# PLAN AHEAD ADVISORS

PLAN AHEAD ADVISORS of WEST PALM BEACH, FL is an SEC-registered investment adviser.

## Registration

- CRD: 168685
- Type: SEC-registered investment adviser
- Location: 2101 VISTA PARKWAY, WEST PALM BEACH, FL, 33411
- Phone: 561-686-2252
- Latest filing: 2025-08-28
- Regulatory AUM: $7.1M
- Discretionary AUM: $7.1M
- Clients: 1
- Accounts: 11

## Business model

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

## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/168685/brochure
- Similar advisers: https://search.stillhousedata.com/firm/168685/similar
- Related entities: https://search.stillhousedata.com/firm/168685/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/168685

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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.