# Advisors Trust Planning and Investment Company

> Advisors Trust Planning and Investment Company is a state-registered investment advisory firm in Naples, FL, registered since 1998, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 27, 2026.

- CRD: 142282
- Filed as: ADVISORS TRUST PLANNING AND INVESTMENT COMPANY
- Legal name: Advisors Trust Planning & Investment Company, Inc.
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Naples, FL
- Filing period: October 2026
- Form ADV filing dated: March 27, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/142282
- AdvisorCensus page: https://advisorcensus.com/firm/advisors-trust-planning-and-investment-company-naples-fl-142282

## Quick answers

**How is Advisors Trust Planning and Investment Company compensated?**
On its Form ADV (Item 5.E, October 2026), Advisors Trust Planning and Investment Company reports these compensation arrangements: a percentage of assets under its management; other. The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is Advisors Trust Planning and Investment Company located?**
Advisors Trust Planning and Investment Company's principal office is in Naples, FL, according to its Form ADV.

**Is Advisors Trust Planning and Investment Company registered with the SEC or a state?**
Advisors Trust Planning and Investment Company is a state-registered investment advisory firm, registered since 1998. Status as filed: APPROVED. CRD 142282.

**How much does Advisors Trust Planning and Investment Company manage?**
Advisors Trust Planning and Investment Company reports $15,614,658 in regulatory assets under management in its Form ADV filing dated March 27, 2026 (0% discretionary).

**Does Advisors Trust Planning and Investment Company report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/142282

## From the Form ADV filing

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

### Regulatory assets under management (Item 5.F)
- Total: $15,614,658
- Discretionary: $0
- Non-discretionary: $15,614,658

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $15,614,658 |

### Advisory services (Item 5.G)
- Financial planning services
- Pension consulting services

### Firm details
- Registered since: 1998 (27 years)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: FL, NC
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

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

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Advisors Trust Planning and Investment Company (CRD 142282): Form ADV filing data as of October 2026.