Asset Planning, Inc.

Asset Planning, Inc. (CRD# 111535) is a financial advisory firm headquartered in Cypress, CA. They manage $325,340,629 in 340 accounts and serve the financial needs of clients across 1 states (or territories).

By the Numbers
  • Total Assets Under Management
    325
    MILLION
  • Total Number of Accounts
    340
    ACCOUNTS
  • Average Account Value
    $956,884
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
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 - 5 of 5 top financial advisors.
1
Sandra C. Field
CRD#: 1419210
Cypress, CA 90630

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.

2
Hsing Ju Liu
CRD#: 4786836
10833 Valley View Street, Suite 470, Cypress, CA 90630

Hsing Ju Liu (CRD# 4786836) is an Investment Advisor Representative working at Asset Planning, Inc. in Cypress, CA and has over 16 years of experience in the finance industry.

3
Erin M. Nelsen
CRD#: 5528583
10833 Valley View Street, Suite 470, Cypress, CA 90630

Erin Nelsen (CRD# 5528583) is an Investment Advisor Representative working at Asset Planning, Inc. in Cypress, CA and has over 12 years of experience in the finance industry.

4
Melani R. Port
CRD#: 6992366
10833 Valley View Street, Suite 470, Cypress, CA 90630

Melani Port (CRD# 6992366) is an Investment Advisor Representative working at Asset Planning, Inc. in Cypress, CA and has over 2 years of experience in the finance industry.

5
Carol Somoano
CRD#: 4972541
Cypress, CA 90630

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.

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