Est. Revenue
$3.5M
@ 1% on AUM
Est. EBITDA
$1.0M
@ 30% margin
Est. Deal Value
$8.4M
@ 8× EBITDA
Identity
Registrations & legal identity
Legal name
SUPERIOR PLANNING, LLC
DBA names
Superior Planning Wealth Management & Family Office
Economics
AUM trajectory
'25'26
$192.1M → $349.6M▲ +82%
Client mix
| Individuals Other | 431 |
| Individuals High Net Worth | 78 |
| Pension Profit Sharing Plans | 6 |
| Corporations | 1 |
Operations
Advisory staff (per ADV)
8
Advisory staff (5-yr trend)
'25'26
7 advisors → 8 advisors▲ +14%
Primary office
SAN DIEGO CA
Custodian & Brokerage
Primary custodian
Charles Schwablow confidence
Services offered
Financial planningPortfolio mgmt — individualsSelection of other advisers
Fee basis
% of AUMHourly chargesOther Compensation
Filings
Latest ADV filing
04/06/2026
Additional signalsExpand ▾
Ownership & succession ★
Who controls the firm + pre-computed succession flags
Top Owner Name
BAUERS, JOSEPH, SCOTT
Control Persons
BAUERS, JOSEPH, SCOTT
GATES, JAMES, CHRISTIAN
Succession Risk Solo Owner
No
Is Parent Owned Subsidiary
No
Availability / M&A ★
Already-acquired = skip; deal comps
Web presence ★
Stale website = winding down
Rdap Domain
SUPERIORPLANNING.COM
Rdap Domain Creation Date
1998-08-13T04:00:00Z
Rdap Registrar
GoDaddy.com, LLC
Retirement-plan book (Form 5500) ★
401(k)/plan business — cross-sell value
Compliance & brand
Firm Registration Status
active
All other collected signals (14)
Everything else we've pulled for this record, not yet curated into a section.
Bc Firm Active IA Count
13
Custodian Candidates
Full| Charles Schwab | 10 |
| Raymond James | 6 |
| E*trade | 4 |
| Fidelity | 2 |
Rdap Domain Expiration Date
2026-08-12T04:00:00Z
Rdap Domain Last Changed
2025-07-16T20:57:08Z
Rdap Nameservers
Ns51.domaincontrol.comNs52.domaincontrol.com
Rdap Secure Dns Enabled
No
Rdap Status
Client Delete ProhibitedClient Renew ProhibitedClient Transfer ProhibitedClient Update Prohibited
Trust Company Affiliate
No
BAUERS, JOSEPH, SCOTT
IAR · Direct Owner · 37.5%
GATES, JAMES, CHRISTIAN
IAR · Direct Owner · 37.5%
Leighton, Matthew, Philip
IAR · Direct Owner · 17.5%
Ferrari, Susan, Jean
IAR · Executive Officer · 2.5%
PELOS, CONSTANTINE, ANDREW
Executive Officer · 2.5%
