ASSET PLANNING CORPORATION
SEC RegisteredPlanning with purpose. Investing with confidence.
About the firm
Financial Planning Investment Group provides wealth management and financial planning services, helping individuals and families move forward with thoughtful financial planning, steady investment guidance, and a perspective shaped by trust, care, and sound judgment.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Financial planning, investment management, and estate and legacy planning, including integrated planning to align resources and goals, tailored portfolios centered on risk awareness and diversification, and support for family continuity, thoughtful giving, and generational opportunities.
Who they serve
Individuals and families
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 101 | $33M |
| High Net Worth Individuals | 31 | $67M |
| Charitable Organizations | 2 | $3.6M |
| State/Municipal Entities | 2 | — |
1 total clients reported on Form ADV.
Leadership
Office locations
Advisors at this firm
2 advisors in the directory
Regulatory & compliance
Data as of February 4, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. ASSET PLANNING CORPORATION has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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