Asset Planning Corporation

Asset Planning Corporation is a registered investment adviser based in West Palm Beach, Florida, providing personalized investment advisory services since 2004. The firm offers financial planning and consulting services, a Cambridge Managed Account Platform (Wrap Fee Program), portfolio management services for variable annuity sub-accounts, and advisory services to retirement plans. Financial planning services involve developing a written plan based on individual financial circumstances and objectives, with fees ranging from $500 to $25,000. The Wrap Fee Program offers discretionary portfolio management services with fees based on assets under management. Portfolio management services for variable annuity sub-accounts include ongoing monitoring and rebalancing. The firm's investment strategies include technical analysis, Modern Portfolio Theory, long-term and short-term purchases, and asset allocation based on client risk tolerance. Asset Planning Corporation does not accept performance-based fees, and clients include individuals, pension plans, trusts, and corporations. The firm exercises investment discretion with client authorization and does not vote client securities. Clients are provided with ongoing account monitoring and performance reports. The firm does not receive compensation for client referrals and maintains client privacy. Clients are advised on IRA rollover considerations and trade errors are promptly addressed.