Superior Planning Wealth Management & Family Office
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$344,770,805
This total excludes 7 entity clients. Entities are clients such as corporations, partnerships, or trusts.
Clients
509
15% high-net worth
Advisors
1
of 12 employees
Firm type
Supported
1-3 advisors or $200M+ in AUM
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
509
Very HighAverage account size
$677,349
About
Superior Planning Wealth Management & Family Office provides investment management and financial planning services to individuals, high‑net‑worth clients, trusts, estates, corporations, and charitable organizations. The firm offers ongoing portfolio management and standalone financial planning across areas such as tax mitigation, estate and succession planning, and goal‑based wealth modeling.
The firm’s investment approach emphasizes customized strategic asset allocation implemented through a mix of in‑house advice, third‑party model portfolios and sub‑advisors, and platform solutions (including AMS/Raymond James, Orion/Brinker, and Charles Schwab programs). Portfolios are constructed from mutual funds, ETFs, equities, fixed income, closed‑end funds and, when appropriate, private funds or sub‑advisors such as Carmel Capital Partners, with monitoring and periodic rebalancing tied to client objectives.
Several advisory staff have related industry roles that are atypical for peers: some are registered representatives of a broker‑dealer and licensed insurance agents who may receive commissions for product sales, the firm has affiliations with other registered investment advisers, and it discloses paying referral/promoter fees in accordance with applicable rules. These arrangements — along with access to custodial platforms that provide educational events and other services — are disclosed in the brochure as potential conflicts of interest and are mitigated through disclosure and firm policies.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Wealth management
Tax strategies for small businesses
College savings (529s, UTMA, etc.)
Occupation focus
Founder/Business Owner
Retired
Fee options
Negotiable up to 2.00% annually maximum
Advisors registered with affiliated broker-dealer receive commissions on certain securities and insurance products; commissions are not assigned to the firm except for Carmel Capital Partners, LLC advisory fees.
Hourly fees may apply for Financial Planning Services for a Fee, costs are negotiable and depend on scope and complexity.
Main office location
Superior Planning Wealth Management & Family Office
10085 Carroll Canyon Road, Suite 150
San Diego CA 92131, United States
Number of offices
1
Most active in
Superior Planning Wealth Management & Family Office has reported serving >5 clients in these states in the last 12 months.
Arizona · California · Colorado · Oregon · Texas · Washington
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Is not active or affiliated with:
-
Bank
They're affiliated with a bank that may offer its own financial products and services.
-
Trust company
They provide trust and estate administration services, typically for separate fees.
-
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.
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