Advanced Practice Planning, LLC
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Advanced Practice Planning, LLC is a fee-only registered investment adviser that serves individuals and high‑net‑worth clients with wealth management and financial planning. The firm provides discretionary portfolio management, project‑based and ongoing planning, and a range of planning topics including retirement, estate, tax, business, and real estate planning, along with cash‑management services.
APP’s investment approach is grounded in Modern Portfolio Theory and emphasizes asset allocation, combining passive and active mutual funds and ETFs while evaluating manager track records, underlying holdings, liquidity, and tax efficiency. The adviser typically manages accounts on a discretionary basis, may subscribe client accounts to model portfolios available through a custodial marketplace, and coordinates with outside attorneys, accountants, and other specialists as needed.
Compared with many independent solo advisers, the firm’s brochure discloses two less common practices: it conducts educational seminars and speaking engagements and uses client testimonials in its marketing and outreach. Founded in 2023 as a single‑advisor practice, APP manages roughly $6.4 million for about 30 clients and operates through institutional custodial platforms that provide model marketplace access and institutional tools.
Client services
Expertise
Occupation focus
Fee options
Fixed fees for Project-Based Financial Planning range from $499 to $9,999; Educational Seminars fees range from $499 to $9,999 per seminar; Cash Management account setup fee $50 to $150 (one-time).
$0 - $100,000: 1.50% $100,001 - $500,000: 1.25% $500,001 - $1,000,000: 1.00% $1,000,001 - $3,000,000: 0.90% $3,000,001+: 0.75%
$250 per hour for Project-Based Financial Planning
Fee-only: Wealth management and financial planning fees are fee-only; compensation only from clients (no commissions).
Main office
Missoula MT
Advisors at this office
1
Most active in
Montana · Pennsylvania
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
Quick links
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