Asset Planning, Inc

Asset Planning Inc. is a Registered Investment Advisor founded in 1998 by Sandra C. Field. The firm specializes in personal financial planning and investment management for individuals, families, trusts, estates, and family businesses. Their services include financial problem identification, cash flow management, investment management, tax planning, risk review, education funding, retirement planning, and charitable goals. The firm operates as a fee-only advisor, receiving compensation solely from clients and not accepting commissions or referral fees. Asset Planning Inc. manages assets on a discretionary basis totaling $504,727,642 and on a non-discretionary basis totaling $1,305,680 as of December 31, 2024. The firm's fee structure includes hourly charges for financial planning services and annualized percentage fees for asset management, with a maximum fee of 1%. Clients receive quarterly reports, monthly custodial statements, and have the right to direct trading decisions. The firm does not engage in performance-based fees and does not vote proxies on behalf of clients. Asset Planning Inc. provides services to individuals, families, trusts, estates, pension and profit-sharing plans, and business entities, with minimum account sizes ranging from $500,000 to $1,000,000. The firm's investment strategies focus on strategic asset allocation, utilizing fundamental analysis and globally diversified portfolios to manage risk. Clients are advised to promptly notify the firm of any changes in their financial situation or objectives for ongoing review and evaluation.