Asset Planning, Inc.

Asset Planning, Inc. (CRD# 111535) is a financial advisory firm headquartered in Cypress, CA. They manage $201,300,424 in 631 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    201
    MILLION
  • Total Number of Accounts
    631
    ACCOUNTS
  • Average Account Value
    $319,018
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
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.

CA

Financial Advisors at Asset Planning, Inc.
Showing 1 - 7 of 7 top financial advisors.
1
Carol Somoano
CRD#: 4972541
10833 Valley View Street, Suite 470, Cypress, CA 90630
103
Wealthminder
score

Carol Somoano (CRD# 4972541) is an Investment Advisor Representative working at Asset Planning, Inc. in Cypress, CA and has 20 year of experience in the finance industry. Carol Somoano 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 putclients' interests first and comply with the Financial Planning Practice Standards.

2
Sandra C. Field
CRD#: 1419210
10833 Valley View Street, Suite 470, Cypress, CA 90630
95
Wealthminder
score

Sandra Field (CRD# 1419210) is an Investment Advisor Representative working at Asset Planning, Inc. in Cypress, CA and has 30 years of experience in the finance industry. Sandra Field 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 putclients' interests first and comply with the Financial Planning Practice Standards.

3
Diane K. Burch
CRD#: 3108530
10833 Valley View Street, Suite 470, Cypress, CA 90630
93
Wealthminder
score

Diane Burch (CRD# 3108530) is an Investment Advisor Representative working at Asset Planning, Inc. in Cypress, CA and has over 18 years of experience in the finance industry.

4
Hsing Ju Liu
CRD#: 4786836
10833 Valley View Street, Suite 470, Cypress, CA 90630
93
Wealthminder
score

Hsing Ju Liu (CRD# 4786836) is an Investment Advisor Representative working at Asset Planning, Inc. in Cypress, CA and has over 12 years of experience in the finance industry.

5
Erin M. Nelsen
CRD#: 5528583
10833 Valley View Street, Suite 470, Cypress, CA 90630
93
Wealthminder
score

Erin Nelsen (CRD# 5528583) is an Investment Advisor Representative working at Asset Planning, Inc. in Cypress, CA and has over 8 years of experience in the finance industry.

6
Carol J. Patrick
CRD#: 3108608
10833 Valley View Street, Suite 470, Cypress, CA 90630
93
Wealthminder
score

Carol Patrick (CRD# 3108608) is an Investment Advisor Representative working at Asset Planning, Inc. in Cypress, CA and has over 18 years of experience in the finance industry.

7
Samantha J. Garcia
CRD#: 6325828
10833 Valley View St. #470, Cypress, CA 90630
88
Wealthminder
score

Samantha Garcia (CRD# 6325828) is an Investment Advisor Representative working at Asset Planning, Inc. in Cypress, CA and has over 2 years of experience in the finance industry.

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