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ADVANCED PLANNING, INC.
CRD 158753
1520 E. NORTH STREET, GREENVILLE, SC, 29607-1360, United States
Phone
864-242-1914
Fax
864-233-7797
Registration
— (—)
Source
State registered
Total AUM
$48.8M
Discretionary AUM
$44.5M
Team
4 total employees; 2 advisory reps
Clients
51-100
Fees
Percentage of AUM; Hourly charges; Fixed fees; Commissions
Org form
Corporation
Filing date
2026-03-11
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 141 | $26.5M |
| High net worth individuals | 23 | $22.3M |
All web addresses on file
Official SEC filing: View on IAPD