ASSET PLANNING CORPORATION

Advisory Business

Type of Organization	Corporation
Fiscal Year End	DECEMBER
Legal Location	Florida, United States

Employees

Total Number of Employees	7
Investment Advisory/Research	2
Registered Broker-Dealer Representatives	4
Registered State Investment Advisers	3
Licensed Agents of an Insurance Company	5
No. of Firms/People that Solicit Clients	0

RAUM

Provides Management of Securities Portfolios	Yes

Type	Accounts	RAUM
Discretionary	287	$90.3M
Non-Discretionary	0	$0
Total	287	$90.3M

Clients

Type	Number	RAUM
Individuals	125	$31.9M
HNW Individuals	30	$55.7M
Banking or thrift institutions	0	$0
Investment companies	0	$0
Business development companies	0	$0
Pooled investment vehicles	0	$0
Pension and profit sharing plans	<5	$1.6M
Charitable organizations	0	$0
State or municipal gov entities	0	$0
Other investment advisers	0	$0
Insurance companies	0	$0
Sovereign wealth funds and foreign official institutions	0	$0
Corporations or other businesses	<5	$1.1M
Other	0	$0

Type	Number
No. of Non-RAUM Clients	0
No. of Non-U.S. Clients	0
No. of Financial Planning Clients	1-10

Services

Advisory Services	Financial planningPortfolio management for individuals and/or small businessesPension consulting servicesHOURLY CONSULTING
Compensation	% of AUMHourly chargesFixed fees

Wrap Fee Program

Offers Wrap Fee Program	Yes

Acting As	RAUM
Sponsor	0
Portfolio Manager	0
Both for Same	90.3M

Portfolio Manager to Program	Sponsor
ASSET PLANNING CORPORATION WRAP FEE PROGRAM	ASSET PLANNING CORPORATION

Identifiers

SEC RIA File Number	801-63461
SEC ERA File Number	801-63461
SEC CIK Numbers	7773
SEC CRD Numbers	126242
Legal Entity Identifier	None

Principal Office

1615 FORUM PLACE
SUITE 1A
W. PALM BEACH
FL
United States

Websites

Chief Compliance Officer

No. Employees, Historic

RAUM, Historic

No. Clients, Historic