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- Custodian
- Altruist · Charles Schwab & Company · Truist Bank
- Clients
- Retail
- Platforms
- Available in AdvizorPro
- Established Date
- 07-24-2023
- Office Locations
- 1
Office Locations
About Advanced Practice Planning, LLC
Advanced Practice Planning, LLC is a fee-only RIA focused on financial planning and wealth management for medical professionals—especially Physician Assistants. The firm works with mid-career PAs seeking clearer saving, investing, retirement, and tax decisions, including planning for sabbaticals and career transitions. A differentiator for partners: a PA-centric advisory model with no commissions, informed by the founder’s close family ties to clinical roles.
Reported data analysis
What the numbers show
Of the latest reported AUM, 100.0% is discretionary and 0.0% is non-discretionary.
The firm reports 1 advisory representatives and 35 clients, or 35 clients per representative. That equates to $183.6K in reported AUM per client.
The profile lists 1 reported office location and 3 years in operation. The source data was last updated on April 8, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Client Personas
- Custodian
- Investment Themes
- Investment Vehicles
- Services
- Technology
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Owner & Executives
Caleb Aaron Pepperday
Chief Compliance Officer, FOUNDER, Owner
- CRD
- #6997697
- Ownership
- 75% or more
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,425,744 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,425,744 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Advanced Practice Planning, LLC has reported separately managed account data across 2 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.