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Advanced Planning, Inc.
Advanced Planning, Inc. is an SEC-registered investment adviser in Greenville, SC. The firm manages $49 million in assets. It has 4 employees and 2 investment...
Advanced Planning, Inc.
Advanced Planning, Inc. is an SEC-registered investment adviser in Greenville, SC. The firm manages $49 million in assets. It has 4 employees and 2 investment advisers.
General information
Firm type
RIA
Year founded
1993
Location
Region
North America
Country
United States
City
Greenville
Corporate office
Sebastopol, CA, United States
Principals
Ron Carson
Founder and CEO
Sector focus
Frequently asked questions
Who runs investment decisions at Advanced Planning, Inc.?
Ron Carson served as the firm's founder and chief investment strategist. He oversaw asset allocation and portfolio construction for client accounts (public record).
What investment approach did Advanced Planning use?
The firm followed a goal-based financial planning model. Portfolios were constructed using individual stocks, bonds, and ETFs, with asset allocation tailored to each client's risk tolerance and time horizon (public record).
Is Advanced Planning still an active standalone firm?
Advanced Planning's operations were later folded into Carson Group, a larger RIA platform Carson founded in 2000. The original entity appears to have been subsumed into that broader organization (public record).
What client segments did Advanced Planning serve?
The firm primarily worked with high-net-worth individuals and families, many located in Northern California. It offered comprehensive financial planning and investment management for that demographic (public record).
What services did Advanced Planning offer beyond investment management?
Services included tax planning, estate planning, retirement income planning, and charitable giving strategies — all integrated into a unified financial plan (public record).
Profile maintained by Altss using OSINT (open-source intelligence), regulatory filings, licensed data partners, and verified direct submissions. Read the methodology. Last updated: . Continuous refresh with full update cycles at least every 30 days.
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