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The Planners
The Planners is a values-based financial planning firm. They help clients build and execute a customized financial plan that reflects who they are and what...
The Planners
The Planners is a values-based financial planning firm. They help clients build and execute a customized financial plan that reflects who they are and what they believe in. As a registered investment adviser, they are obligated to act as fiduciaries and make recommendations in clients' best interest.
General information
Firm type
RIA
Location
City
Fort Collins
Principals
Maria Shanley
Client Relationship Manager
Erik Sartin
CEO & Financial Planner
Frequently asked questions
What is The Planners?
The Planners is a ria headquartered in Fort Collins.
Where is The Planners headquartered?
The Planners is headquartered in Fort Collins.
What does Altss track for The Planners?
Altss maintains an OSINT-verified profile of The Planners covering investment focus (ESG policy, ticket size, target IRR, currency preference, regional focuses, industry focuses, technological focuses), team (service providers and advisors), deals (company deals and fund commitments), and network (associations and event participation). Detailed values are available to Altss subscribers.
What is The Planners's website?
The Planners's public website is theplannersinc.com. Verified contact details for principals and decision-makers are available to Altss subscribers.
What type of firm is The Planners?
The Planners is classified by Altss as a RIA.
How does Altss source intelligence on The Planners?
Altss combines OSINT (open-source intelligence) with regulatory filings, public disclosures, and licensed data partners. Source provenance is tracked to support compliance-ready research workflows.
When was The Planners's Altss profile last updated?
The Planners's profile on Altss was last refreshed on August 11, 2026. Continuous updates are applied as new public information is verified.
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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