| Name | Title | Ownership | Since |
|---|---|---|---|
| Brady Allen Cox | Member | Under 5% | 2025 |
| Casey Alan Mack | Member | Under 5% | 2025 |
| Christopher Daniel Melber | Member | 5-10% | 2022 |
The Planning Project LLC reports $409.5 million in regulatory assets under management on its Form ADV.
The Planning Project LLC reports 8 employees.
The Planning Project LLC is based in The Woodlands, TX and has been SEC-registered since 2021.
The Planning Project LLC is not required to publicly disclose fund returns. Form ADV filings include assets, ownership, and service providers, shown above.
| Address | 4526 Research Forest Dr., Suite 240, The Woodlands, TX 77381 |
| Phone | 281-940-4859 |
| Office hours | By Appointment Only |
| SEC region | Fort Worth Regional Office (FWRO) |
| Discloses disciplinary history | No |
| Discretionary | $409.5M |
| Non-discretionary | $0 |
| Total (RAUM) | $409.5M |