Advanced Planning Advisors Group Inc.

Overview

Advanced Planning Advisors Group Inc. is an independent, individually owned registered investment adviser that serves individual and family clients. The firm operates on a percentage-of-AUM fee model and provides financial planning, portfolio management for individuals and small businesses, and manager selection services. It also operates as an insurance broker and describes itself as a capital allocator, meaning it sources and allocates to third-party managers rather than relying solely on proprietary funds. The firm is not an active ESG investor, does not identify as a multistate adviser, and is not positioned as a pension consultant or related adviser. Its SEC registration is listed in 2026.

Assets & Accounts

Public Holdings

Investments & Alternatives