Advice And Planning Services

Advice And Planning Services (CRD# 20472) is a financial advisory firm headquartered in New York, NY. They manage $16,791,740,880 in 45,960 accounts and serve the financial needs of clients across 52 states (or territories).

By the Numbers
  • Total Assets Under Management
    16,792
    MILLION
  • Total Number of Accounts
    45,960
    ACCOUNTS
  • Average Account Value
    $365,356
Compensation Options
  • A percentage of assets under your management
  • Other
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.

AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV

Financial Advisors at Advice And Planning Services
Showing 1 - 10 of 1,828 top financial advisors.
1
Michelle A. Slawny
CRD#: 2443218
8383 Greenway Boulevard, Suite 600, Offices 608, 652, Middleton, WI 53562
98
Wealthminder
score

Michelle Slawny (CRD# 2443218) is an Investment Advisor Representative working at Advice And Planning Services in Middleton, WI and has over 22 years of experience in the finance industry.

2
Andrew C. Bain
CRD#: 2971830
8500 Andrew Carnegie Blvd., Charlotte Hub, Charlotte, NC 28262
96
Wealthminder
score

Andrew Bain (CRD# 2971830) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 18 years of experience in the finance industry. Andrew Bain 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.

3
Amanda S. Barthelemy
CRD#: 5055988
1435 Win Hentschel Boulevard, Suite 105, West Lafayette, IN 47906
96
Wealthminder
score

Amanda Barthelemy (CRD# 5055988) is an Investment Advisor Representative working at Advice And Planning Services in West Lafayette, IN and has over 11 years of experience in the finance industry. Amanda Barthelemy 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.

4
Benjamin W. Bashford
CRD#: 3191737
1670 Broadway, Suite 2200, Denver Hub, Denver, CO 80202
96
Wealthminder
score

Benjamin Bashford (CRD# 3191737) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 17 years of experience in the finance industry. Benjamin Bashford 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.

5
Angela N. Bellamy
CRD#: 4980206
8500 Andrew Carnegie Blvd., Charlotte Hub, Charlotte, NC 28262
96
Wealthminder
score

Angela Bellamy (CRD# 4980206) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 11 years of experience in the finance industry. Angela Bellamy 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.

6
Jason L. Bertsch
CRD#: 2289772
97 Mt. Auburn Street, Cambridge, MA 02138
96
Wealthminder
score

Jason Bertsch (CRD# 2289772) is an Investment Advisor Representative working at Advice And Planning Services in Cambridge, MA and has over 23 years of experience in the finance industry. Jason Bertsch 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.

7
William M. Brandenburg
CRD#: 4024057
5801 Smith Avenue, Davis Building, 1st Floor - Suite 100, Baltimore, MD 21209
96
Wealthminder
score

William Brandenburg (CRD# 4024057) is an Investment Advisor Representative working at Advice And Planning Services in Baltimore, MD and has over 17 years of experience in the finance industry. William Brandenburg 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.

8
David L. Carpenter
CRD#: 2759819
1670 Broadway, Suite 3300, Flrs 6,15,16, 26, Denver Regional, Denver, CO 80202
96
Wealthminder
score

David Carpenter (CRD# 2759819) is an Investment Advisor Representative working at Advice And Planning Services in Denver, CO and has over 19 years of experience in the finance industry.

9
Dwight A. Clark
CRD#: 2640760
8500 Andrew Carnegie Blvd., Charlotte Hub, Charlotte, NC 28262
96
Wealthminder
score

Dwight Clark (CRD# 2640760) is an Investment Advisor Representative working at Advice And Planning Services in Charlotte, NC and has over 21 years of experience in the finance industry. Dwight Clark 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.

10
Amy L. Considine
CRD#: 5124642
730 Third Avenue, Nyc Regional, New York, NY 10017
96
Wealthminder
score

Amy Considine (CRD# 5124642) is an Investment Advisor Representative working at Advice And Planning Services in New York, NY and has over 10 years of experience in the finance industry.

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