Advice and Planning Services
New York, NY·SEC-registered · CRD #20472
Advice and Planning Services is an SEC-registered investment advisory firm in New York, NY managing $38B across 73k client accounts, with 1.0k advisory staff.
Regulatory snapshot
Verify on SEC.govRegulatory AUM
$38B
Client accounts
73k
Advisory staff
1.0k
Fee model
Fee-only
How Advice and Planning Services is paid
Compensation arrangements disclosed on Form ADV. A fee-only firm earns fees only from clients — no product commissions.
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Common questions about Advice and Planning Services
How much does Advice and Planning Services manage?
Per its most recent SEC Form ADV filing (04/21/2026), Advice and Planning Services reports $38B in regulatory assets under management across roughly 73k client accounts.
How does Advice and Planning Services charge?
Advice and Planning Services is a fee-only firm. Its disclosed compensation arrangements are: % of assets. Exact fee schedules appear in the firm's Form ADV Part 2 brochure — confirm current fees directly with the firm.
Is Advice and Planning Services a fiduciary?
Yes. Advice and Planning Services is registered with the U.S. Securities and Exchange Commission (CRD #20472), and SEC-registered investment advisers owe a fiduciary duty to act in their clients' best interest. You can verify its registration and any disclosures on the SEC's public record.
Is Advice and Planning Services taking new clients like me?
Availability and account minimums vary and aren't in the public filing. The fastest way to find out is the free 2-minute match — it checks Advice and Planning Services and comparable advisors against your goals and assets, and only surfaces firms open to your situation.
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Profile compiled from Advice and Planning Services's public SEC Form ADV filing (CRD #20472, filed 04/21/2026). AdvisoryReviews is an independent comparison and matching service and is not affiliated with, endorsed by, or a partner of Advice and Planning Services. Listing does not imply any relationship. Figures are as reported to the SEC and may have changed; verify current details at adviserinfo.sec.gov. Are you with Advice and Planning Services? Claim this profile.