ADVICE & PLANNING SERVICES LLC

ADVICE & PLANNING SERVICES LLC of YOUNGWOOD, PA is an SEC-registered investment adviser (CRD 283626). Regulatory assets under management: $187.1M.

Registration

• CRD: 283626
• SEC file number: 801-120211
• Type: Registered investment adviser
• 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)

More on this firm

• Form ADV Part 2 brochure
• Similar advisers
• Related entities and filings
• This page as markdown (for LLM agents)
• CRD 283626 on SEC IAPD (source of record)
• Search all SEC investment advisers on Adviser Search