# Advanced Planning Advisors Group Inc.

> Advanced Planning Advisors Group Inc. is an SEC-registered investment advisory firm in Naperville, IL, registered since 2026, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated August 11, 2026.

- CRD: 313101
- Filed as: ADVANCED PLANNING ADVISORS GROUP INC.
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Naperville, IL
- Filing period: October 2026
- Form ADV filing dated: August 11, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/313101
- AdvisorCensus page: https://advisorcensus.com/firm/advanced-planning-advisors-group-inc-naperville-il-313101

## Quick answers

**How is Advanced Planning Advisors Group Inc. compensated?**
On its Form ADV (Item 5.E, October 2026), Advanced Planning Advisors Group Inc. reports these compensation arrangements: a percentage of assets under its management.

**Where is Advanced Planning Advisors Group Inc. located?**
Advanced Planning Advisors Group Inc.'s principal office is in Naperville, IL, according to its Form ADV; the September 2026 filing also lists 1 other office (Schedule D, Section 1.F).

**Is Advanced Planning Advisors Group Inc. registered with the SEC or a state?**
Advanced Planning Advisors Group Inc. is an SEC-registered investment advisory firm, registered since 2026. Status as filed: Approved. CRD 313101.

**How much does Advanced Planning Advisors Group Inc. manage?**
Advanced Planning Advisors Group Inc. reports $120,429,005 in regulatory assets under management in its Form ADV filing dated August 11, 2026 (100% discretionary).

**What types of clients does Advanced Planning Advisors Group Inc. serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (194); high net worth individuals (33).

**Which custodians does Advanced Planning Advisors Group Inc. use?**
Advanced Planning Advisors Group Inc.'s most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Charles Schwab & Co., Inc. as a custodian holding 10% or more of its separately managed account assets.

**Does Advanced Planning Advisors Group Inc. report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's SEC record: https://adviserinfo.sec.gov/firm/summary/313101

**Does Advanced Planning Advisors Group Inc. state an account minimum?**
Its Form ADV Part 2A brochure dated April 9, 2026 says: "APAG does not require a minimum to open an account."

**What changed in Advanced Planning Advisors Group Inc.'s recent Form ADV filings?**
In the September 2026 filing data: Added an office in Peru, IL.

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management

### Fees and minimums (Form ADV Part 2A brochure dated April 9, 2026)

- Account minimum: None

> APAG does not require a minimum to open an account.

As stated in the firm's brochure. Fees can differ by service and may be negotiable.

### Custodians (Schedule D, Section 5.K(3))
- Charles Schwab & Co., Inc.

Custodians holding 10% or more of the firm's separately managed account assets, as filed on Form ADV (Schedule D, Section 5.K(3)). A custodian holds client assets; it does not endorse or supervise the firm. AdvisorCensus has no relationship with any custodian.

### Regulatory assets under management (Item 5.F)
- Total: $120,429,005
- Discretionary: $120,429,005
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 194 | $64,030,363 |
| High net worth individuals | 33 | $56,398,642 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)

### Firm details
- Registered since: 2026 (0 years)
- Employees: 2 total, 2 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ, FL, IL
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Other offices (Schedule D, Section 1.F), as of the September 2026 filing
- Peru, IL

### Websites listed on Form ADV (Item 1.I)
- apadvisorsgroup.com

## Changes in the filing (last 12 months)

### September 2026
- Added an office in Peru, IL.

### April 2026
- Newly registered with the SEC.

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advanced Planning Advisors Group Inc. (CRD 313101): Form ADV filing data as of October 2026.