# ADVANCED PLANNING ADVISORS GROUP INC.

ADVANCED PLANNING ADVISORS GROUP INC. of NAPERVILLE, IL is an SEC-registered investment adviser.

## Registration

- CRD: 313101
- Type: SEC-registered investment adviser
- SEC file number: 801-135718
- Location: 400 EAST DIEHL ROAD, SUITE 240, NAPERVILLE, IL, 60563
- Phone: 630-780-1099
- Latest filing: 2026-04-09
- Regulatory AUM: $120.4M
- Discretionary AUM: $120.4M
- Clients: 2
- Accounts: 638

## Business model

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

## Officers, owners & control persons (1)

| Name | Role | Location |
| --- | --- | --- |
| [Patrick Robert Kirvan](https://search.stillhousedata.com/person/962135) | MANAGING MEMBER/CCO | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/313101/brochure
- Similar advisers: https://search.stillhousedata.com/firm/313101/similar
- Related entities: https://search.stillhousedata.com/firm/313101/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/313101

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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.