A complete list of active advisors currently associated with Advanced Planning Advisors Group Inc.

Warmer can help you find a great advisor at Advanced Planning Advisors Group Inc. or one who fits your needs even better.

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.

To learn more about the advisors currently working at Advanced Planning Advisors Group Inc., click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.