Asset Planning Services Ltd.

Asset Planning Services Ltd. (CRD# 105727) is a financial advisory firm headquartered in Harleysville, PA. They manage $859,726,194 in 2,102 accounts and serve the financial needs of clients across 9 states (or territories).

By the Numbers
  • Total Assets Under Management
    860
    MILLION
  • Total Number of Accounts
    2,102
    ACCOUNTS
  • Average Account Value
    $409,004
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
  • Educational seminars/workshops
  • 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.

AZ, CA, FL, LA, NH, NJ, PA, TX, WA

Financial Advisors at Asset Planning Services Ltd.
Showing 1 - 5 of 5 top financial advisors.
1
Sean M. Roberts
CRD#: 2186477
162 Main Street, P. O. Box 164, Harleysville, PA 19438
96
Wealthminder
score

Sean Roberts (CRD# 2186477) is an Investment Advisor Representative working at Asset Planning Services Ltd. in Harleysville, PA and has over 22 years of experience in the finance industry. Sean Roberts 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
Richard J. Volpe
CRD#: 818361
162 Main Street, P. O. Box 164, Harleysville, PA 19438
96
Wealthminder
score

Richard Volpe (CRD# 818361) is an Investment Advisor Representative working at Asset Planning Services Ltd. in Harleysville, PA and has over 36 years of experience in the finance industry. Richard Volpe 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
Daniel J. Esquirell
CRD#: 4593034
162 Main Street, Harleysville, PA 19438
90
Wealthminder
score

Daniel Esquirell (CRD# 4593034) is an Investment Advisor Representative working at Asset Planning Services Ltd. in Harleysville, PA and has 1 year of experience in the finance industry. Daniel Esquirell 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.

4
Michael A. Halvorsen
CRD#: 3101410
162 Main Street, Harleysville, PA 19438
90
Wealthminder
score

Michael Halvorsen (CRD# 3101410) is an Investment Advisor Representative working at Asset Planning Services Ltd. in Harleysville, PA and has 1 year of experience in the finance industry. Michael Halvorsen 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.

5
Bethany J. Landis
CRD#: 6629841
162 Main Street, Harleysville, PA 19438
90
Wealthminder
score

Bethany Landis (CRD# 6629841) is an Investment Advisor Representative working at Asset Planning Services Ltd. in Harleysville, PA and has 1 year of experience in the finance industry. Bethany Landis 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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