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Asset Planning Corp.

Headquartered in W. PALM BEACH, FL

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Firm Information

Asset Planning Corp. is a registered investment adviser located in W. PALM BEACH, FL with $90,592,841 in regulatory assets under management. They provide financial planning, pension consulting, and portfolio management for individuals. They serve high-net-worth individuals, corporations, charitable organizations, and pension plans. Their advisory services include hourly consulting and they also participate in wrap fee programs.

Asset Planning Corp.

1615 FORUM PLACE

W. PALM BEACH, FL 33401

$90.59M

Assets Under Management

Not reported

Total Clients

3

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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pension consulting services

Guidance on pension options to ensure a secure financial future.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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hourly consulting

Hourly consulting

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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fixed fees

Set rates for specific services, regardless of time or assets managed.

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percentage of assets

A percentage of the total value of assets under management is charged.

Branch Locations (2)

ASSET PLANNING CORP. has a total of 2 branch locations across the country.
location

W. PALM BEACH, FL

location

WEST PALM BEACH, FL

Advisors at Asset Planning Corp.

View All 3 Advisors
Unclaimed
Alexander Evan Ruby

CFC®, RA

W. PALM BEACH, FL

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Unclaimed
Renee Suzanne Post

CFP®, RA

WEST PALM BEACH, FL

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Disclosures

There are no public disclosures for Asset Planning Corp..

Frequently Asked Questions (6)

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