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Asset Planning,inc
Asset Planning, Inc. is a fee-only registered investment adviser headquartered in Cypress, California, founded in 2004. The firm specializes in comprehensive financial planning and wealth management for individuals, families, trusts, estates, and small businesses, with a focus on delivering objective, client-centered advice. Asset Planning, Inc. has grown steadily through its fiduciary service model and commitment to personalized strategies, serving a diverse client base in the Los Angeles and Orange County areas. The company currently employs at least six professionals, including CFPs and paraplanners.
Investment Strategy
Asset Planning, Inc. employs a client-centered, fiduciary investment approach focusing on personalized financial and investment plans tailored to each client's unique goals, values, and risk tolerance. As a fee-only RIA, the firm avoids commission-driven products, constructing diversified portfolios aligned with clients' objectives. Their services include holistic financial planning, tax optimization, retirement planning, and ongoing portfolio adjustments. Their investment management includes regular review, strategic rebalancing, and attention to tax efficiency, ensuring transparent and adaptable solutions for various life stages.
Latest 13F Filing Activity
Asset Planning,inc filed their most recent 13F report on Jun 30, 2025 disclosing 268 equity positions with a total 13F market value of $133M. The fund increased holdings in Amazon.com Inc., Transdigm Group Inc., Nvidia Corp. among other positions. Asset Planning,inc reduced exposure to Apple Computer Inc., Eli Lilly & Co., Unitedhealth Group Inc. among others.
Top Holdings
Equity Positions (268)
| Ticker | Security | Weight | Market Value | Shares | Avg Cost | Price | Change (QoQ) |
|---|---|---|---|---|---|---|---|
A AMZN | Amazon.Com Inc. | 10.63% | $14.1M | 64,311 | $219.39 | $219.39 | +$1.8M |
T TDG | Transdigm Group Inc | 10.10% | $13.4M | 8,809 | $1267.86 | $1520.64 | +$1.2M |
L LLY | Eli Lilly & Co | 8.21% | $10.9M | 13,982 | $772.00 | $779.53 | -$688.0K |
C COST | Costco Wholesale Corp - New | 5.52% | $7.3M | 7,404 | $916.27 | $989.94 | +$300.5K |
A AAPL | Apple Computer Inc | 4.85% | $6.4M | 31,361 | $250.42 | $205.17 | -$711.6K |
Industry Allocation
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