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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