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ASSET PLANNING CORPORATION

SEC Form ADV profile.

Total regulatory AUM
$104,378,457
Discretionary
$104,378,457
Non-discretionary
$0

Firm details

CRD number
126242
SEC file number
801-63461
Main office
W. PALM BEACH, FL, United States
Employees
5
SEC status
Approved
Fee structure
Percentage of AUM Hourly Fixed fees

As of October 2026.