Caleb Pepperday
Advanced Practice Planning, LLC · Missoula, Montana
Caleb Pepperday is a fee-only financial advisor at Advanced Practice Planning, LLC in Missoula, Montana, who holds the CFP and ChFC credentials.
- $6M
- Firm assets managed
- $111,000
- Firm's average account
- 2018
- First securities exam
What Caleb focuses on
Who Caleb works with
- Physicians
- High earners
- Pre-retirees
How does Caleb's firm compare?
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Advanced Practice Planning, LLC's average account is about $111,000, from its Form ADV (assets managed divided by 58 accounts).
Questions about Caleb
Is Caleb Pepperday a fee-only financial advisor?
Yes. Caleb Pepperday is listed in the XY Planning Network directory (XYPN members are fee-only). SEC records as of October 27, 2026 show no broker registration and no commission compensation reported by Caleb's firm.
How does Caleb Pepperday charge for financial advice?
Caleb Pepperday charges an ongoing planning fee.
How much does Caleb Pepperday charge?
According to Advanced Practice Planning, LLC's website, checked October 28, 2026: typically works with clients with $250,000 or more.
Where is Caleb Pepperday based?
Caleb Pepperday is based in Missoula, Montana.
What does Caleb Pepperday specialize in?
Caleb Pepperday's specialties include physicians & residents, retirement planning and tax planning. Caleb works with physicians, high earners and pre-retirees.
What credentials does Caleb Pepperday hold?
Caleb Pepperday holds the CFP and ChFC credentials.
Is Caleb Pepperday registered with the SEC?
Yes. Caleb Pepperday is registered as an investment adviser representative in MT and PA (CRD 6997697), per SEC Investment Adviser Public Disclosure data as of October 27, 2026.
How much does Advanced Practice Planning, LLC manage?
Advanced Practice Planning, LLC reports $6.4M across 58 accounts in assets under management.
How do I contact Caleb Pepperday?
Through Caleb Pepperday's website, advancedpracticeplanning.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
The full record
| Firm | Advanced Practice Planning, LLC |
|---|---|
| Based in | Missoula, Montana |
| Fee model | Ongoing planning fee |
| Fees (firm's website) | Typically works with clients with $250,000 or more |
| Accepting new clients | Yes |
| Assets under management | $6.4M across 58 accounts |
| Credentials | CFP · ChFC |
| SEC registration | Investment adviser representative in MT, PA · CRD 6997697 |
| Exams passed | Series 66 (2018) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | advancedpracticeplanning.com |
| Profile |
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Other fee-only advisors in Missoula
Where this information comes from
- XY Planning Network directory listing : XYPN members are fee-only
- Advanced Practice Planning, LLC website : specialties, clients served, and fees, checked October 28, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 27, 2026
- Directory listing last checked April 21, 2026.
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