# Advice And Planning Services

Advice And Planning Services is a Bank / Wealth / Trust based in New York, United States.

## Overview

- **Organization type:** Bank / Wealth / Trust
- **Headquarters:** New York, United States
- **Region:** North America
- **Address:** Frisco, TX, United States
- **Founded:** 2004
- **Assets under management:** Undisclosed

## Regulatory record

- **CRD number:** 20472
- **SEC file number:** 801-63550
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/20472

## About

Advice And Planning Services is an SEC-registered investment adviser in New York, NY, registered since 2004. The firm manages $37.9 billion in regulatory assets. It has 1293 employees and 1020 investment advisers.

## Questions

### Does Advice And Planning Services have a public website or digital footprint?

No public website or LinkedIn presence has been found. Trust companies that serve clients exclusively through attorney and CPA referral networks often maintain a low digital profile, as their business development depends on professional relationships rather than direct consumer marketing.

### Who runs investment decisions at Advice And Planning Services?

The firm's leadership is not publicly listed. In a trust-company structure, investment decisions are often governed by a trust investment committee with input from the trustee and external advisors, but no named investment lead has been disclosed for Advice And Planning Services.

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Last updated: 2026-08-10T19:36:47.593Z

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