CRD: 313101
Advanced Planning Advisors Group Inc.
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- Custodian
- Charles Schwab & Company
- Clients
- Retail
- Platforms
- Available
- Established Date
- 04-15-2021
- Office Locations
- 1
Office Locations
About Advanced Planning Advisors Group Inc.
Advanced Planning Advisors Group Inc. is a fiduciary wealth management and financial planning firm focused on retirement income strategies, Social Security maximization, tax planning, insurance, and legacy planning for individuals, families, and business owners. Portfolios emphasize ETFs and public funds and can be implemented through custodians such as Schwab or LPL. Differentiators include its proprietary Color of Money risk analysis and 24/7 “Generational Vault” client portal for accounts and key documents.
Team overview
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Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
PATRICK ROBERT KIRVAN
Chief Compliance Officer, Managing Member, President
- CRD
- #6135958
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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Christopher Daniels
--
- CRD
- #4963520
Showing 1 of 2 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $120,429,005 | $188,760 |
| Non-Discretionary | $0 | -- |
| Total | $120,429,005 | $188,760 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Other | Available | Available |
| Cash | Available | Available |
| Total | Available | Available |
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