Advanced Planning Advisors Group Inc.

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Client assets under management

$117,750,094

Clients

217

12% high-net worth

Advisors

of 2 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

109

Very High

Average account size

$542,627

About

Advanced Planning Advisors Group Inc. serves individuals, high‑net‑worth clients, and trusts and estates, managing roughly $118 million for about 217 clients through a two‑advisor team. The firm provides asset management via a co‑advisor relationship with a third‑party portfolio manager and includes financial planning and consulting for advisory clients at no additional charge.

APAG’s investment process centers on selecting and maintaining model portfolios offered by the third‑party manager, with the firm advising on model selection and exercising discretion over model changes while not selecting individual securities. Financial planning analyses typically cover cash flow, tax, retirement and estate planning, and client accounts are reviewed at least quarterly or more frequently when circumstances warrant.

Noteworthy for a firm of its size, APAG receives co‑advisor and referral fee shares and participates in a long‑term incentive arrangement with its third‑party manager, arrangements the firm discloses and says it mitigates through procedures and its fiduciary obligations. The firm’s owner also operates as a licensed insurance agent and devotes a portion of time to selling insurance products for separate commission compensation, a relationship disclosed to clients with the option to obtain similar products elsewhere.

Client services

Financial planning Portfolio management Selection of other advisers

Expertise

Wealth management

Fee options

Percentage

$0+: 1.50% annually total (1.00% APAG + 0.50% GI) for Strategic, Tactical, Allocation & Defined Outcome Portfolios $0+: 1.00% annually total (0.60% APAG + 0.40% GI) for Preservation Portfolios $0+: 1.50% annually total (1.00% APAG + 0.50% GI) for Private Wealth Portfolios $0+: $300 flat annual fee for Client Directed Accounts (no APAG fee, $300 to GI)

Commissions

Insurance commissions received separately by Investment Advisor Representative

Main office location

Advanced Planning Advisors Group Inc.

400 East Diehl Road, Suite 240

Naperville IL 60563, United States

Number of offices

Most active in

Arizona · Florida · Illinois

Disclosures

Business activities & affiliations

Is active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Is not active or affiliated with:

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

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.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 630-780-1099

Advisors at this firm

Christopher D

Series 63, Series 66

Naperville, IL

Advanced Planning Advisors Group Inc.

Christopher Daniels is a financial advisor at Advanced Planning Advisors Group Inc. with 19 years of industry experience. He holds Series 63 and Series 66 designations and has previously worked at Nuveen Securities, LLC and LPL Financial LLC. Daniels is also the managing member and owner of Daniels Asset Capital LLC, a non-investment related business. Advanced Planning Advisors Group Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, and estates through a co-advisor arrangement and financial planning at no additional cost. The firm refers assets to an SEC-registered third-party manager that handles portfolio management and custodial services, while assisting clients with model selection and tailoring strategies based on comprehensive financial planning.

Wealth management

Patrick K

Series 65

Naperville, IL

Advanced Planning Advisors Group Inc.

Patrick Kirvan is a financial advisor with Advanced Planning Advisors Group Inc. in Naperville, IL, holding a Series 65 designation and 13 years of industry experience. He previously worked at Gradient Advisors, LLC, and has been with Advanced Planning Advisors Group in various capacities since 2017. Kirvan is also involved in fixed insurance sales as part of his business activities. Advanced Planning Advisors Group Inc. provides investment advisory services to individuals, high-net-worth clients, trusts, and estates through a co-advisor model and financial planning at no extra cost. The firm refers assets to an SEC-registered third-party manager for portfolio management and custodian services, focusing on model selection aligned with clients’ risk tolerance and reviewing accounts quarterly.

Wealth management

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