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PLAN AHEAD ADVISORS
PLAN AHEAD ADVISORS, INC.
CRD 168685
2101 VISTA PARKWAY, SUITE 132, WEST PALM BEACH, FL, 33411, United States
Phone
561-686-2252
Fax
561-689-4902
Registration
— (—)
Source
State registered
Total AUM
$7.1M
Discretionary AUM
$7.1M
Team
1 total employees; 1 advisory reps
Clients
0
Fees
Percentage of AUM; Fixed fees
Org form
Corporation
Filing date
2025-08-28
Disciplinary history
No
Services
Financial planningPortfolio management (individuals)Selection of other advisers
Client types
| Type | Clients | AUM |
|---|---|---|
| Individuals | 2 | $365K |
| High net worth individuals | 3 | $6.7M |
Official SEC filing: View on IAPD