Asset Management And Planning, LLC

Asset Management And Planning, LLC (CRD# 113961) is a financial advisory firm headquartered in West Columbia, SC. They manage $138,939,612 in 703 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    139
    MILLION
  • Total Number of Accounts
    703
    ACCOUNTS
  • Average Account Value
    $197,638
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Pension consulting services
  • Selection of other advisers (including private fund managers)
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

FL, NC, SC

Financial Advisors at Asset Management And Planning, LLC
Showing 1 - 3 of 3 top financial advisors.
1
Andrew C. Todd
CRD#: 5848811
602 Meeting Street Suite C, West Columbia, SC 29169
96
Wealthminder
score

Andrew Todd (CRD# 5848811) is an Investment Advisor Representative working at Asset Management And Planning, LLC in West Columbia, SC and has over 16 years of experience in the finance industry. Andrew Todd has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.

2
Jennifer D. Kauffman
CRD#: 4945563
602 Meeting Street Suite C, West Columbia, SC 29169
93
Wealthminder
score

Jennifer Kauffman (CRD# 4945563) is an Investment Advisor Representative working at Asset Management And Planning, LLC in West Columbia, SC and has over 11 years of experience in the finance industry.

3
Lawrence J. Miller
CRD#: 802453
602 Meeting Street Suite C, West Columbia, SC 29169
93
Wealthminder
score

Lawrence Miller (CRD# 802453) is an Investment Advisor Representative working at Asset Management And Planning, LLC in West Columbia, SC and has over 29 years of experience in the finance industry.

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