Asset Planning Corporation
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$99,953,492
Clients
132
Advisors
2
of 5 employees
About
Asset Planning Corporation serves primarily individual clients — including high-net-worth and non‑HNW households — as well as retirement plans and other entities. The firm offers personalized financial planning and consulting, discretionary portfolio management (including management of variable annuity sub‑accounts), and advisory services to employer-sponsored retirement plans.
The firm’s investment process is centered on customized asset allocation and ongoing portfolio monitoring, using tactical and strategic techniques to align investments with each client’s stated objectives and risk tolerance. Client accounts are typically custodied through Pershing and cleared via Cambridge Investment Research, and the firm commonly manages accounts on a discretionary basis with periodic reviews and annual client meetings.
Asset Planning is notable among peers for sponsoring and acting as portfolio manager for the Cambridge Managed Account Platform (CMAP) wrap fee program, a relatively uncommon role for firms of this supported size. It also has a range of non‑typical affiliations: many advisers are registered representatives of Cambridge (entailing potential commission‑based compensation and 12b‑1 fee arrangements) and the firm is affiliated with Mac & Post LLC, which offers non‑advisory concierge services, creating additional coordination and potential conflicts to consider.
Client services
Expertise
Fee options
Fixed fee for financial planning services generally ranging between $500 and $25,000, negotiable.
$0 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001+: 0.95% annually
Commission-based compensation earned by registered representatives for securities transactions and insurance sales, separate from advisory fees.
$175 to $225 per hour for modular financial planning/general consulting services, negotiable.
Account minimum: $25,000
Main office
1615 Forum Place, Suite 1 A
West Palm Beach FL 33401
Advisors at this office
2
Most active in
Florida · Louisiana · Nebraska · New Hampshire
Disclosures
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Advisors at this firm
Renee P
CFP®, Series 66
West Palm Beach, FL
Asset Planning Corporation
Renee Post is a CFP® with 25 years of industry experience, currently serving at Asset Planning Corporation in West Palm Beach, FL. She has worked with Financial Planning Investment Group and Cambridge Investment Research, Inc. throughout her career. In addition to her advisory role, she is involved with Mac & Post LLC, a firm offering non-advisory concierge services. Asset Planning Corporation primarily serves individual clients, including high-net-worth and non-high-net-worth households, as well as retirement plans and other entities. The firm provides personalized financial planning, discretionary portfolio management, and advisory services, employing customized asset allocation and ongoing portfolio monitoring to align investments with client objectives and risk tolerance.
Alexander R
ChFC®, Series 66
W. Palm Beach, FL
Asset Planning Corporation
Alexander Ruby is a financial advisor with Asset Planning Corporation, holding the ChFC® designation and Series 66 license. He has nine years of industry experience, including roles at Cambridge Investment Research, Inc. and Financial Planning Investment Group, Inc. Outside of advisory work, he is also an independent insurance agent for various companies. Asset Planning Corporation serves individual clients, retirement plans, and other entities, providing personalized financial planning, discretionary portfolio management, and advisory services. The firm emphasizes customized asset allocation and ongoing portfolio monitoring to align investments with clients’ objectives and risk tolerance.
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