Overview
Assets Under Management: $170 million
Headquarters: YOUNGWOOD, PA
High-Net-Worth Clients: 101
Average Client Assets: $1 million
Frequently Asked Questions
ADVICE & PLANNING SERVICES LLC is a fee-based investment advisor. Detailed fee schedules are available in their SEC Form ADV filing.
Yes. As an SEC-registered investment advisor (CRD #283626), ADVICE & PLANNING SERVICES LLC is subject to fiduciary duty under federal law.
ADVICE & PLANNING SERVICES LLC is headquartered in YOUNGWOOD, PA.
ADVICE & PLANNING SERVICES LLC serves 101 high-net-worth clients according to their SEC filing dated February 03, 2025. View client details ↓
According to their SEC Form ADV, ADVICE & PLANNING SERVICES LLC offers financial planning and portfolio management for individuals. View all service details ↓
ADVICE & PLANNING SERVICES LLC manages $170 million in client assets according to their SEC filing dated February 03, 2025.
According to their SEC Form ADV, ADVICE & PLANNING SERVICES LLC serves high-net-worth individuals. View client details ↓
Services Offered
Services: Financial Planning, Portfolio Management for Individuals
Clients
Number of High-Net-Worth Clients: 101
Percentage of Firm Assets Belonging to High-Net-Worth Clients: 70.51
Average High-Net-Worth Client Assets: $1 million
Total Client Accounts: 632
Discretionary Accounts: 599
Non-Discretionary Accounts: 33
Regulatory Filings
CRD Number: 283626
Last Filing Date: 2025-02-03 00:00:00
Website: https://adviceandplanning.com