Superior Planning is a family office - multi based in San Diego, United States, founded in 1982. Verified contact details, AUM data, and investment preferences on FindLPs.
Superior Planning is a multi-family office based in San Diego, California. Established in 1982, The firm provides family office, investment advisory services, and succession planning to families and the entities they control including trusts, estates, closely held businesses, qualified plans, and charitable organizations. The assets are managed by the executive team. The firm is a Registered Investment Adviser (RIA).
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LP firm data compiled from public regulatory filings (SEC Form ADV, FCA, AIFMD disclosures), company websites and press releases, LinkedIn public profiles, and verified outbound email testing. AUM figures reflect self-reported values from filings and may lag by 1–2 fiscal quarters; bands are normalized in USD. We do not publish personal residential information; firms or individuals may request removal at /contact. Methodology & sources · Updated July 2026.