Adviser Profile

As of Date 08/11/2026
Registration SEC, Approved, 03/30/2026
Other registrations (8)
Former registrations

ADVANCED PLANNING ADVISORS GROUP INC.

ADV Location NAPERVILLE, IL, United States
Contact Info 630 xxxxxxx
Websites
AUM* 120,429,005
of that, discretionary 120,429,005
Number of Employees 2
of those in investment advisory functions 2
Private Fund GAV* 0
Avg Account Size 188,760
% High Net Worth 14.54%
SMA’s No
Private Funds 0

Adviser Type

- Large advisory firm

Client Types

- Individuals (other than high net worth individuals)
- High net worth individuals

Advisory Activities

- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers

Compensation Arrangments

- A percentage of assets under your management

Reported AUM

120M 103M 86M 69M 52M 34M 17M
2026
Discretionary
Non-discretionary

Private Funds

No private funds

Employees