Advice & Planning Services LLC

Advice & Planning Services LLC (CRD# 283626) is a financial advisory firm headquartered in Youngwood, PA. They manage $54,057,034 in 244 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    54
    MILLION
  • Total Number of Accounts
    244
    ACCOUNTS
  • Average Account Value
    $221,545
Compensation Options
  • A percentage of assets under your management
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

PA

Financial Advisors at Advice & Planning Services LLC
Showing 1 - 2 of 2 top financial advisors.
1
Christina M. Bryner
CRD#: 6821803
322 Armbrust Road, Suite 101, Youngwood, PA 15697
87
Wealthminder
score

Christina Bryner (CRD# 6821803) is an Investment Advisor Representative working at Advice & Planning Services LLC in Youngwood, PA and has 1 year of experience in the finance industry.

2
Ryan D. Naugle
CRD#: 4392246
322 Armbrust Road, Suite 101, Youngwood, PA 15697
86
Wealthminder
score

Ryan Naugle (CRD# 4392246) is an Investment Advisor Representative working at Advice & Planning Services LLC in Youngwood, PA and has over 16 years of experience in the finance industry. Ryan Naugle has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

Ready to hire a financial advisor? Get competitive proposals from multiple advisors.