Asset Planning, Inc.
Asset Planning, Inc. (CRD# 111535) is a financial advisory firm headquartered in Cypress, CA. They manage $446,497,648 in 390 accounts and serve the financial needs of clients across 1 states (or territories).
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Total Assets Under Management446MILLION
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Total Number of Accounts390ACCOUNTS
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Average Account Value$1,144,866
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
CA
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.
Melani List (CRD# 6992366) is an Investment Advisor Representative working at Asset Planning, Inc. in Cypress, CA and has over 5 years of experience in the finance industry.
Erin Nelsen (CRD# 5528583) is an Investment Advisor Representative working at Asset Planning, Inc. in Cypress, CA and has over 15 years of experience in the finance industry.
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.
Tiarra Johnson (CRD# 7364101) is an Investment Advisor Representative working at Asset Planning, Inc. in Cypress, CA and has over 2 years of experience in the finance industry.