DFX Intelligence

T•• S••: registered adviser on the ria / wealth management graph | DFX Data Factory

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RIA / WealthRegistered adviserindependent wealth managerSEC registeredRAUM 100m 1b

T•• S••

THE PLANNING PROJECT LLC, CRD 297658

THE WOODLANDS, TX

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Search this name across graphsid dfx:ria:13a5f940-7963-5277-9765-45ce5079f781

Data as of Jul 31, 2026 (this record's last observation) from federal regulator filings. Page built Sep 22, 2026, 4:39 PM UTC and rebuilt at most every 15 minutes.

Relationships: 16
Dated events: 5
On other graphs: 0
Observed: Aug 24, 2021 to Jul 31, 2026
18 observations

Across DFX

This entity has not been resolved onto another DFX graph by a shared identifier. A name match elsewhere would be a candidate, never an identity, and none is recorded.

Facts

fact = as filed or announced; derived = computed by DFX; estimate = a band, never a point

Firm class: independent wealth managerderivedprivate_client_share=1.0 fund_share=0.0 institutional_share=0.0 related_bd=false related_bank=false bd_reps=0.0
Regulatory AUM: $551M••• Locked
Discretionary RAUM: $551M
Private client RAUM: $551Mderived••• Locked
Private client share: 100%derivedprivate client RAUM over total RAUM
Advisors on IAPD: 10
RAUM per advisor: $55.1Mderived

Advisors on IAPD

••• Locked

Advisor	Designations	Branch	Years here	In industry	Prior firms	Dual registered
P••• M•••••• R•••	Certified Financial Planner	THE WOODLANDS, TX	4	18	3	no
C••••••••• D••••• M•••••	Certified Financial Planner	THE WOODLANDS, TX	4	14

Owners and control persons

••• Locked

Owner	Title	Ownership code	Control person	Acquired	First seen	Last seen
R•••• P•••• M••••••	MANAGER, CCO	E	yes	06/2018	Aug 24, 2021	Mar 19, 2024
B•••• R•••••• M••••••	Member	B	no	12/2022	Mar 19, 2024	Mar 19, 2024

Regulatory AUM by fiscal year

••• Locked

Fiscal year	Filed	RAUM	Discretionary	Employees	Advisory staff	Offices	Private funds	Fund GAV
2025	Feb 24, 2026

Advisor flows

••• Locked

Joined, 12m	Left, 12m	Net, 12m	Departure rate, 12m	Joined, 90d	Left, 90d	Left, no destination yet	Joined, 36m	Left, 36m
2	0	2	0.0%	1	0	0	4	1

Growth

••• Locked

Latest fiscal year	RAUM	A year earlier	1y change	Three years earlier	3y CAGR	Employees	A year earlier	Offices	A year earlier
2025	$551M	$409M	34.7%	$140M	57.8%	12	8	1	0

Relationships

Registered with (11)

← D•••• E• M••••••Advisorregistration: current employment
Jul 9, 2026 to presentfactForm ADV
← J••• D••••• C•••••••Advisorregistration: current employment
Jun 9, 2026 to presentfactForm ADV
← S••••• R••• R••••••Advisorregistration: current employment
May 22, 2026 to presentfactForm ADV
← M•••••• A•••••••• D•••

Dated events

Occurred
Feb 24, 2026
Regulatory AUM changed
T•• S•• reported RAUM $551.4M, up 35% from $409.5M (2025-09-08 to 2026-02-24)
Form ADVobserved 7 days ago
$142M
Occurred
May 12, 2025
Advisor changed firm
Sarah Elizabeth Boothe left T•• S•• for Steward Inc. (registered 2025-06-23)
Form ADVobserved 7 days ago
Occurred
Mar 4, 2025
Regulatory AUM changed
T•• S•• reported RAUM $409.5M, up 34% from $305.6M (2025-01-21 to 2025-03-04)
Form ADVobserved 7 days ago
$104M

Provenance

Graph: RIA / Wealth Management
Canonical id: dfx:ria:13a5f940-7963-5277-9765-45ce5079f781
First observed: Aug 24, 2021
Last observed: Jul 31, 2026 53 days ago
Source families: Federal regulator filings
3 registered feeds stand behind this record; each fact above carries its own dates and, where the publisher serves one, its document.
Resolution: Identity across graphs by shared identifier (CRD, CIK, EIN, ADV fund id, individual CRD) or citation; a name match is shown as a candidate and never merged.