ASSET PLANNING, INC
SEC Form ADV profile.
Total regulatory AUM
$553,464,866
Discretionary
$552,342,089
Non-discretionary
$1,122,777
Firm details
- CRD number
- 111535
- SEC file number
- 801-62993
- Main office
- LOS ALAMITOS, CA, United States
- Employees
- 5
- SEC status
- Approved
- Website
- HTTP://WWW.ASSETPLANNINGINC.COM/
- Fee structure
-
Percentage of AUM Hourly Fixed fees
As of October 2026.