# Advice & Planning Services LLC

> Advice & Planning Services LLC is an SEC-registered investment advisory firm in Youngwood, PA, registered since 2021, reporting $100 million to $500 million in regulatory assets under management in its Form ADV filing dated March 2, 2026.

- CRD: 283626
- Filed as: ADVICE & PLANNING SERVICES LLC
- Registration: SEC-registered investment adviser (status as filed: Approved)
- Location: Youngwood, PA
- Filing period: October 2026
- Form ADV filing dated: March 2, 2026
- SEC record (IAPD): https://adviserinfo.sec.gov/firm/summary/283626
- AdvisorCensus page: https://advisorcensus.com/firm/advice-and-planning-services-llc-youngwood-pa-283626

## Quick answers

**How is Advice & Planning Services LLC compensated?**
On its Form ADV (Item 5.E, October 2026), Advice & Planning Services LLC reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Advice & Planning Services LLC located?**
Advice & Planning Services LLC's principal office is in Youngwood, PA, according to its Form ADV.

**Is Advice & Planning Services LLC registered with the SEC or a state?**
Advice & Planning Services LLC is an SEC-registered investment advisory firm, registered since 2021. Status as filed: Approved. CRD 283626.

**How much does Advice & Planning Services LLC manage?**
Advice & Planning Services LLC reports $187,120,487 in regulatory assets under management in its Form ADV filing dated March 2, 2026 (91% discretionary).

**How have Advice & Planning Services LLC's assets and staff changed since 2021?**
In the Form ADV data for Advice & Planning Services LLC: Regulatory assets under management: $108,642,494 in the October 2021 data and $187,120,487 in the October 2026 data, up 72%. Total employees: 2 in October 2021 and 1 in October 2026. Assets under management move with markets as well as with clients coming and going.

**What types of clients does Advice & Planning Services LLC serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (275); high net worth individuals (44).

**Which custodians does Advice & Planning Services LLC use?**
Advice & Planning Services LLC's most recent Form ADV filing (Schedule D, Section 5.K(3)) lists Altruist Financial LLC and Charles Schwab as custodians holding 10% or more of its separately managed account assets.

**Does Advice & Planning Services LLC 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/283626

**What changed in Advice & Planning Services LLC's recent Form ADV filings?**
In the April 2026 filing data: Regulatory assets under management went from $169,924,873 to $187,120,487 (+10%).

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Custodians (Schedule D, Section 5.K(3))
- Altruist Financial LLC
- Charles Schwab

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: $187,120,487
- Discretionary: $171,059,750
- Non-discretionary: $16,060,737

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 275 | $73,272,484 |
| High net worth individuals | 44 | $113,848,003 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses

### Firm details
- Registered since: 2021 (5 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: PA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- [adviceandplanning.com](https://adviceandplanning.com)

## Assets and staff over time

| Data period | Regulatory assets under management | Employees | Filing dated |
| --- | --- | --- | --- |
| October 2021 | $108,642,494 | 2 | February 17, 2021 |
| October 2022 | $128,518,116 | 2 | January 4, 2022 |
| October 2023 | $113,664,723 | 2 | February 1, 2023 |
| October 2024 | $133,869,123 | 1 | January 24, 2024 |
| October 2025 | $169,924,873 | 1 | February 3, 2025 |
| October 2026 | $187,120,487 | 1 | March 2, 2026 |

Regulatory assets under management: $108,642,494 in the October 2021 data and $187,120,487 in the October 2026 data, up 72%.
Total employees: 2 in October 2021 and 1 in October 2026.

## Changes in the filing (last 12 months)

### April 2026
- Regulatory assets under management went from $169,924,873 to $187,120,487 (+10%).

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advice & Planning Services LLC (CRD 283626): Form ADV filing data as of October 2026.