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Asset Planning Services Inc

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Client assets under management

$356,006,722

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Clients

141

48% high-net-worth

Advisors

2

of 5 employees

Firm type

Supported

1-4 advisors or >$200M in AUM

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Clients per advisor

71

High

Average account size

$2,524,870

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

Financial planning Portfolio management Pension consulting

Expertise

General estate planning guidance Business sale tax planning Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Tax-loss harvesting

Occupation focus

Founder/Business Owner Retired

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Fee options

Fixed

Flat dollar fee may be proposed for Business Planning, Financial Planning, Retirement Planning Services, Accounting, or Tax Return Preparation

Other

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 location

Asset Planning Services Inc

509 W. 21 St Avenue

Covington LA 70433, United States

Number of offices

1

Most active in

More info

Florida · Louisiana · Texas

Disclosures

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Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

More info

Forms ADV

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

Quick links

985-867-8679

Advisors at this firm

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user avatar

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.

General estate planning guidance Business sale tax planning Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Tax-loss harvesting Founder/Business Owner Retired
user avatar

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.

General estate planning guidance Business sale tax planning Retirement plans for business owners (SEP, solo 401k) Cash flow / budgeting Tax-loss harvesting Founder/Business Owner Retired
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