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ADVANCED PLANNING ADVISORS GROUP INC.

NAPERVILLE, IL · CRD 313101 · IAPD ↗ · apadvisorsgroup.com · 630-780-1099

$120.4MRegulatory AUM
2Advisory reps
2Employees
0Clients
0Planning clients
0Private funds
3States
0Disclosures
wealthSegment
ApprovedSEC status

Filing changes

50
September 2026 — ADVANCED PLANNING ADVISORS GROUP INC. added office(s): 0 -> 1 additional locations.
Count of additional offices increased.
Office IT & facilitiesCRMRecruiting & transitions
95
April 2026 — ADVANCED PLANNING ADVISORS GROUP INC. (NAPERVILLE, IL) is newly SEC-registered with $118.0M RAUM and 2 advisory reps.
Firm appears on the SEC roster for the first time (new RIA or state-to-SEC transition).
CRMComplianceCustodianFinancial planning softwarePortfolio / reporting / TAMPMarketing & brand

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