# Advanced Planning Advisors Group INC.: new SEC registration, $120M AUM, Naperville, IL

**Score:** 45/100

| Field | Value |
|---|---|
| Firm | Advanced Planning Advisors Group INC. |
| Legal name | Advanced Planning Advisors Group INC. |
| CRD | 313101 |
| Status | Approved |
| Registered with the SEC | 2026-03-30 |
| Latest Form ADV filing | 2026-08-11 |
| Location | Naperville, IL, United States |
| Regulatory AUM | $120,429,005 |
| Accounts | 638 |
| Employees | 2 |
| Website | https://www.apadvisorsgroup.com |

## Why this score
- $120M under management.
- Website on file.

Source: SEC monthly roster of registered investment advisers (Form ADV data) (https://adviserinfo.sec.gov/firm/summary/313101). Last refreshed: 2026-10-28T20:49:58.746Z.
From the SEC's public monthly roster of registered investment advisers (Form ADV data). Firm level only: we leave out firms whose name is a person's name and never list individual representatives. Registration is not an endorsement by the SEC.