The Planning Center, Inc.
- Regulatory AUM
- $1.4B
- Discretionary
- $1.3B
- Clients
- 912
- Avg AUM / client
- $1.5M
- Accounts
- 3,032
- Employees
- 28
AUM over time
Annual snapshots from Form ADV filings · as of Mar 17, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 570 | $332M | 24.2% |
| High net worth individuals | 325 | $984M | 71.7% |
| Pension and profit sharing plans | 10 | $46.4M | 3.38% |
| Corporations and other businesses | 7 | $9.5M | 0.69% |
People (12)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Eric Hamilton Kies | Ceo, President, Chief Compliance Officer, Shareholder | CFP | Dec 2004 (22y) | 10% – 25% |
| Matthew Allen Sivertsen | Vice President, Shareholder | CFP | Jun 2008 (18y) | 10% – 25% |
| Andrew Charles Sivertsen | Secretary, Shareholder | CFP | Nov 2010 (16y) | 10% – 25% |
| Joseph Jeffry Sessions | Shareholder | CFP | Jan 2014 (13y) | 10% – 25% |
| Matthew Thomas Knoll | Shareholder | CFP | Jul 2014 (12y) | 5% – 10% |
| Michael Anthony Branham | Shareholder | CFP | Aug 2015 (11y) | 10% – 25% |
| Michelle Louise Maton | Treasurer, Shareholder | CFP | Sep 2015 (11y) | 10% – 25% |
| Hank Jude Boudreaux | Shareholder | CFP | Sep 2017 (9y) | 10% – 25% |
| Baner, Robert, Martin | Shareholder | Jan 2021 (6y) | 5% – 10% | |
| Mercer, Matthew, Joseph | Operations Manager, Shareholder | Jan 2022 (5y) | 5% – 10% | |
| Tessmer, Amy, Elizabeth | Chief Financial Officer, Shareholder | Jan 2022 (5y) | Less than 5% | |
| Caraline Maureen Stenslik | Registered representative | CFP | Dec 2025 (1y) |
Undisclosed: 0% – 15% of the firm is not attributable from the filed Schedule A bands.
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 03/17/2026 | 1010 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
- • Other fees
- • PERCENTAGE OF NET WORTH AND INCOME
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Portfolio management for businesses/institutional clients
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Charles Schwab & Co. $633M (46% of AUM) Mar 2026
- Axos Clearing $633M (46% of AUM) Mar 2026
- E*TRADE (Morgan Stanley) $468M (55% of AUM) Dec 2021
- Trust Company Of America $385M (54% of AUM) Nov 2019
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Mar 17, 2026.
View current Form ADV (SEC/IAPD) ↗