RIA Intel›Advisers›Florida›PLAN AHEAD ADVISORS, INC.

PLAN AHEAD ADVISORS, INC.

Advisory

WEST PALM BEACH, FL

Data as of Aug 28, 2025 · Source: SEC Form ADV

Rank in FL

#2,256

of 2,610 advisers by AUM

Average account

$643K

across 11 accounts

AUM per adviser

$7M

1 advisers

Source: SEC Form ADV. Figures as filed Aug 28, 2025.

Total AUM

$7M

1-Year AUM Growth

—

3-Year CAGR

—

Employees

1

Assets Under Management

Total AUM$7M

Discretionary AUM$7M

Non-Discretionary AUM$0

Discretionary %100%

Total Clients5

Team

Total Employees1

Investment Advisers1

Employee Growth (1Y)—

Registration

SEC RegisteredNo

Exempt ReportingNo

Legal StructureCorporation

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

5 clients

3 high-net-worth

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

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