ASSET PLANNING SERVICES INC

Overview

Asset Planning Services Inc is an independent registered investment adviser focused on advisory work for individuals, families and institutions. The firm emphasizes discretionary portfolio management alongside financial planning and pension consulting, positioning itself to handle both retail and institutional mandates. Its public equity activity is meaningful — equity exposure is the dominant allocation — but the firm also integrates fixed income, annuities and selected third‑party alternative strategies to complement core portfolios. Investment decision-making appears to favor liquid, exchange‑traded instruments for core allocations while using outsourced managers or funds for less-liquid exposures. The firm’s fee model includes percentage‑of‑AUM fees and fixed fees, reflecting a mix of ongoing asset management and project-based planning work. Asset Planning Services Inc does not position itself as a large allocator or multi-state ESG specialist; instead, it runs a relatively concentrated, equity-forward program supplemented by alternative and income-producing holdings.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices