PlannerFees

Advanced Practice Planning, LLC fees and pricing

Financial planner in Missoula, Montana. Registered with state securities regulators.

According to its Form ADV Part 2A brochure dated April 8, 2026, Advanced Practice Planning, LLC charges $250 an hour and a flat or project fee of $499⁠-⁠$9,999 for financial planning.

Published fees

Quoted from the firm's Form ADV Part 2A brochure, filed April 8, 2026. Fees can change, so confirm with the firm before you hire them.

Hourly rate
$250/hr
“Our hourly rate is $250. 9 The fee range is dependent upon variables including the specific needs of the Client, complexity, estimated time, research, and resources required to provide services to you, among other factors we deem relevant.”
Flat or project fee
$499⁠-⁠$9,999
“Fixed fee rates range between $499 to $9,999.”

Read the full brochure (PDF) (opens in new tab)SEC adviser record (opens in new tab)

How Advanced Practice Planning, LLC bills

Payment and refund terms, quoted from the fee section of the brochure.

  • “The fee is based on a percentage of assets under management and is negotiable.”
  • “Our advisory fee is prorated for any partial billing periods occurring during the engagement, including the initial and terminating billing periods.”
  • “Fees are negotiable and the final agreed upon fee will be outlined in your Advisory Contract.”

How Advanced Practice Planning, LLC’s fees compare

  • Its hourly rate of $250 is below the Montana median of $300. 30% of the 20 other Montana planners that publish an hourly rate charge less.
  • Its flat or project fee of $499-$9,999 spans the Montana median of $3,450. 85% of the 13 other Montana planners that publish a flat or project fee charge less.

About Advanced Practice Planning, LLC

“When we provide wealth management services, Clients grant us limited authority to buy and sell securities on a discretionary basis.”
From the firm's description of its advisory business in its Form ADV brochure.
  • Principal: Caleb Pepperday
  • Solo practice: one person runs the firm, so you work directly with the planner.
  • Meets clients remotely: the brochure mentions virtual or online meetings.
  • Registered as an adviser: 2023 (3 years).

Planning areas mentioned in the brochure

  • Retirement planning
  • Estate planning
  • College planning
  • Business owners
  • Cash flow and budgeting

Firm details from Form ADV

How the firm is paid
Hourly fees, fixed or flat fees, percentage of assets under management
Charges a % of assets
Yes
Highest asset based fee in brochure
1.5% a year
Clients
30
Employees
1
Works with
Individuals and high net worth individuals
Services reported to regulators
Financial planning, portfolio management for individuals and small businesses, and educational seminars and workshops
Assets managed
$6,425,744
Registered with
State securities regulators
Disciplinary disclosures
None reported
SEC CRD number
327349
Website
advancedpracticeplanning.com (opens in new tab)
Phone
(814) 762-7278

Can advise clients in 2 states: Montana, Pennsylvania

Other planners in Missoula that publish fees

Compare all 7 planners in Missoula

Is something on this page wrong or out of date? Email corrections@plannerfees.com and PlannerFees will check it against the firm's latest filing.