The Planning Project Llc
- Regulatory AUM
- $551M
- Discretionary
- $551M
- Clients
- 209
- Avg AUM / client
- $2.6M
- Accounts
- 949
- Employees
- 12
AUM over time
Reported AUM from Form ADV filings, plotted by filing date · as of Jul 31, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 50 | $31.7M | 5.75% |
| High net worth individuals | 159 | $520M | 94.2% |
People (10)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Paul Michael Rahn | Manager, Cco | CFP | Jun 2018 (8y) | 75% or more |
| Christopher Daniel Melber | Member | CFP | Nov 2021 (5y) | Less than 5% |
| Robert Michael Bard | Member | CFP | Jan 2022 (5y) | 10% – 25% |
| Brady Allen Cox | Registered representative | CFP | Dec 2023 (3y) | |
| Casey Alan Mack | Registered representative | CFP | Jul 2024 (2y) | |
| Thomas W. Dunaway | Registered representative | CFP | Jul 2025 (1y) | |
| Mckenna Alexandra Dehn | Registered representative | Feb 2026 (1y) | ||
| Steven Ross Resnick | Registered representative | May 2026 (0y) | ||
| Jill Denise Chandler | Registered representative | Jun 2026 (0y) | ||
| David E. Melchor | Registered representative | Jul 2026 (0y) |
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) | 07/10/2026 | 953 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
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
Custody
Reported custodians
- Charles Schwab & Co. $551M (100% of AUM) Jul 2026
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: Jul 31, 2026.
View current Form ADV (SEC/IAPD) ↗