SUPERIOR PLANNING, LLC

SAN DIEGO, California·7 registered advisors·CRD# 130711
SEC# 801-1313010858-546-1046
01

Firm Overview

AUM
$105M
Regulatory assets under management
Employees
11
Total firm employees
Advisors
7
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Security ratings or pricing services
Charitable organization or education services
Compensation
Percentage of AUM
Hourly charges
Subscription fees
Other: FINANCIAL PLANNING FEES
03

Specialties

Financial PlanningInvestment Management
04

Advisors at SUPERIOR PLANNING, LLC

7 registered advisors
James Christian Gates
SAN DIEGO, California
James Francis Thomas
SAN DIEGO, California
John Wesley Sedberry
SAN DIEGO, California
Joseph Scott Bauers
SAN DIEGO, California
Matthew Philip Leighton
SAN DIEGO, California
M. Elizabeth Thomas
SAN DIEGO, California
Susan Jean Ferrari
SAN DIEGO, California
05

Office Locations

SAN DIEGO, California
7 advisors

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Data sourced from SEC Form ADV filings. SUPERIOR PLANNING, LLC (CRD# 130711) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.