Asset Planning Services Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
Client AUMClient assets under management
$356,006,722
Clients
141
Advisors
2
of 5 employees
About
The firm serves individuals, retirement plans, trusts, estates and business entities, providing ongoing investment management alongside comprehensive financial and estate planning. It also offers in-house tax return preparation, accounting, business consulting and retirement-plan support in conjunction with third‑party administrators.
The firm generally manages client assets on a discretionary basis and conducts portfolio reviews at least quarterly, applying both fundamental and technical analysis to build balanced allocations across equities, fixed income, exchange‑traded funds and mutual funds. Clients undergo an initial information‑gathering and planning process that informs ongoing investment decisions and may impose account restrictions; advisory fees are charged on a fee basis and invoiced on a regular schedule.
What is distinctive is the combination of a relatively large asset base managed by a two‑advisor team and a practice model that devotes about half of firm time to non‑investment services such as tax, accounting and estate planning. The firm also provides business consulting, retirement‑plan advice, occasionally serves as trustee for client accounts (subject to annual surprise audits), and leverages institutional custodial relationships for trading and operational support.
Client services
Expertise
Occupation focus
Fee options
Flat dollar fee may be proposed for Business Planning, Financial Planning, Retirement Planning Services, Accounting, or Tax Return Preparation
Fee-only: Maximum of 1.50% per annum of Monitored Portfolio Assets; flat dollar fees may be proposed for certain planning and accounting services; fees are negotiable
Main office
509 W. 21st Avenue
Covington LA 70433
Advisors at this office
2
Most active in
Florida · Louisiana · Texas
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
Claude D
Series 65
Covington, LA
Asset Planning Services Inc
Claude Duet is a financial advisor at Asset Planning Services Inc in Covington, LA, with 19 years of industry experience. He holds the Series 65 designation and has been associated with Asset Planning Services since 1979. Asset Planning Services Inc serves individuals, retirement plans, trusts, estates, and business entities by providing financial and estate planning, investment management, business consulting, accounting, and tax return preparation. The firm manages approximately $345.6 million in client assets and emphasizes a comprehensive client review process, balanced portfolio construction, and integration of tax and accounting services.
Jillian N
Series 63, Series 66
Covington, LA
Asset Planning Services Inc
Jillian Nelson is a financial advisor at Asset Planning Services Inc with 21 years of industry experience. She holds the Series 63 and Series 66 designations and previously worked at Johnson Rice & Company L.L.C. for 13 years before joining her current firm. Asset Planning Services, Inc. serves individuals, retirement plans, trusts, estates, and business entities by providing financial and estate planning, investment management, business consulting, accounting, and tax return preparation. The fee-only firm manages client assets on both discretionary and non-discretionary bases, emphasizing capital preservation and periodic portfolio reallocation through a combination of fundamental and technical analysis.
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