SEC Form ADV

ASSET PLANNING, INC

Registered Investment AdviserCA
$553.5M
Assets Under Management
973
Total Clients
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Registration Details

Accession
CRD-111535
Location
LOS ALAMITOS, CA
Filing Date
January 26, 2026
AUM
$553.5M
Total Clients
973
Amendment
No

About this Adviser

ASSET PLANNING, INC is a registered investment adviser headquartered in LOS ALAMITOS, CA, managing approximately $553.5M in assets across 973 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.