A complete list of active advisors currently associated with Advanced Practice Planning, LLC
Warmer can help you find a great advisor at Advanced Practice Planning, LLC or one who fits your needs even better.
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.
To learn more about the advisors currently working at Advanced Practice Planning, LLC, 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.
Name |
Location |
Years of experience |
|---|---|---|
Missoula, MT
| 7
|
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