Firm profile

ASSET PLANNING CORPORATION

W. PALM BEACH, FLCRD 126242Latest ADV February 4, 2026

Asset Planning Corporation is an SEC registered investment adviser organized as a corporation with a primary office location in W. Palm Beach, FL.

Assets Under Management
$104M
Employees
5
Offices
--
Total Clients
136
Primary office
W. PALM BEACH, FL
1615 FORUM PLACE, SUITE 1A, W. PALM BEACH, FL, United States
ADV Item 1F location record

Contact and digital presence

ADV profile links
Phone(561) 689-5724
WebsiteNot reported
LinkedInNot reported

Leadership

1 roles identified
CCORenee S. Post

Advisory services offered

4 types reported
Financial Planning Services
Other advisory services
Pension consulting services

Fee models offered

3 types reported
Asset based fees
Fixed fees
Hourly charges
Sources checked May 14, 2026

Client Coverage Demographics

Top client segmentIndividuals represent 74.3% of total clients.
Top client categories% of clientsClients
1
Individuals
74.3%
101
2
HNWI
22.8%
31
3
Pension Plans
1.5%
2
4
Charitable
1.5%
2
Categories with <5 clients
Charitable Organizations<5 clients
Pension and profit sharing plans<5 clients

Regulatory Assets Under Management Breakdown

Total regulatory assets under management$104Mas of February 4, 2026
Discretionary100.0%
$104M
100% of total RAUM100.0%
Non-discretionary0.0%
$0
0% of total RAUM0.0%
All regulatory assets under management are discretionary.

Assets under management Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Latest AUM$104M
Total Accounts242
10Y AUM Change$-22M (-17.5%)

Employee Growth by Quarter

Quarterly points use the latest ADV filing or SEC roster snapshot available in each quarter.

Total Employees5
Clients per Employee27:1
10Y Employee Change-3 (-37.5%)

* Metrics are based on the latest available data, including Form ADV filings, brochures, and relationship summaries pulled from the SEC IAPD, and may be subject to change. Learn what is included in the Rialytix data. Please refer to the firm's official disclosures for the most accurate information using their CRD number. This is not investment advice.