RIA Intel›Advisers›Florida›ADVISORPLANNER, LLC

ADVISORPLANNER, LLC

Advisory

FL

Data as of Mar 20, 2026 · Source: SEC Form ADV

Rank in FL

#2,365

of 2,610 advisers by AUM

Average account

$167K

across 24 accounts

AUM per adviser

$4M

1 advisers

Source: SEC Form ADV. Figures as filed Mar 20, 2026.

Total AUM

$4M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$4M

Discretionary AUM$4M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients6

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureLimited Liability Company

Fiscal Year EndDecember

Operates InFL

Succession Risk

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

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Peer Benchmarking

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

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Owners & Officers

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

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Client Demographics

6 clients

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

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Advisers of similar size in FL

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

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DOENCH WEALTH MANAGEMENT, LLC

$4M

CAPITAL WISE ADVISORY LLC

WESLEY CHAPEL, FL

$4M

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