$187.1M Total AUM
$171.1M Disc. AUM
17.5% 3Y CAGR
1 Employees
319 ADV. Clients
10 yrs Firm Age
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- Custodian
- Altruist ยท Charles Schwab & Company
- Clients
- Retail
- Platforms
- --
- Established Date
- 05-20-2016
- Office Locations
- 1
Office Locations
10 North 4TH Street Suite 100 Youngwood PA
About Advice & Planning Services LLC
Advice & Planning Services LLC is a Youngwood, PA RIA led by CFP(R) Ryan Naugle, bringing 20 years of experience in comprehensive financial planning and investment advice. The firm serves retail investors with goal-based planning (including retirement) alongside portfolio construction and ongoing asset management, primarily using ETFs with complementary fixed income and cash. Custody includes Charles Schwab and Altruist.
Team overview
-- AVG AGE
$187.1M AVG AUM / ADVISOR
$586.6K AVG AUM / CLIENT
9.5 yrs AVG TENURE
1 Employees
1 Advisory Reps
1 RIA Reps
10yrs Firm Age
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Asset Classes
Bridge ridge Summit fusion
Custodian
Alpha Ember Matrix focus Delta Summit
Investment Themes
Optima Glacier Zenith
Investment Vehicles
Matrix beacon Timber
Services
Bridge alpha Pathway Optima harbor Ember value Alpha vertex Summit oak Bridge Quantum
Owner & Executives
R
RYAN DOUGLAS NAUGLE
Chief Compliance Officer, Investment Advisor
- CRD
- #4392246
- Ownership
- 75% or more
(441) 764-6906
matrix.meridian@zenithcapital.com
in linkedin.com/in/frontier-momentum
Showing 1 of 1 owners & executives
Unlock allContacts
C
Christina Marie Bryner
--
- CRD
- #6821803
(452) 841-2994
quantum.fusion@catalystcapital.com
in linkedin.com/in/glacier-atlas
Showing 1 of 2 contacts
Unlock allAssets Under Management
Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $171,059,750 | $242,294 |
| Non-Discretionary | $16,060,737 | $472,375 |
| Total | $187,120,487 | $252,866 |
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Separately Managed Accounts
Total SMA Asset: $187,120,487
Equity - Exchange:
9.4% Corporate - Investment Grade:
18.3% Cash:
25.4% Municipal Bonds:
19.7% U.S. Government/Agency:
27.2% | Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | $588,860,101 | 9.4% |
| Corporate - Investment Grade | $1,146,397,856 | 18.3% |
| Cash | $1,591,175,166 | 25.4% |
| Municipal Bonds | $1,234,100,424 | 19.7% |
| U.S. Government/Agency | $1,703,935,611 | 27.2% |
| Total | $6,264,469,158 | 100.0% |