# The Planners

The Planners is a RIA based in Fort Collins.

## Overview

- **Organization type:** RIA
- **Headquarters:** Fort Collins
- **Assets under management:** Undisclosed
- **Website:** https://theplannersinc.com
- **LinkedIn:** https://www.linkedin.com/company/the-planners-inc

## Regulatory record

- **CRD number:** 326556
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/326556

## About

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.

## People

- Maria Shanley — Client Relationship Manager
- Erik Sartin — CEO & Financial Planner

## Related profiles

- [REGISTA FINANCIAL STRATEGIES](https://altss.com/profile/regista-financial-strategies-llc)
- [NXSTEP Investment Advisors](https://altss.com/profile/nxstep-investment-advisors-lp)

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Last updated: 2026-08-11T15:08:18.003Z

Canonical page: https://altss.com/profile/the-planners-inc

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