Advice & Planning Services LLC is an SEC registered investment adviser organized as a limited liability company with a primary office location in Youngwood, PA. Its latest Form ADV filing, dated March 2, 2026, reports $187M in regulatory assets under management, 1 employee, and 740 accounts.
Assets Under Management
$187M
Employees
1
Offices
--
Total Clients
319
Primary office
YOUNGWOOD, PA
10 NORTH 4TH STREET, SUITE 100, YOUNGWOOD, PA, United States
Portfolio management for individuals and small businesses
Fee models offered
3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 16, 2026
Client Coverage Demographics
Top client segmentIndividuals represent 86.2% of total clients.
Top client categories% of clientsClients
1
Individuals
86.2%
275
2
HNWI
13.8%
44
Regulatory Assets Under Management Breakdown
Total regulatory assets under management$187Mas of March 2, 2026
Discretionary91.4%
$171M
91% of total RAUM91.4%
Non-discretionary8.6%
$16M
9% of total RAUM8.6%
Regulatory assets under management are split between discretionary and non-discretionary assets.
Assets under management Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total AUM$187M
Total Accounts740
10Y AUM Change+$81M (+77.1%)
Employee Growth by Quarter
Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.
Total Employees1
Clients per Employee319:1
10Y Employee Change-1 (-50.0%)
* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.