ASSET PLANNING CORPORATION

1615 Forum Place
Suite 1a
W. Palm Beach, Florida 33401
Tel: 561-689-5724

About ASSET PLANNING CORPORATION

ASSET PLANNING CORPORATION, formally registered with the SEC as ASSET PLANNING CORPORATION. The firm was established in 09/02/2004. They have over 1 offices throughout the country.

ASSET PLANNING CORPORATION is a W. Palm Beach, Florida based Financial Planning firm with nearly $90,592,841 assets under management, offering retirement planning & investment advisory services to 246 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	126242
SEC#	801-63461
Assets Managed by Firm	$90,592,841
No. of Clients	246
No. of Advisors	5

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

Financial planning services
Portfolio management for individuals and/or small businesses
Pesnsion consulting services
Other (HOURLY CONSULTING)

Firm Client Information

	No. of Clients	AUM
Firm Total	246	$90,592,841
Individuals (other than high net worth individuals)	104	$30,047,349
High net worth individuals	28	$56,612,792
Pension and profit sharing plans	4	$3,121,485
Charitable organizations	2	$811,215

More Retirement Planning firms in W. Palm Beach, Florida:

Firm Name	Assets Under Management	Total Clients	Total Advisors
RAYMOND JAMES & ASSOCIATES, INC. 880 Carillon Parkway St. Petersburg, FL, 33716	$433,814,330,581	1070028	13966
CITADEL ADVISORS LLC Southeast Financial Center, 200 S. Biscayne Blvd., Suite 3300 Miami, FL, 33131	$397,045,307,119	26	2932
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC 880 Carillon Parkway Saint Petersburg, FL, 33716	$344,868,106,925	1030208	6727
GQG PARTNERS 450 East Las Olas Boulevard, Suite 750 Fort Lauderdale, FL, 33301	$120,567,542,959	727	189
CORIENT 830 Brickell Plaza, Suite 4800 Miami, FL, 33131	$118,191,936,095	97020	845

Explore More Retirement Advisors in W. Palm Beach, Florida

RetirementPlanning.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. RetirementPlanning.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. RetirementPlanning.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.