ADVICE & PLANNING SERVICES LLC
SEC RegisteredInvest with Confidence
About the firm
Advice & Planning Services is a financial planning and investment advisory firm led by Ryan Naugle, CFP®, who brings 25 years of experience in comprehensive financial planning and investment advice. The firm helps clients accomplish their financial goals and brings clarity to retirement planning.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Comprehensive financial planning and investment advice, including retirement planning and wealth building
Who they serve
Individuals seeking financial planning and retirement planning guidance
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 275 | $73M |
| High Net Worth Individuals | 44 | $114M |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
0 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
| Asset tier | Annual rate |
|---|---|
| $100,000 - $250,000 | 1.05% |
| $250,001 - $500,000 | 0.95% |
| $500,001 - $1,000,000 | 0.85% |
| $1,000,001 - $2,000,000 | 0.75% |
| $2,000,001 and Up | 0.65% |
Data as of March 2, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ADVICE & PLANNING SERVICES LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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