← Directory
AIS PLANNING
Legal name: ACCREDITED INVESTOR SERVICES, LLC
CRD 148821File 801-132984
APPROVED
Retail clients
Filing as of Mar 23, 2026
Feed vintage Aug 17, 2026
Regulatory AUM
$591.0M
Above cohort median (national)
Discretionary AUM
$586.0M
Non-discretionary $5.0M
Clients
534
1,427 accounts
Employees
13
Above cohort median in MN
Identity & registration
ADV Item 1- Organization form
- Limited Liability Company
- Firm type
- Registered
- SEC region
- CHRO
- Registration date
- Jun 13, 2025
- Principal office
- 622 ROOSEVELT ROAD, SUITE 160, ST. CLOUD, MN, 56301
- Phone
- (320) 252-6552
Assets & accounts
ADV Item 5F- Total regulatory AUM
- $591.0M
- Discretionary AUM
- $586.0M
- Non-discretionary AUM
- $5.0M
- Discretionary accounts
- 1,423
- Non-discretionary accounts
- 4
- Total accounts
- 1,427
- AUM per client
- $1.1M
Clients by type
ADV Item 5D| Client type | Clients | AUM |
|---|---|---|
| Other | 5 | $4.3M |
| Charitable organizations | 9 | $22.0M |
| High net worth individuals | 176 | $400.7M |
| Pension and profit sharing plans | 24 | $28.8M |
| Individuals (other than high net worth individuals) | 320 | $93.0M |
Compensation & activities
ADV Items 5E, 5GCompensation
- Fixed fees
- Hourly charges
- A percentage of assets under your management
Advisory activities
- Financial planning services
- Selection of other advisers
- Portfolio management for other
- Portfolio management for businesses
- Portfolio management for individuals and/or small businesses
Custody
ADV Item 9- Firm Custody Cash
- No
- Firm Custody Assets
- No
- Firm Custody Clients
- No
- Firm Custody Securities
- No
- Related Person Custody Cash
- No
- Related Person Custody Assets
- No
- Related Person Custody Clients
- No
- Related Person Custody Securities
- No
Disclosure events
ADV Item 11This firm answered no to every Item 11 disclosure question in this filing.
Filed changes
| Date | Field | From | To |
|---|---|---|---|
| Aug 17, 2026 | Clients | 561 | 534 |
| Aug 12, 2026 | Registration | — | APPROVED |
Every value above is reproduced from this firm's Form ADV filing. Fields the firm left blank are shown as “Not reported” rather than filled in from other sources.