Ryan Naugle
Advisor at Advice & Planning Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Advice & Planning Services LLC
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Location
Youngwood, PA 15697
Credentials
CFP®, Series 63
Industry experience
24 years
Ryan Naugle is a CFP® with 24 years of industry experience, currently serving as the sole advisor at Advice & Planning Services LLC. He has worked at Purshe Kaplan Sterling Investments since 2016 and briefly at Global Financial Private Capital, LLC in 2015-2016. He is also licensed to offer insurance products through Ash Brokerage for clients requiring life, disability, or long-term care coverage. Advice & Planning Services LLC is an independent, single-advisor firm that provides ongoing portfolio management and financial planning to individual and high-net-worth clients. The firm employs a multi-method investment approach focused primarily on ETFs and manages accounts on both discretionary and non-discretionary bases, with regular quarterly reviews.
Based on Advice & Planning Services LLC
Financial planning fees range from $1,500 to $5,000 fixed fee per plan.
$100,000 - $250,000: 1.05% $250,001 - $500,000: 0.95% $500,001 - $1,000,000: 0.85% $1,000,001 - $2,000,000: 0.75% $2,000,001 - And Up: 0.65%
Advisory personnel receive commissions for sale of investment and insurance products as an outside business activity, but commissions are not the firm’s primary source of compensation.
Account minimum: $100,000
10 North 4 Th Street, Suite 100
Youngwood, PA 15697
Pennsylvania
Purshe Kaplan Sterling Investments
2016 - Present (10 years)
Advice & Planning Services LLC
2016 - Present (10 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
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Is not active or affiliated with:
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Trust company
They provide trust and estate administration services, typically for separate fees.
Fund sponsor
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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