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ADVICE & PLANNING SERVICES LLC

YOUNGWOOD, PA · CRD 283626 · IAPD ↗ · adviceandplanning.com · 724-635-0427

$187.1MRegulatory AUM
1Advisory reps
1Employees
0Clients
11-25Planning clients
0Private funds
1States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

60
March 2025 — ADVICE & PLANNING SERVICES LLC reported RAUM up 27% ($133.9M -> $169.9M).
Regulatory AUM up >=25% since last filing.
Portfolio / reporting / TAMPCRMFinancial planning software

Data: SEC Form ADV monthly roster (public). Confirm on IAPD before acting.