# ADVICE & PLANNING SERVICES LLC

ADVICE & PLANNING SERVICES LLC of YOUNGWOOD, PA is an SEC-registered investment adviser.

## Registration

- CRD: 283626
- Type: SEC-registered investment adviser
- SEC file number: 801-120211
- Location: 10 NORTH 4TH STREET, SUITE 100, YOUNGWOOD, PA, 15697
- Phone: 724-635-0427
- Latest filing: 2026-03-02
- Regulatory AUM: $187.1M
- Discretionary AUM: $171.1M
- Non-discretionary AUM: $16.1M
- Clients: 1
- Accounts: 740

## Business model

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

## Officers, owners & control persons (2)

| Name | Role | Location |
| --- | --- | --- |
| Ryan Douglas Naugle | CHIEF COMPLIANCE OFFICER | — |
| NAUGLE RYAN DOUGLAS | CHIEF COMPLIANCE OFFICER | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/283626/brochure
- Similar advisers: https://search.stillhousedata.com/firm/283626/similar
- Related entities: https://search.stillhousedata.com/firm/283626/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/283626

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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.