# AdvisorPlanner

AdvisorPlanner is an Asset Manager based in null, null.

## Overview

- **Organization type:** Asset Manager
- **Headquarters:** null, null
- **Address:** null
- **Assets under management:** Undisclosed
- **Website:** advisorplanner.com
- **LinkedIn:** https://www.linkedin.com/company/johndonovan

## Regulatory record

- **CRD number:** 282944
- **Registration status:** Registered
- **Reports private funds:** No
- **IAPD record:** https://adviserinfo.sec.gov/firm/summary/282944

## About

ADVISORPLANNER, LLC is a state-registered investment adviser with $4 million in regulatory assets under management. The firm has 1 employee and 1 investment adviser. It operates with a single office.

## Questions

### Why is there so little information available about AdvisorPlanner, LLC?

Firms that manage strictly proprietary capital for a single family or a closed group of principals often have no marketing mandate and no obligation to disclose strategy, AUM, or personnel. This is especially common among older family offices that predate the current era of public-facing institutional branding. Without a commercial imperative, they leave virtually no digital footprint, which complicates external due diligence.

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Last updated: 2026-08-10T23:49:37.812Z

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