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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail
- Platforms
- --
- Established Date
- 03-09-2016
- Office Locations
- 1
Office Locations
About Advisorplanner, LLC
Advisorplanner, LLC is a St. Petersburg-based RIA. The firm has been operating for 10 years. Managing $4.0M in total assets under management, with 1 advisory representatives. They custody assets with Charles Schwab & Company and TD Ameritrade.
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 6 clients, or 6 clients per representative. That equates to $669.7K in reported AUM per client.
The profile lists 1 reported office location and 10 years in operation. The source data was last updated on March 20, 2026. Figures reflect reported regulatory data and may not include subsequent changes.
Team overview
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Available data coverage
- Asset Classes
- Investment Themes
- Investment Vehicles
- Services
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Owner & Executives
JOHN PATRICK DONOVAN
Chief Compliance Officer, Managing Member
- CRD
- #1173153
- Ownership
- 75% or more
Showing 1 of 1 owners & executives
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No contact records available.
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No AUM history available
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $4,018,453 | -- |
| Non-Discretionary | $0 | -- |
| Total | $4,018,453 | -- |
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Separately Managed Accounts
SMA allocation detail is available
Advisorplanner, LLC has reported separately managed account data across 3 asset classes. AdvizorPro provides the associated asset values, allocation percentages, and exportable breakdown.
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