Advanced Practice Planning, LLC
RIAState Registered
Total AUM
$6.4M
Discretionary
$6.4M
100% of AUM
Avg account
$111K
Accounts
58
Employees
1
Advisory reps
1
Firm details
- Headquarters
- ,
- CRD number
- 327349
- Custodians
- CHARLES SCHWAB & CO., INC., ALTRUIST FINANCIAL LLC
- Fee structure
- Percentage of AUM, Hourly Charges, Fixed Fees
- Client types
- Individuals63.71%
- HNWI36.29%
- Services
- Financial PlanningPortfolio Management for IndividualsEducational Seminars / Workshops
Firm profile
FINTRXOverview
Advanced Practice Planning, LLC is an independent, individual-owned RIA that advises individuals and families on financial planning and portfolio management for personal and small-business clients. The firm delivers fee-based services using a mix of percentage-of-AUM billing, hourly charges, and fixed fees, and it also runs educational seminars and workshops as part of its client-facing activities. The firm does not position itself as an ESG-focused investor and is not identified as a capital allocator.
Assets & Accounts
Investments & Alternatives
Location & Offices
Investment profile
FINTRXTraditional investments used
Alternative investments used
Active ESG investor
Technology & operations
FINTRXCRM & tech providers
TAMPs used
Clients
FINTRXClient base
Client personas
Asset composition
- Public Funds/Mutual Funds99%
- Cash & Cash Equivalents1%
Owners & executives
FINTRXContacts
FINTRXWealth teams
FINTRXNewly hired reps
FINTRXRecent M&A activity
FINTRXRecent filings
FINTRXAwards
FINTRXLocation
Primary office
, null
Location
, null
Headquartered in , null.
- Office locations
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