SEC Form ADV

ASSET PLANNING CORPORATION

Registered Investment AdviserFL
$104.4M
Assets Under Management
242
Total Clients
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Registration Details

Accession
CRD-126242
Location
W. PALM BEACH, FL
Filing Date
February 4, 2026
AUM
$104.4M
Total Clients
242
Amendment
No

About this Adviser

ASSET PLANNING CORPORATION is a registered investment adviser headquartered in W. PALM BEACH, FL, managing approximately $104.4M in assets across 242 client accounts. This data is sourced from the SEC's EDGAR database via Form ADV.