Tech stack
No one at Premier Estate Planners, LLC has shared their stack yet. Work here? Add the tools you use. Custodians marked “per Form ADV” are from the firm's SEC filing (those holding 10%+ of its separately managed accounts, as of the date shown), so newer custodians may be missing.
Custodial Platform
Axos Clearing
Per Form ADV · $91M held · filed Jan 2024
Schwab
Per Form ADV · $75M held · filed Jan 2024