Advanced Planning Advisors Group Inc.
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
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
Expertise
Fee options
$0+: 1.65% $0+: 1.50% $0+: 1.00%
Insurance commissions received by investment advisor representatives from insurance product sales.
Main office
400 East Diehl Road, Suite 240
Naperville IL 60563
Advisors at this office
2
Most active in
Arizona · Florida · Illinois
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
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.
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.
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.
Not sure where to start?
We'll help you think it through—whether you ultimately need an advisor or not. Warmer helps you compare advisors clearly, so you can choose with confidence.
For advisor listings, we rely on sources including public filings and data provided by advisors, and we cannot guarantee that all information is current or accurate. Advisors are independent and may not have reviewed or updated this information. Please review an advisor's Form ADV and do your own diligence before deciding whether to work with them.
Advisor matching and referrals are provided by FinanceHQ LLC ("FHQ"), a wholly-owned subsidiary of Warmer and an SEC-registered investment adviser. We may be compensated by participating advisors. You pay no fee to use our matching service, and advisor fees are not increased because of a referral. We do not supervise advisors, manage or hold assets, guarantee performance, or provide advice about specific investments.
By using our service, you agree to the Warmer Terms of Service and FHQ Advisory Agreement, and acknowledge Warmer's Privacy Policy. Please review FHQ's ADV Part 2A and Form CRS. Logos provided by Logo.dev
© 2026 Warmer Holdings Inc. ("Warmer")