Advice & Planning Services

Retirement Planning Firm in Delmont, PA

Firm Info
Address: Youngwood, PA 15697, USA
Phone: 724-635-0427

Firm Size
Assets Under Management: $128.5 million
# of Advisors: 2
# of Clients: 465
Client to Advisor Ratio: 233:1
Average Account Size: $276,383
# of Offices: 2

Services Offered
  • Financial Planning
  • Portfolio Management for Individuals & Small Businesses

Types of Clients
  • Individuals (Not High Net Worth)
  • Individuals High Net Worth

    *>=750k in Investable Assets or >=1.5m of Estimated Total Net Worth

Available Fee Structures
  • Percentage of Assets Under Management (AUM)
  • Hourly
  • Fixed Fees (Other than subscription)

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Advice & Planning Services LLC Overview

ADVICE & PLANNING SERVICES LLC is a fee-based, registered investment advisory firm located in Youngwood, PA. The firm has been established since 2021 and has quickly gained recognition for its comprehensive financial planning and portfolio management services. As a broker-dealer representative and insurance broker/agent, the firm is licensed to provide investment advice and offer a range of investment products. At ADVICE & PLANNING SERVICES LLC, the team of professionals is dedicated to providing customized financial advice and strategies to meet the unique needs of each individual and small business client. Their financial planning services cover a wide range of wealth management solutions, including retirement planning, estate planning, tax planning, and risk management. The firm's portfolio management services are designed to help individuals and small businesses achieve their financial objectives while staying within their risk tolerance. Whether clients are looking for financial planning advice or investment management strategies, ADVICE & PLANNING SERVICES LLC is committed to helping them achieve their financial goals. The firm's fee-based model ensures that they only charge for the services provided, allowing clients to have complete transparency in their working relationship with the firm. For those seeking a trusted partner in navigating complex financial matters, ADVICE & PLANNING SERVICES LLC is a firm that should be considered.

ADVICE & PLANNING SERVICES LLC is a financial advisory firm that serves a variety of clients, ranging from individuals to high net worth individuals. They provide expert financial advice and personalized planning strategies to help their clients achieve their financial goals. The firm caters to clients of all financial backgrounds and offers solutions that are tailored to their specific needs. They strive to develop long-term relationships with their clients, helping them build wealth and achieve financial independence. ADVICE & PLANNING SERVICES LLC believes that everyone deserves access to quality financial advice, regardless of their wealth status. ADVICE & PLANNING SERVICES LLC offers a range of fee structures to suit various client needs. Depending on the service provided, clients may opt for a percentage of assets under management (AUM) fee, an hourly fee, or a fixed fee. The percentage of AUM fee is calculated as a percentage of the total value of the assets being managed. This fee structure is typically used for investment management services. Hourly fees are charged for consulting services, financial planning, and other non-investment-related services, and are based on the amount of time spent on the project. Fixed fees are typically used for projects with a defined scope of work and are agreed upon upfront. With their flexible fee structures, ADVICE & PLANNING SERVICES LLC ensures that their clients receive the services they need at a price that is fair and transparent.

Typical Clients, Fee Structures & Investment Minimum

Unfortunately, the Part 2 Brochure for ADVICE & PLANNING SERVICES LLC does not mention an investment minimum. Therefore, it is unclear what their requirements are for initial investments. It is recommended that potential clients contact the firm directly to inquire about investment minimums and any other relevant information about their services.

How This Office Can Help Delmont, PA Residents

Advice & Planning Services is a financial advisory firm that offers a comprehensive suite of services to assist clients in Delmont, PA. The firm provides personalized financial planning and wealth management solutions to help clients achieve their financial goals. The team at Advice & Planning Services takes the time to understand each client's unique financial situation and works closely with them to develop customized strategies. Clients in Delmont, PA may be facing a range of financial challenges, such as planning for retirement, saving for college, managing debt, or maximizing their investment returns. Advice & Planning Services can assist clients in addressing these challenges by creating a personalized financial plan that takes into account their unique goals, risk tolerance, and time horizons. The firm also offers investment management services, tax planning, estate planning, and insurance solutions to help clients protect and grow their wealth. With the guidance and support of Advice & Planning Services, clients in Delmont, PA can feel confident in their financial future and work towards achieving their long-term financial objectives.

To view the Minimum Investment and Fee Schedule for Advice & Planning Services LLC, visit their Part 2 Brochure.

Services Offered by Advice & Planning Services LLC

Core Advisor Services
Financial Planning

Financial planning services encompass the process of devising strategies for your future financial well-being, including preparing for events such as retirement, funding your child's college education, or planning for the transfer of assets.

Portfolio Management for Individuals & Small Businesses

Portfolio management entails the careful selection and strategic management of investment combinations tailored to meet the needs of individuals and small businesses.

Market Timing Services

Market timing services involve the endeavor to generate short-term profits from investments by capitalizing on opportunities to buy at low prices and sell at high prices.

Other Services
Selection of Other Advisors

The firm provides support in selecting and engaging other advisors who possess specialized expertise to complement your financial needs.

Publication of Periodicals or Newsletters

The firm engages in the dissemination of diverse financial educational materials through the publication of periodicals.

Educational Seminars & Workshops

The firm organizes and conducts seminars or workshops aimed at enlightening investors on various financial concepts.

Fee Structures

Financial advisory fees usually are based on the services provided. Fee types charged by Advice & Planning Services LLC most likely consist of the following fee types: asset-based, hourly or fixed. Wrap fee programs, or the practice of bundling services for a single fee, are not offered by the firm.

Percentage of Assets Under Management (AUM)
Fixed Fees (Other than subscription)
Subscription (Newsletter or Periodical)
Performance-based Fees

Types of Clients

*The Securities & Exchange Commission defines someone as “high net worth” if they have $750,000 or more in investable assets or $1.5M of estimated total net worth.

This Office Location

Firm location Youngwood, PA 15697, USA
Phone 724-635-0427
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Other Office Locations

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State Registrations

Advice & Planning Services LLC is registered to service clients in the following states:

  • Pennsylvania

Disciplinary History

Advice & Planning Services LLC does not have any disclosures. Please visit it's Form ADV for more details.

Updated on March 31, 2023