A complete list of active advisors currently associated with Asset Planning, Inc
Warmer can help you find a great advisor at Asset Planning, Inc or one who fits your needs even better.
Asset Planning Inc. provides personal financial planning and investment management to individuals, families, and related entities including trusts, estates and family businesses, offering services such as cash flow and budget management, retirement and tax-aware planning, education funding, and portfolio management. The SEC‑registered, fee‑only firm reports roughly $552 million in discretionary assets across about 373 client households and does not accept commissions or referral fees. The firm manages client portfolios using a strategic asset allocation framework that mixes passive index/ETF exposure with selectively chosen actively managed funds, dividend‑paying equities and individual bonds, and constructs portfolios on a client‑by‑client basis rather than relying on model portfolios. Asset Planning accepts discretionary trading authority for managed accounts, monitors holdings daily with formal reviews at least quarterly, and custodial services are provided through Charles Schwab. Noteworthy details in the brochure include the firm’s long operating history (founded in 1998), a compact, credentialed advisory team with multiple CFP® practitioners and MBAs and a disclosed ownership breakdown among principals. The brochure also directs readers to third‑party regulatory disclosure by listing the firm CRD number and the SEC AdviserInfo site, and it states that proxy voting is left with clients rather than handled by the advisor.
To learn more about the advisors currently working at Asset Planning, Inc, 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.
Name |
Location |
Years of experience |
|---|---|---|
Los Alamitos, CA
| 28
| |
Los Alamitos, CA
| 5
| |
Los Alamitos, CA
| 8
| |
Los Alamitos, CA
| 18
| |
Los Alamitos, CA
| 21
|
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