P
Plan Ahead Advisors
Updated today
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client assets under management
$7,072,791
Clients
5
60% 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
5
Very LowAverage account size
$1,414,558
About
Plan Ahead Advisors provides financial planning and discretionary investment management to individuals, high-net-worth clients, pension and profit-sharing plans, trusts, and estates. Services described in the brochure include tailored financial plans and ongoing portfolio management across mutual funds, ETFs, and individual debt and equity securities.
The firm says it develops individualized strategies using fundamental analysis and aligns portfolios with each client’s risk tolerance and time horizon, monitoring managed accounts at least quarterly. Plan Ahead also may direct clients to third‑party money managers and coordinates with other professionals as part of implementation.
The brochure discloses a material affiliation with an accounting firm: the firm’s principals are partners in a tax and accounting practice, an arrangement that is fully disclosed to clients and for which many clients may also be clients of the accounting firm; the document notes the principals devote the majority of their time to that accounting activity. Advisers maintain accounting and financial planning credentials (including CPA, PFS, and CFP), and the firm discloses potential separate insurance compensation and fee‑sharing when referring clients to other advisors.
Client services
Financial planning
Portfolio management
Selection of other advisers
Expertise
General retirement planning
Charitable giving & philanthropy
Wealth management
Fee options
Fixed financial planning fees generally ranging from $1,200 to $4,000
$0 - $1,500,000: 1.00% annually Above $1,500,000+: 0.85% annually
Account minimum: $500,000 (negotiable; accounts under $500,000 may have a minimum annual fee of $5,000) Minimum fee: Minimum annual fee of $5,000 may apply for accounts less than $500,000 Fee-only: Fixed fees for financial planning ($1,200 to $4,000, negotiable) and fees based on percentage of assets under management
Main office location
Plan Ahead Advisors
2101 Vista Parkway, Suite 132
West Palm Beach FL 33411, United States
Number of offices
1
Most active in
Plan Ahead Advisors 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 active or affiliated with:
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Is not active or affiliated with:
-
Insurance agent
They sell insurance products and may earn commissions on those sales.
-
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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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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