ASSET PLANNING, INC

Overview

Asset Planning, Inc. is an independent registered investment adviser focused on serving individual and family clients with financial planning and portfolio management for individuals and small businesses. The firm has been SEC-registered since 2004 and is owned by an individual. Its advisory model combines percentage-of-AUM billing with hourly and fixed-fee engagements, and it does not position itself as a capital allocator. The firm does not identify as an active ESG investor and is not organized as a multi-state or related adviser. The practice emphasizes discretionary management—nearly all assets are managed on a discretionary basis—and offers traditional planning and portfolio services rather than pension consulting or institutional advisory mandates. Asset Planning, Inc. was recognized by FA Magazine as a Top RIA Firm in 2020.

Assets & Accounts

Public Holdings

Investments & Alternatives