Advanced Planning Advisors Group Inc.

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Client assets under management

$120,429,005

Clients

227

15% high-net-worth

Advisors

of 2 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

Clients per advisor

114

Very High

Average account size

$530,524

About

Advanced Planning Advisors Group Inc. provides investment advisory services primarily to individual clients — including high‑net‑worth individuals — as well as trusts and estates, managing about $120 million for roughly 227 clients. Services center on asset management delivered through a co‑advisor arrangement with Gradient Investments, LLC, and financial planning is provided to advisory clients at no additional charge.

The firm assists clients in selecting and monitoring model portfolios offered by the third‑party manager, helping determine appropriate models based on objectives and risk tolerance while retaining discretion over model selection but not individual security selection. Accounts are custodied and reported by the third‑party manager’s custodian, and client portfolios are reviewed at least quarterly with updates as client circumstances or market conditions warrant.

Noteworthy differences from many peers include the firm’s principals also operating as licensed insurance agents and earning commissions for insurance products — an outside business activity that the brochure discloses and which the firm says is managed through disclosures and internal procedures. The firm also shares in co‑advisor fees and participates in incentive arrangements with its third‑party manager, including fee‑sharing and non‑monetary benefits, which the brochure identifies as potential conflicts of interest and describes as mitigated through disclosures and fiduciary policies.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management

Fee options

Percentage

$0+: 1.65% $0+: 1.50% $0+: 1.00%

Commissions

Insurance commissions received by investment advisor representatives from insurance product sales.

Main office location

Advanced Planning Advisors Group Inc.

400 East Diehl Road, Suite 240

Naperville IL 60563, United States

Number of offices

Most active in

Arizona

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 630-780-1099

Advisors at this firm

Christopher D

Series 63, Series 66

Naperville, IL

Advanced Planning Advisors Group Inc.

Christopher Daniels is a financial advisor at Advanced Planning Advisors Group Inc. with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Nuveen Securities, LLC and LPL Financial LLC. Daniels is also the managing member and owner of Daniels Asset Capital LLC, a non-investment related business. Advanced Planning Advisors Group Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, and estates through a co-advisor arrangement and financial planning at no additional cost. The firm refers assets to an SEC-registered third-party manager that handles portfolio management and custodial services, while assisting clients with model selection and tailoring strategies based on comprehensive financial planning.

Wealth management

Patrick K

Series 65

Naperville, IL

Advanced Planning Advisors Group Inc.

Patrick Kirvan is a financial advisor with Advanced Planning Advisors Group Inc. in Naperville, IL, holding a Series 65 designation and 13 years of industry experience. He previously worked at Gradient Advisors, LLC, and has been with Advanced Planning Advisors Group in various capacities since 2017. Kirvan is also involved in fixed insurance sales as part of his business activities. Advanced Planning Advisors Group Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, and estates through a co-advisor model and financial planning at no extra cost. The firm refers assets to an SEC-registered third-party manager for portfolio management and custodian services, focusing on model selection aligned with clients’ risk tolerance and reviewing accounts quarterly.

Wealth management

See all

View complete list of advisors at this firm

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