ADVANCED PLANNING ADVISORS GROUP INC.

Overview

Advanced Planning Advisors Group Inc. is an independent, fee-based registered investment adviser that combines financial planning, discretionary portfolio management for individuals and small businesses, and the selection of outside advisers. The firm operates as a capital allocator and also acts as an insurance broker, which suggests they weave insurance strategies into comprehensive plans alongside investment management. Its client base spans individual and family clients as well as some institutional relationships. The firm reports a clear preference for equities exposure and structures fees as a percentage of assets under management. The adviser is SEC-registered (registered in 2026 per the filing) and is owned by an individual rather than a larger corporate parent or wirehouse. It does not characterize itself as an active ESG investor and is not reported as a multi-state adviser.

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Public Holdings

Investments & Alternatives

Location & Offices