Asset Planning Corporation

Asset Planning Corporation (CRD# 126242) is a financial advisory firm headquartered in West Palm Beach, FL. They manage $103,467,820 in 340 accounts and serve the financial needs of clients across 3 states (or territories).

By the Numbers
  • Total Assets Under Management
    103
    MILLION
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $304,317
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
  • Other
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, NE, NH

Financial Advisors at Asset Planning Corporation
Showing 1 - 3 of 3 top financial advisors.
1
Robert D. Plunkett
CRD#: 364748
1615 Forum Place, Suite 1a, West Palm Beach, FL 33401
96
Wealthminder
score

Robert Plunkett (CRD# 364748) is an Investment Advisor Representative working at Asset Planning Corporation in West Palm Beach, FL and has over 21 years of experience in the finance industry. Robert Plunkett 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
Renee S. Post
CRD#: 4237548
1615 Forum Place, Suite 1a, West Palm Beach, FL 33401
96
Wealthminder
score

Renee Post (CRD# 4237548) is an Investment Advisor Representative working at Asset Planning Corporation in West Palm Beach, FL and has over 12 years of experience in the finance industry. Renee Post 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.

3
Louis J. Macloskey
CRD#: 316342
1615 Forum Place, Suite 1a, West Palm Beach, FL 33401
86
Wealthminder
score

Louis Macloskey (CRD# 316342) is an Investment Advisor Representative working at Asset Planning Corporation in West Palm Beach, FL and has over 26 years of experience in the finance industry. Louis Macloskey 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.

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