Fee-only adviser · Palm Beach, FL
Asset Planning Corporation
Asset Planning Corporation is a fee-only investment adviser registered with the U.S. Securities and Exchange Commission, with its main office in Palm Beach, Florida. On its latest Form ADV, filed February 4, 2026, it reports $104M in regulatory assets under management, 132 individual clients and 2 employees who give investment advice. It reports no commission compensation, is not registered as a broker-dealer and does not act as an insurance agent.
Key facts from Form ADV
| Registration | SEC-registered |
|---|---|
| Firm CRD number | 126242 · SEC file 801-63461 |
| Office | 1615 Forum Place Suite 1A Palm Beach, FL 33401 |
| Phone | (561) 689-5724 |
| Website | www.fpiginc.com |
| Regulatory assets under management | $104M |
| Individual clients | 101 non-high-net-worth, 31 high-net-worth |
| Financial planning clients | 1-10 |
| How it charges | Percentage of assets, Hourly, Fixed fee |
| Services | Financial planning, Portfolio management, Pension consulting |
| Employees | 5 |
| Disciplinary disclosures | None reported |
| Latest Form ADV filing | February 4, 2026 |
Source: the firm’s Form ADV Part 1A as published by the SEC’s Investment Adviser Public Disclosure database, data as of November 6, 2026. Figures are self-reported by the firm.
What this means for you
- It offers hourly or fixed-fee arrangements, so you may be able to pay for a plan without handing over your investments.
- It also charges a percentage of assets managed for ongoing investment management.
- Most of its individual clients are not high-net-worth, so it is likely to work with people who are still building assets.
- It provides financial planning services, not only portfolio management.
- It sponsors or manages a wrap fee program; ask what the bundled fee covers.
- It reports no disciplinary history on Form ADV.
Before you hire any adviser
Read the firm’s Form ADV Part 2 brochure on its SEC record: it sets out fees, minimums, conflicts of interest and who will manage your money. Ask whether the firm acts as a fiduciary for all of your accounts, how it is paid in total, and who holds your assets. Our guide to choosing a financial adviser lists the questions to ask.
Other fee-only advisers in Palm Beach
- Hudson Value Partners, LLC $678M
- Bassam Wealth Management, LLC $241M
- Dock Street Asset Management Inc $1.1B
- Harvey Capital Management Inc $579M
- Dudley & Shanley, Inc. $747M
- Cypress Capital Group $63M
See all 9 fee-only advisers in Palm Beach →
Nearby
- West Palm Beach 21 firms
- Lake Worth Beach 1 firm
- Riviera Beach 1 firm
- Lantana 1 firm
- Royal Palm Beach 1 firm
- Boynton Beach 2 firms
- Juno Beach 2 firms
- North Palm Beach 4 firms
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