Caleb Pepperday is a CFP, ChFC-designated registered investment advisor at Advanced Practice Planning, LLC, based in Missoula, MT, with 7 years of industry experience. Caleb operates on a fee-only basis, meaning they do not earn commissions from product sales. Their practice areas include Education Planning, Estate Planning, Financial Planning & Coaching, High Net Worth, and 6 more. Their firm serves 30 clients with $6.4M in assets under management.
Compensation
Firm Size
Number of Clients
Average Client Portfolio
Assets Under Management
Fee Structure
Portfolio-Based Fees (Tiered)
| Portfolio Value | Annual Fee |
|---|---|
| Up to $100K | 1.50% |
| $100K - $500K | 1.25% |
| $500K - $1.0M | 1.00% |
| $1.0M - $3.0M | 0.90% |
| $3M+ | 0.75% |
Fees are negotiable. Household accounts may be aggregated. Cash management accounts require a one-time setup fee of $50 to $150.
Fee Estimator
Contact
Caleb Pepperday
Location
Missoula, MT
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Regulatory History
No disclosures, customer disputes, or regulatory actions on file.
Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Employment History
Current Registrations
Advanced Practice Planning, LLC
Previous Registrations
Jfs Wealth Advisors, LLC
Cetera Advisor Networks LLCBroker
Cetera Advisor Networks LLC
Voya Financial Advisors, INC.
Voya Financial Advisors, INC.Broker
State Registrations2 states
You can work with an advisor not registered in your state. Most advisors can legally serve a small number of clients across state lines without registering.
Exams
Additional Information
Hi, I'm Caleb, the Founder and CEO of Advanced Practice Planning, LLC and husband to a Physician Assistant. I'm here to empower Advanced Practice Providers, like you, in achieving a secure and prosperous future.
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