between $75 and $4,000
$0 - $10,000,000: 0.75% annually $10,000,000 - $20,000,000: 0.25% annually $20,000,000+: Negotiable
Up to $350 per hour
Main office location
Premier Southwest Planning Group, LLC
Scottsdale AZ, United States
Number of offices
1
Most active in
Arizona · California · Illinois · Texas
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Is not active or affiliated with:
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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