A complete list of active advisors currently associated with Asset Planning Corporation

Warmer can help you find a great advisor at Asset Planning Corporation or one who fits your needs even better.

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.

To learn more about the advisors currently working at Asset Planning Corporation, click on their names below to view their profiles, or click here to see them all on a map. Or, if you tell us about your needs, Warmer can help you find the best advisor for you.