Asset Planning, Inc

CRD 111535 · Los Alamitos, CA · $553.5M AUM

RIA

Firm record

As recorded in SEC IAPD

Firm CRD: 111535
SEC number: 801-62993
Firm type: RIA
Assets under management: $553.5M as of Jan 26, 2026
Website: www.assetplanninginc.com ↗
Phone: 714-827-5794
Address: 4281 Katella Avenue, Los Alamitos, CA, 90720

Advisors at this firm

5 in our index · page 1 of 1

Sandra Cheryl FieldCRD 1419210 · Los Alamitos, CA

IA Registered
Tiarra L JohnsonCRD 7364101 · Los Alamitos, CA

IA Registered
Melani Rose ListCRD 6992366 · Los Alamitos, CA

IA Registered
Erin Marie NelsenCRD 5528583 · Los Alamitos, CA

IA Registered
Carol SomoanoCRD 4972541 · Los Alamitos, CA

IA Registered

Source & corrections

Where this page comes from

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Data compiled Aug 20, 2026. Source: ADV_BULK. Your use of BrokerCheck data reproduced here is subject to FINRA's Terms of Use.

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