# ADVICE & PLANNING SERVICES LLC

ADVICE & PLANNING SERVICES LLC is a RIA based in Youngwood, United States.

## Overview

- **Organization type:** RIA
- **Headquarters:** Youngwood, United States
- **Region:** North America
- **Address:** Unknown, United States
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 283626
- **SEC file number:** 801-120211
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/283626

## About

ADVICE & PLANNING SERVICES LLC is an SEC-registered investment adviser in YOUNGWOOD, PA, registered since 2021. The firm manages $187 million in assets, $171 million on a discretionary basis. It has 1 employee and 1 investment adviser.

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- [SOMA Equity Partners](https://altss.com/profile/soma-equity-partners-lp)
- [ValueQuest Capital Management](https://altss.com/profile/valuequest-capital-management-limited)

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Last updated: 2026-07-06T01:24:10.893Z

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