CRD: 327349
Advanced Practice Planning, LLC
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- 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.
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Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Caleb Aaron Pepperday
Chief Compliance Officer, FOUNDER, Owner
- CRD
- #6997697
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $6,425,744 | -- |
| Non-Discretionary | $0 | -- |
| Total | $6,425,744 | -- |
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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% |