Wealth manager, wrap-program sponsor · W. Palm Beach, FL
Asset Planning Corporation
SEC-registered investment adviser · CRD 126242 · SEC 801-63461
At a glance
Asset Planning Corporation is an SEC-registered investment adviser based in W. Palm Beach, Florida, with $104 million in regulatory assets under management as of its Form ADV filed February 4, 2026. Its largest client group by assets is high-net-worth individuals, and it reports 132 individual clients. By Form ADV it is a wealth manager (wrap-program sponsor), ranked 8,187th of 8,915 wealth managers and 15,302nd of 17,210 SEC-registered advisers by assets.
Main office 561-689-5724fpiginc.comAs filed on Form ADV
- Regulatory AUM
- $104M
- Rank among wealth managers
- #8,187 of 8,915
- Rank among all SEC RIAs
- #15,302 of 17,210
- Rank in Florida
- #974 of 1,090
- Individual clients
- 132
- High-net-worth clients
- 31
- Accounts
- 242
- Discretionary
- 100% of AUM
- Employees
- 5
- Advisory staff
- 2
- Offices
- 1
Owners and executives on its Form ADV
- Renee S. PostPresident/chief Compliance Officer
Custody and brokerage
Broker-dealer
Hybrid RIA
Asset Planning Corporation is a hybrid RIA: 3 of its employees are also registered representatives of a broker-dealer.
Its Form ADV brochure (filed February 2026) names Cambridge Investment Research, an unaffiliated broker-dealer, as the broker-dealer its advisers are registered with.
Directed Brokerage Persons providing investment advice on behalf of our firm who are registered representatives of Cambridge will recommend Cambridge to you for brokerage services.
Who it serves
| Client type | Clients | Regulatory AUM | Share |
|---|---|---|---|
| High-net-worth individuals | 31 | $67M | 64% |
| Individuals | 101 | $33M | 32% |
| Pension and profit sharing plans | 2 | $4M | 3% |
| Charitable organizations | 2 | $1M | <1% |
Disciplinary disclosures
Asset Planning Corporation reports no disciplinary disclosures in Item 11 of Form ADV. Read the details on the SEC’s adviser search ↗
Services
- Financial planning
- Portfolio management for individuals and small businesses
- Pension consulting
- Other services
How it’s paid
- A percentage of assets under management
- Hourly charges
- Fixed fees
Form ADV and brochures on the SEC’s adviser search ↗fpiginc.com ↗
AtlasMembers
The full record on Asset Planning Corporation
Ten years of SEC filings, its owners and contacts, and how it stacks up against its peers. Atlas members see all of it.
- Assets, accounts, clients and staff, ten years of filings
- Locked
- Growth over one, three and five years
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- Rank against 4,381 peers of its type and size
- Locked
- Owners and executives, with titles and stakes
- 1 namedLocked
- Main office, fax and compliance officer
- Locked
- Filing changes this year, with alerts
- Locked
Free while Atlas launches: create a free account and confirm your email. Every figure comes from SEC filings.
Background
Questions
How much does Asset Planning Corporation manage?
Asset Planning Corporation reports $104 million in regulatory assets under management across 242 accounts, 100% of it on a discretionary basis, on its Form ADV filed February 4, 2026.
What kind of firm is Asset Planning Corporation?
Asset Planning Corporation is a wealth manager by its Form ADV answers. At least half of its regulatory assets are managed for individuals and high-net-worth individuals.
Who are Asset Planning Corporation’s clients?
By assets, its largest client types are high-net-worth individuals ($67 million, 31 clients); individuals ($33 million, 101 clients); pension and profit sharing plans ($4 million, 2 clients).
Does Asset Planning Corporation have any disciplinary history?
Asset Planning Corporation reports no disciplinary disclosures in Item 11 of its Form ADV. Check the SEC’s adviser search for the latest record.
Where these numbers come from
Every figure is Asset Planning Corporation’s own answer on its latest Form ADV, from the SEC’s registered-adviser list as of October 1, 2026: regulatory assets and accounts (Item 5.F), clients by type (5.D), employees (5.A and 5.B), compensation (5.E) and services (5.G). Custodians come from Schedule D 5.K(3) of its latest filing (2026-02-04), which lists those holding 10% or more of separately managed account assets and the amount at each. “Hybrid” means some employees are also registered representatives of a broker-dealer (Item 5.B(2)); affiliated broker-dealers are the related persons it lists in Item 7.A and Schedule D. Firm type comes from its own answers: broker-dealer firms are registered broker-dealers themselves (Item 6.A); private fund advisers manage mostly private funds (Item 7.B, 5.D); wealth managers manage at least half their assets for individuals (5.D). Ranks compare it by regulatory assets with every SEC-registered adviser and with firms of its type. Figures are as of the firm’s last annual update, so they can lag recent deals and market moves. Regulatory AUM counts assets the firm continuously supervises and can differ from what a firm markets.
Not an endorsement or a recommendation. Before hiring any adviser, read its Form ADV Part 2A brochure and check its record on the SEC’s adviser search. How to check a financial advisor →