RIA Intel›Advisers›South Carolina›ADVANCED PLANNING, INC.

ADVANCED PLANNING, INC.

Advisory

GREENVILLE, SC

Data as of Mar 11, 2026 · Source: SEC Form ADV

Rank in SC

#184

of 188 advisers by AUM

Average account

$128K

across 380 accounts

AUM per adviser

$24M

2 advisers

Source: SEC Form ADV. Figures as filed Mar 11, 2026.

Total AUM

$49M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

4

Assets Under Management

Total AUM$49M

Discretionary AUM$44M

Non-Discretionary AUM$4M

Discretionary %91.2%

Total Clients164

Team

Total Employees4

Investment Advisers2

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

Fiscal Year EndDecember

Operates InNC, SC

Succession Risk

The underlying score, the five pillar breakdown, and the filing events behind it.

See plansIncluded with the Intelligence plan

Peer Benchmarking

The full peer set, and this firm's standing across AUM growth, efficiency, team size and 16 other metrics.

See plansIncluded with the Intelligence plan

Owners & Officers

Names, titles, ownership bands and control-person status for each.

See plansIncluded with the Intelligence plan

Client Demographics

164 clients

23 high-net-worth

The full client-type breakdown and the share of AUM each category represents.

See plansIncluded with the Intelligence plan

Advisers of similar size in SC

Closest by assets under management. All figures from Form ADV.

ENCOMPASS FINANCIAL INC.

$49M

M CAPITAL WEALTH MANAGEMENT, LLC

$50M

MORGAN INVESTMENTS INC

$50M

BEERS FINANCIAL LLC

$50M

GORDON FINANCIAL, LLC

$50M

TWENTY FIFTY CAPITAL, LLC

MT PLEASANT, SC

$47M

Get the full picture on ADVANCED PLANNING, INC.

A free account gives you full profiles across 57,000+ ADV filers, state-level reports, and a watchlist to track ADVANCED PLANNING, INC. and its peers. Owners, succession scoring and peer benchmarking are on the Intelligence plan.

Create a free account →See plans