Asset Planning Corporation

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Client assets under management

$99,953,492

Clients

132

23% high-net worth

Advisors

of 5 employees

Firm type

Supported

1-3 advisors or $200M+ in AUM

Clients per advisor

High

Average account size

$757,223

About

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.

Client services

Financial planning Portfolio management Pension consulting Hourly consulting

Expertise

Wealth management Retirement plans for business owners (SEP, solo 401k)

Fee options

Fixed

Fixed fee for financial planning services generally ranging between $500 and $25,000, negotiable.

Percentage

$0 - $250,000: 1.50% annually $250,001 - $1,000,000: 1.25% annually $1,000,001 - $2,000,000: 1.00% annually $2,000,001+: 0.95% annually

Commissions

Commission-based compensation earned by registered representatives for securities transactions and insurance sales, separate from advisory fees.

Project-based

$175 to $225 per hour for modular financial planning/general consulting services, negotiable.

Other

Account minimum: $25,000

Main office location

Asset Planning Corporation

1615 Forum Place, Suite 1 A

W. Palm Beach FL 33401, United States

Number of offices

Most active in

Florida · Louisiana · Nebraska · New Hampshire

Disclosures

Business activities & affiliations

Is not active or affiliated with:

Insurance agent

They sell insurance products and may earn commissions on those sales.

Broker-dealer / trader

They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.

Bank

They're affiliated with a bank that may offer its own financial products and services.

Trust company

They provide trust and estate administration services, typically for separate fees.

Fund sponsor

They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.

Accountant / CPA / tax prep

They offer tax and accounting services, typically for separate fees.

Lawyer

They provide legal services, typically billed separately.

Real estate agent

They facilitate real estate transactions and may earn commissions.

Other specialized services

They may provide services such as pension consulting or municipal advisory work, typically for separate fees.

Forms ADV

Form ADV Part 2: Client Brochure Form ADV Part 3: Client Relationship

Quick links

Website 561-689-5724

Advisors at this firm

Renee P

CFP®, Series 66

West Palm Beach, FL

Asset Planning Corporation

Renee Post is a CFP® with 25 years of industry experience, currently serving at Asset Planning Corporation in West Palm Beach, FL. She has worked with Financial Planning Investment Group and Cambridge Investment Research, Inc. throughout her career. In addition to her advisory role, she is involved with Mac & Post LLC, a firm offering non-advisory concierge services. Asset Planning Corporation primarily serves individual clients, including high-net-worth and non-high-net-worth households, as well as retirement plans and other entities. The firm provides personalized financial planning, discretionary portfolio management, and advisory services, employing customized asset allocation and ongoing portfolio monitoring to align investments with client objectives and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k)

Alexander R

ChFC®, Series 66

W. Palm Beach, FL

Asset Planning Corporation

Alexander Ruby is a financial advisor with Asset Planning Corporation, holding the ChFC® designation and Series 66 license. He has nine years of industry experience, including roles at Cambridge Investment Research, Inc. and Financial Planning Investment Group, Inc. Outside of advisory work, he is also an independent insurance agent for various companies. Asset Planning Corporation serves individual clients, retirement plans, and other entities, providing personalized financial planning, discretionary portfolio management, and advisory services. The firm emphasizes customized asset allocation and ongoing portfolio monitoring to align investments with clients’ objectives and risk tolerance.

Wealth management Retirement plans for business owners (SEP, solo 401k)

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