The Sum

Who works here

• BC
  Brady Allen Cox
• CM
  Casey Alan Mack
• DM
  David E. Melchor
• JC
  Jill Denise Chandler
• MD
  McKenna Alexandra Dehn
• PR
  Paul Michael Rahn
• RB
  Robert Michael Bard
• SR
  Steven Ross Resnick
• TD
  Thomas William Dunaway

How the firm charges

Fee types in the public filing. This advisor may not use all of them.

Services the firm offers

These describe the firm as a whole, not only this advisor.

• Financial planning
• Portfolio management

The Sum

Legal name: The Planning Project LLC

Official records

SEC data as of Nov 13, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.

Firm CRD

297658