ADVICE & PLANNING SERVICES LLC
SEC Form ADV profile.
Total regulatory AUM
$187,120,487
Discretionary
$171,059,750
Non-discretionary
$16,060,737
Firm details
- CRD number
- 283626
- SEC file number
- 801-120211
- Main office
- YOUNGWOOD, PA, United States
- Employees
- 1
- SEC status
- Approved
- Website
- HTTP://WWW.ADVICEANDPLANNING.COM
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of November 2026.