Fee-only adviser · West Palm Beach, FL
Plan Ahead Advisors
Plan Ahead Advisors is a fee-only investment adviser registered with the securities regulator of Florida, with its main office in West Palm Beach, Florida. On its latest Form ADV, filed August 28, 2025, it reports $7.1M in regulatory assets under management, 5 individual clients and 1 employee who gives investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | State-registered: Florida |
|---|---|
| Firm CRD number | 168685 |
| Office | 2101 Vista Parkway Suite 132 West Palm Beach, FL 33411 |
| Phone | (561) 686-2252 |
| Website | Not listed |
| Regulatory assets under management | $7.1M |
| Individual clients | 2 non-high-net-worth, 3 high-net-worth |
| Financial planning clients | 0 |
| How it charges | Percentage of assets, Fixed fee |
| Services | Financial planning, Portfolio management, Selection of other advisers |
| Employees | 1 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | August 28, 2025 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are high-net-worth, which on Form ADV means they meet the SEC’s qualified-client or qualified-purchaser test: broadly, more than $1 million managed by the adviser or a net worth above $2 million, with the thresholds indexed for inflation.
- It provides financial planning services, not only portfolio management.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in West Palm Beach
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- Agnello Financial Group, Inc. $379M
- Blue Ocean Capital $619M
- Coastal Way Financial Group, LLC $66M
See all 21 fee-only advisers in West Palm Beach →
Nearby
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- Riviera Beach 1 firm
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- Royal Palm Beach 1 firm
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- Juno Beach 2 firms
- Palm Beach Gardens 20 firms
- Lantana 1 firm
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