ADVISORPLANNER, LLC

ADVISORPLANNER, LLC is an SEC-registered investment adviser (CRD 282944). Regulatory assets under management: $4.0M.

Registration

• CRD: 282944
• Type: Registered investment adviser
• Phone: 727-656-2446
• Latest filing: 2026-03-20
• Regulatory AUM: $4.0M
• Discretionary AUM: $4.0M
• Clients: 1
• Accounts: 24

Business model

Compensation: % of AUM, Hourly.

Clients served: Individuals, High net worth, Other.

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 282944 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search