A
AdvisorPlanner, LLC
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$4,018,453
Clients
6
0% high-net worth
Advisors
1
of 1 employees
Firm type
Independent
1 advisor
Fewer clients per advisor generally means more personalized, proactive service. Higher ratios may reflect streamlined models or lower minimums.
Clients per advisor
6
Very LowAverage account size
$669,742
About
AdvisorPlanner, LLC is a fee-only, independent registered investment adviser that works primarily with individual clients and with employer‑sponsored retirement plans. The firm offers discretionary portfolio management, non‑discretionary portfolio monitoring using third‑party money managers, financial planning, and general consulting.
The firm’s investment process draws on multiple analysis techniques to construct portfolios from equities, mutual funds, ETFs and fixed‑income instruments, applying asset‑allocation frameworks with both value‑oriented and income‑focused elements and periodic tactical adjustments. Services include direct discretionary management as well as recommending and overseeing external portfolio managers, with ongoing performance review and replacement recommendations as client needs and market conditions warrant.
Compared with many peer solo advisers, a larger share of the firm’s assets are managed through third‑party, non‑discretionary manager arrangements and the firm provides ERISA‑level retirement plan advisory options (including limited‑scope advisory and discretionary 3(38) roles). The firm also relies on a select platform of outside portfolio managers and an independent account administration relationship to deliver execution, reporting and manager‑driven solutions rather than purely in‑house management.
Client services
Financial planning
Portfolio management
General consulting
Expertise
General retirement planning
Retirement income strategy
Wealth management
Fee options
$0 - $499,999: 1.85% $500,000 - $999,999: 1.40% $1,000,000 - $1,999,999: 1.20% $2,000,000 - $4,999,999: 1.00% $5,000,000+: Negotiable
Financial planning up to $500 per hour; general consulting up to $250 per hour.
Account minimum: No minimum account size required; however, there is a minimum annual fee applicable for accounts valued at $48,750 or less. Minimum fee: Minimum annual fee of $900 ($225 billed quarterly) for accounts with portfolio values of $48,750 or less, which may be waived or reduced under certain circumstances. Fee-only: Financial planning fees at negotiable hourly rates up to $500 per hour; general consulting fees up to $250 per hour.
Main office location
AdvisorPlanner, LLC
St. Petersburg FL, United States
Number of offices
1
Most active in
AdvisorPlanner, LLC has reported serving >5 clients in these states in the last 12 months.
Florida
Disclosures
Firm disclosures are reported in Form ADV Part 1A, Item 11. They include criminal charges, regulatory actions, civil proceedings, and professional disciplinary events involving the firm or its advisory affiliates.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Forms ADV
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