# ADVANCED PLANNING, INC.

ADVANCED PLANNING, INC. of GREENVILLE, SC is an SEC-registered investment adviser.

## Registration

- CRD: 158753
- Type: SEC-registered investment adviser
- Location: 1520 E. NORTH STREET, GREENVILLE, SC, 29607-1360
- Phone: 864-242-1914
- Latest filing: 2026-03-11
- Regulatory AUM: $48.8M
- Discretionary AUM: $44.5M
- Non-discretionary AUM: $4.3M
- Clients: 4
- Accounts: 380

## Business model

- Compensation: % of AUM, Hourly, Fixed, Commissions
- Clients served: Individuals, High net worth

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/158753/brochure
- Similar advisers: https://search.stillhousedata.com/firm/158753/similar
- Related entities: https://search.stillhousedata.com/firm/158753/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/158753

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.