ADVISORPLANNER, LLC
ST PETERSBURG, FLORIDA

AdvisorPlanner LLC is a Registered Investment Advisor (RIA) based in St. Petersburg, Florida. Established on January 20, 2016, with a filing number L16000014196, the company specializes in providing investment advisory services within its legally registered jurisdictions. It operates under the business type identifier FLAL and holds a FEI Number of 81-1128567. The firm is located at 755 White Sand Dr NE, St. Petersburg, Florida, with postal code 33703. Clients can contact AdvisorPlanner via phone at (727) 656-2446 or visit their website at advisorplanner.com for more information. The company prides itself on compliance and ethical conduct; it does not solicit business in any state where it is not properly registered, including any states where it might apply a de minimis exemption. Additionally, AdvisoryPlanner's online presence serves informative purposes and does not constitute investment advice or solicit investment advisory services, safeguarding users from potential misinterpretations as solicitations. AdvisorPlanner LLC has recently undergone its latest annual report submission on January 25, 2024, outlining the fiscal review for the year. The company experienced a significant corporate event with its reinstatement on October 23, 2017. Leadership under Manager John P Donovan plays a pivotal role in shaping its strategic directives and operational execution as one of its officers and directors.