ADVANCED PLANNING, INC.

Overview

Advanced Planning, Inc. is an independent registered investment adviser operating as a corporation that serves individual and family clients. The firm provides financial planning and portfolio management for individuals and small businesses and also maintains business lines as a registered representative of a broker-dealer and as an insurance broker. Its fee structure is a mix of percentage-of-AUM, hourly charges, fixed fees and commissions, which aligns with a hybrid advisory and product-distribution model. Investment activity emphasizes public funds and mutual funds as the primary vehicle for client portfolios. The adviser does not position itself as an active ESG investor, does not function as a multi-state adviser, and does not list pension consulting or related-adviser services. Owner control is individual-led, which translates into a relatively compact firm structure focused on direct client relationships and tailored planning engagements.

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Location & Offices