Advanced Practice Planning, LLC

Overview

Advanced Practice Planning, LLC is an independent registered investment adviser organized as an LLC and owned by an individual. The firm focuses on serving individual and family clients, offering financial planning, discretionary portfolio management for individuals and small businesses, and educational seminars or workshops. It charges fees based on a percentage of assets under management and also uses hourly and fixed-fee arrangements. The adviser does not present itself as a capital allocator, is not an active ESG investor, and is not positioned as a pension consultant or related adviser. It is not registered as a multi-state adviser and is not categorized as a newly formed adviser; the year of SEC registration is not provided.

Assets & Accounts

Investments & Alternatives