Advanced Planning Group of New York
Advanced Planning Group of New York is a private, fee-based financial advisory firm founded in 2013 that delivers retirement, investment, life insurance, estate, and tax planning services to pre-retirees, retirees, and high-net-worth individuals across 38 U.S. states.
- Company typePrivate
- Founded2013
- HeadquartersJericho, United States
- Headcount1–10
- GTM typeB2C
- OfferingServices
What Advanced Planning Group of New York does
Advanced Planning Group of New York is a private, fee-based financial advisory firm founded in 2013 that delivers retirement, investment, life insurance, estate, and tax planning services to individuals across 38 U.S. states. Its primary customer segments are pre-retirees and retirees seeking retirement income, Social Security, and required minimum distribution planning, alongside high-net-worth individuals requiring comprehensive wealth, tax, and estate management. The firm employs 1–10 staff and operates from a Celebration, FL headquarters and a New York, NY office.
The firm's core service offering is structured around three pillars: a Fee-Based Financial Planning engagement built on a comprehensive planning process, Investment Planning aimed at goal-based asset allocation, and Life Insurance Planning for family protection. These are supported by a content-heavy Resource Center containing educational articles, interactive calculators, educational videos, tax tools (calendar, IRS forms, rate tables), and a 200+ term financial glossary. The underlying technology stack is described as financial planning software and tools for retirement, investment, estate, and tax planning; no proprietary platform, app, API, or AI/ML capabilities are disclosed.
The business model is fee-based rather than commission-based, marketed as 'pure unbiased advice,' with billing likely tied to AUM or flat-fee arrangements on a recurring (noted monthly) cadence. Distribution is direct-to-client via licensed financial professionals, with securities execution, custody, and compliance infrastructure provided through a core affiliation with Cambridge Investment Research, Inc. (Broker/Dealer, FINRA/SIPC member) and Cambridge Investment Research Advisors, Inc. (RIA). The firm is independently owned, has no disclosed external funding or parent company, and shows no M&A, leadership change, or product launch history in the source data.
Advanced Planning Group of New York firmographics
Firmographics- Name
- Advanced Planning Group of New York
- Legal name
- Advanced Planning Group of New York
- Website
- https://advancedplanningny.com
- Company type
- Private
- Founded year
- 2013
- Operating status
- Operating
- Headcount range
- 1–10 employees
- Short description
- Advanced Planning Group of New York is a private, fee-based financial advisory firm founded in 2013 that delivers retirement, investment, life insurance, estate, and tax planning services to pre-retirees, retirees, and high-net-worth individuals across 38 U.S. states.
- Ownership category
- akta.pro rank
Advanced Planning Group of New York industry classification
Industry- Product category
- Financial Advisory Services
- NAICS
- Portfolio Management and Investment Advice (523940), Insurance Agencies and Brokerages (52421)
- SIC
- Investment Advice (6282), Insurance Agents, Brokers & Service (6411)
- akta.pro primary industry
- Comprehensive Financial Planning (FSAEAAAA)
- akta.pro secondary industries
- Financial Planning–Led RIAs (FSAAACAB), Fee-Based Advisory (FSAEAAAM), Estate & Legacy Planning Advisory (FSAEAAAG)
Keywords
Where Advanced Planning Group of New York is headquartered
LocationHeadquarters
- HQ city
- Jericho
- HQ country
- United States
- HQ region
- North America
Offices2 records
Markets served
Advanced Planning Group of New York business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Operations, Marketing or Sales, Technology or R&D, Infrastructure
Revenue model
- Fee-Based Financial Planning: The firm operates on a fee-based model rather than commission-based compensation, providing what they describe as 'pure unbiased advice.' Services include financial planning, investment planning, life insurance planning, and related advisory services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Other | Monthly | Fee-based advisory services |
Go-to-market motion1 record
Distribution channels1 record
Marketing channels5 records
Advanced Planning Group of New York product offering
Product offeringCore offering
Advanced Planning Group of New York delivers fee-based financial advisory services to individuals, centered on three core offerings: Fee-Based Financial Planning providing unbiased advice through a comprehensive process; Investment Planning guiding clients' savings toward financial goals via strategy and asset allocation; and Life Insurance Planning providing customized coverage. The firm operates through licensed financial professionals affiliated with Cambridge Investment Research, Inc. (broker/dealer) and Cambridge Investment Research Advisors, Inc. (RIA), and is licensed to serve clients in 38 U.S. states.
Product overview
Advanced Planning Group of New York is a fee-based financial advisory firm offering a unified suite of financial planning services centered around three core offerings: Fee-Based Financial Planning (providing unbiased advice through a comprehensive process), Investment Planning (guiding clients toward their financial goals), and Life Insurance Planning (protecting families as desired). The firm supports these core services with a Resource Center containing educational articles, calculators, and videos, plus Tax Resources (calendar, forms, publications, rates) and a Financial Glossary. The company operates as a financial services advisory practice rather than a technology product platform.
Differentiator
Problem solved
Functional benefit
Products and services
- Fee-Based Financial Planning A fee-based financial planning service delivering "pure unbiased advice" through a detailed and comprehensive financial planning process for individual clients, including pre-retirees, retirees, and high-net-worth individuals.
- Investment Planning Investment planning service that guides individual clients' savings toward reaching their financial goals through strategy development and asset allocation, delivered by licensed advisors affiliated with Cambridge Investment Research.
- Life Insurance Planning Life insurance planning service that protects families with customized life insurance coverage based on individual needs and preferences, delivered as part of the firm's comprehensive advisory offering.
Companies that use Advanced Planning Group of New York
Customer profileSegments2 records
Ideal customer profiles2 records
Advanced Planning Group of New York technology and API
TechnologyTechnology focussed No
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
Advanced Planning Group of New York partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Cambridge Investment Research, Inc.coreSecurities broker/dealer, member FINRA and SIPC. Provides the regulatory and custodial infrastructure for the firm's advisory business. Securities offered through Cambridge Investment Research, Inc.
- Cambridge Investment Research Advisors, Inc.coreRegistered Investment Advisor affiliated with Cambridge Investment Research. Provides investment advisory services oversight and compliance infrastructure for the firm's fee-based advisory offerings.
Scale indicators1 record
Recent moves4 records
Expansion highlights3 records
Advanced Planning Group of New York competitors and assessment
Company assessmentDirect peers
- Creative Planning: One of the largest independent, fee-only RIAs in the U.S., offering comprehensive financial planning, investment management, tax, and estate services to HNW and mass-affluent clients. Direct peer given shared fee-based model, comprehensive planning emphasis, and similar cross-sell across investments, tax, and estate.
- Edelman Financial Engines: Large U.S. fee-based RIA focused on retirement income, investment management, and financial planning for mass-affluent and pre-retiree households. Closely comparable target segment, fee-only model, and service suite (planning + investments + retirement income) make it a directly comparable peer to APGNY's core offering.
- Mariner Wealth Advisors: National independent RIA providing comprehensive financial planning, investment advisory, tax, estate, and retirement services to HNW individuals and families. Comparable in service breadth, client profile, and fee-based model.
Emerging players
- Wealthfront: Leading automated investment advisor offering goal-based planning, retirement projections, and portfolio management at low fees. Comparable in targeting younger pre-retirees and mass-affluent clients with planning-centric services, representing a low-cost competitive threat to traditional planning-led advisors.
- Empower (Personal Capital): Hybrid digital RIA combining automated planning tools and human advisors, targeting mass-affluent and HNW clients for retirement and wealth planning. Comparable target segment and planning-led offering, and a key disruptive threat given its technology-enabled, lower-fee positioning.
Broad incumbents
- LPL Financial: Largest independent broker-dealer and RIA custodian in the U.S., supporting thousands of independent advisors. Comparable to APGNY's Cambridge model as an infrastructure platform for fee-based independent advisory practices, though at vastly greater scale and with broader product scope.
- Cetera Financial Group: Independent broker-dealer and RIA network supporting independent financial advisors with compliance, custody, and product infrastructure. Comparable as a platform model similar to APGNY's Cambridge affiliation, with overlapping retirement- and planning-oriented advisor base.
- Fisher Investments: Large fee-based RIA primarily serving HNW individuals and institutions with discretionary portfolio management. Comparable client segment and fee-only positioning, though much larger scale and narrower product focus than APGNY's planning-led approach.
- Northwestern Mutual: Major U.S. financial services firm combining life insurance, investment, and comprehensive financial planning through a captive advisor network. Directly comparable in offering life insurance planning alongside investment and retirement planning, though at far larger scale and with a hybrid compensation model.
Others
- Cambridge Investment Research: APGNY's core broker-dealer and RIA platform partner. Included as a relevant ecosystem participant rather than a competitor, since the firm offers its services through Cambridge rather than alongside it; understanding the platform is essential to assessing APGNY's structural economics and risk.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat4 records
Key risks6 records
Key highlights7 records
Customer concentration
Advanced Planning Group of New York social profiles
Digital presenceAdvanced Planning Group of New York financial estimates
Financial estimateRevenue estimate
Valuation estimate
Advanced Planning Group of New York leadership team
Management profileNumber of profiles
Advanced Planning Group of New York funding detail
Funding detailFunding overview
Funding rounds
Investors
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Advanced Planning Group of New York M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Advanced Planning Group of New York
What does Advanced Planning Group of New York do?
Advanced Planning Group of New York delivers fee-based financial advisory services to individuals, centered on three core offerings: Fee-Based Financial Planning providing unbiased advice through a comprehensive process; Investment Planning guiding clients' savings toward financial goals via strategy and asset allocation; and Life Insurance Planning providing customized coverage. The firm operates through licensed financial professionals affiliated with Cambridge Investment Research, Inc. (broker/dealer) and Cambridge Investment Research Advisors, Inc. (RIA), and is licensed to serve clients in 38 U.S. states.
Is Advanced Planning Group of New York a public or private company?
Advanced Planning Group of New York is a private company. It is classified as founder individual operated bootstrapped and is currently operating.
When was Advanced Planning Group of New York founded?
Advanced Planning Group of New York was founded in 2013. It employs 1 to 10 people.
Where is Advanced Planning Group of New York based?
Advanced Planning Group of New York is headquartered in Jericho, United States, in the North America region.
How does Advanced Planning Group of New York make money?
One revenue line is on record: fee-Based Financial Planning.
Who are Advanced Planning Group of New York's main competitors?
Direct peers on record are Creative Planning, Edelman Financial Engines and Mariner Wealth Advisors. Emerging players are Wealthfront and Empower (Personal Capital). Broad incumbents are LPL Financial, Cetera Financial Group, Fisher Investments and Northwestern Mutual. Cambridge Investment Research is listed as an others.
Does Advanced Planning Group of New York have an API?
No public API is recorded for Advanced Planning Group of New York.
What industry is Advanced Planning Group of New York in?
Advanced Planning Group of New York's product category is Financial Advisory Services. Its primary akta.pro industry code is FSAEAAAA, Comprehensive Financial Planning, with a secondary code of FSAAACAB, Financial Planning–Led RIAs. Its NAICS code is 523940 and its SIC code is 6282.