Firm
Advanced Practice Planning, LLC
Missoula, Montana
Fee-only
Advanced Practice Planning, LLC at a glance
- One of 36 fee-only firms based in Montana in the Wellspent graph.
- 1 advisor is listed here, who holds the CFP.
- Its Form ADV reports 1 employee and 30 individual clients, 4 of them high net worth.
- Its average account is about $111,000 (assets it manages divided by its 58 accounts).
- Its website says it's taking new clients.
Facts
| Based in | Missoula, Montana |
|---|---|
| Website | advancedpracticeplanning.com |
| [email protected] | |
| Phone | (776) 808-3771 |
Advanced Practice Planning, LLC fees
Advanced Practice Planning, LLC doesn't publish its prices on its website, or we couldn't confirm them word for word. Its website says it charges by: ongoing planning fee. Ask for its Form ADV Part 2A, which must describe its fees.
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $6 million |
| Individual clients | 26 |
| High-net-worth clients | 4 |
| Accounts managed | 58 |
| Employees | 1 |
| Planning clients | 26-50 |
| Financial planning | Offered |
| Form ADV filed | April 8, 2026 |
| SEC record | CRD 327349 |