Wealth Manager
    SEC Registered
    Manages Private Funds

    Asset Planning Services Inc

    Registered investment advisor · Covington, Louisiana · CRD #104715

    Assets Under Management
    $366M
    Client Accounts
    516
    Employees
    5
    CRD Number
    104715
    Registration
    SEC Registered

    Source: SEC Form ADV filings. Data as of 2026-07-06.

    About Asset Planning Services Inc

    Asset Planning Services Inc. is a registered investment advisory firm founded in 1998, specializing in personal financial planning and investment management with a fee-only structure. They offer services like investment management, tax planning, and retirement planning. The firm operates without accepting commissions or referral fees.

    Fee Structure

    Percentage of assets under management Not reported
    Fixed fees Not reported
    Hourly charges Not reported
    Performance-based fees Not reported

    Contacts, 13F holdings & brochure intel for Asset Planning Services Inc

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    Frequently Asked Questions

    What is Asset Planning Services Inc's AUM?

    Asset Planning Services Inc reports approximately $366M in regulatory assets under management, based on its most recent SEC Form ADV filing.

    Where is Asset Planning Services Inc headquartered?

    Asset Planning Services Inc is headquartered in Covington, Louisiana.

    What is Asset Planning Services Inc's CRD number?

    Asset Planning Services Inc's CRD number is 104715. You can use it to look up the firm's full regulatory record on the SEC's Investment Adviser Public Disclosure site.

    How many accounts does Asset Planning Services Inc manage?

    Asset Planning Services Inc manages approximately 516 client accounts according to its latest SEC filing.

    Is Asset Planning Services Inc SEC registered?

    Yes, Asset Planning Services Inc is registered with the SEC as an investment adviser with an approved registration status.

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