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Home > Retirement Planners > pennsylvania > youngwood > ADVICE & PLANNING SERVICES LLC
ADVICE & PLANNING SERVICES LLC
10 North 4th Street
Suite 100
Youngwood, Pennsylvania 15697
Tel: 724-635-0427
About ADVICE & PLANNING SERVICES LLC
ADVICE & PLANNING SERVICES LLC, formally registered with the SEC as ADVICE & PLANNING SERVICES LLC. The firm was established in 02/05/2021. They have over 1 offices throughout the country.
ADVICE & PLANNING SERVICES LLC is a Youngwood, Pennsylvania based Financial Planning firm with nearly $169,924,873 assets under management, offering retirement planning & investment advisory services to 632 clients. The firm is staffed with 1 experienced financial planners.
Firm Information
| SEC Current Status | Approved |
|---|---|
| Firm CRD# | 283626 |
| SEC# | 801-120211 |
| Assets Managed by Firm | $169,924,873 |
| No. of Clients | 632 |
| No. of Advisors | 1 |
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Advisory Services Provided
- Financial planning services
- Portfolio management for individuals and/or small businesses
Firm Client Information
| No. of Clients | AUM | |
|---|---|---|
| Firm Total | 632 | $169,924,873 |
| Individuals (other than high net worth individuals) | 252 | $50,111,242 |
| High net worth individuals | 101 | $119,813,631 |
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