ADVANCED PLANNING, INC.

ADVANCED PLANNING, INC. of GREENVILLE, SC is an SEC-registered investment adviser (CRD 158753). Regulatory assets under management: $48.8M.

Registration

• CRD: 158753
• Type: 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.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 158753 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search