Asset Preservation Group Inc
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Asset Preservation Group, Inc. advises individuals (including high-net-worth clients), trusts, estates, retirement plans, and business entities, providing financial planning and portfolio management through separately managed accounts as well as a third‑party asset manager referral program. The firm serves roughly 330 client relationships and manages about $321 million in client assets with a small advisory team.
APG develops personalized plans based on client objectives and risk tolerance, employing charting, fundamental, and technical analysis and offering advice across a broad set of instruments including individual stocks, bonds, options, mutual funds, ETFs, and various alternative investments. Portfolios are implemented on wrap accounts with custodians (Charles Schwab, Fidelity, or Axos) and are monitored and adjusted on an ongoing basis; APG also discloses its fiduciary role for retirement accounts.
What is noteworthy for a firm of this size is that APG both sponsors and manages its own wrap‑fee program and also acts as a solicitor for multiple third‑party asset managers (including relationships with firms such as Hanlon, AssetMark, SEI, PFM, and BTS). The firm combines household accounts for breakpoint treatment, makes a range of TPAM options available, and maintains advisory personnel who also hold insurance and broker‑dealer registrations — arrangements disclosed as potential sources of conflicts of interest.
Client services
Expertise
Fee options
$0 - $1,000,000: 1.00% $1,000,001 - $2,000,000: 0.85% $2,000,001 - $4,000,000: 0.75% $4,000,001 - $6,000,000: 0.65% $6,000,001+: 0.55%
Advisory Agents may receive commissions from insurance sales and securities transactions through broker-dealer affiliations.
Fee-only: Advisory fees based on assets under management; no commissions on wrap accounts except for separate insurance or brokerage transactions.
Main office
2750 William D. Tate Ave., Suite 100
Grapevine TX 76051
Advisors at this office
2
Most active in
California · Florida · Georgia · Louisiana · North Carolina · 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
Michael F
CFP®, Series 63, Series 65
Grapevine, TX
Asset Preservation Group Inc
Michael Franklin is a CFP® professional with 22 years of experience in the financial industry. He is affiliated with Asset Preservation Group, Inc., where he has worked since 2007, and previously held roles at Purshe Kaplan Sterling Investments and National Planning Corporation. In addition to his advisory work, he is employed as a pilot with American Airlines. Asset Preservation Group, Inc. advises individuals, trusts, estates, retirement plans, and business entities, offering financial planning and portfolio management through separately managed accounts and third-party asset manager referrals. The firm serves approximately 330 clients with around $321 million in assets under management, utilizing a range of investment strategies and maintaining a fiduciary role for retirement accounts.
Vernon B
Series 63, Series 65
Grapevine, TX
Asset Preservation Group Inc
Vernon Billingsley is a financial advisor at Asset Preservation Group Inc with 39 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at Purshe Kaplan Sterling Investments, Inc. and National Planning Corporation. He is also involved in life insurance and fixed annuity sales through his firm. Asset Preservation Group, Inc. serves individuals, trusts, estates, retirement plans, and business entities, offering financial planning and portfolio management through separately managed accounts and third-party asset manager referrals. The firm uses a variety of analytical approaches and investment instruments, managing approximately $321 million in client assets across about 330 client relationships.
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