Firm
Asset Planning
Los Alamitos, California
Fee-only
Asset Planning at a glance
- One of 1,191 fee-only firms based in California in the Wellspent graph.
- 5 advisors are listed here; 3 of 5 hold the CFP.
- Its Form ADV reports 5 employees and 373 individual clients, 186 of them high net worth.
- Its average account is about $569,000 (assets it manages divided by its 973 accounts).
- Its website says it's taking new clients.
- It works with clients virtually as well as in person.
Fee-only advisors in California · What fee-only advisors charge in California
Facts
| Based in | Los Alamitos, California |
|---|---|
| Website | assetplanninginc.com |
| [email protected] | |
| Phone | (714) 827-5794 |
Asset Planning fees
What the firm's own website says it charges, checked October 28, 2026. We keep a price only when the exact words stating it appear on the page.
| One-time plan | From $2,500 |
|---|---|
| Asset-based fee | 0.5% to 1% a year |
| Account minimum | $500,000 |
| How it charges | Percentage of assets · One-time plans or projects · Hourly |
In the firm's words
"A one-time fee starting at $2,500, depending on the complexity of your situation." source
"Our annual fee ranges from 1% to 0.5% of the assets we manage" source
"Our annual fee ranges from 1% to 0.5% of the assets we manage" source
"For households with $500,000 or more in investable assets." source
For comparison, fee-only firms that publish prices charge a median of $4,500 a year for ongoing planning, $2,000 for a one-time plan, $300 an hour, or 1% of assets. See the fee report.
What its SEC filing says
| Paid by | Percentage of assets · Hourly · Fixed fees |
|---|---|
| Assets managed | $553 million |
| Individual clients | 187 |
| High-net-worth clients | 186 |
| Accounts managed | 973 |
| Employees | 5 |
| Planning clients | 11-25 |
| Registered with | The SEC (801-62993) |
| Financial planning | Offered |
| Form ADV filed | October 16, 2026 |
| SEC record | CRD 111535 |