CRD: 327349
Advanced Practice Planning, LLC
This is a profile preview from the AdvizorPro Platform.
Request a Free TrialFirm Details
- Custodian
- Altruist · Charles Schwab & Company
- Clients
- Retail
- Platforms
- ElementCatalyst +more
- 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.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Caleb Aaron Pepperday
Chief Compliance Officer, FOUNDER, Owner
- CRD
- #6997697
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
Unlock allContacts
No contact records available.
Showing 0 of 1 contacts
Unlock allAssets Under Management
No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,425,744 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,425,744 | -- |
Want deeper insight
into 45,000+ RIAs?
What you're seeing here is just the starting point.
Separately Managed Accounts
Total SMA Asset: $6,425,744
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $4,663,445,973 | 58.7% |
| Cash | $3,281,095,719 | 41.3% |
| Total | $7,944,541,692 | 100.0% |