Asset Planning Corporation
- Regulatory AUM
- $104M
- Discretionary
- $104M
- Clients
- 136
- Avg AUM / client
- $767K
- Accounts
- 242
- Employees
- 5
AUM over time
Annual snapshots from Form ADV filings · as of Feb 04, 2026
Who they serve
| Client type | Clients | AUM | % of AUM |
|---|---|---|---|
| Individuals (non-high net worth) | 101 | $33.3M | 31.9% |
| High net worth individuals | 31 | $66.7M | 63.9% |
| Pension and profit sharing plans | 2 | $3.6M | 3.46% |
| Charitable organizations | 2 | $815K | 0.78% |
Retirement plan clients
Plans that reported this firm as an investment service provider on Form 5500 Schedule C.
| Plan | Location | Plan year |
|---|---|---|
| Summit Medical Group, Pllc 401(k) Profit Sharing Plan Summit Medical Group, Pllc | 2024 |
People (3)
roster as of Jul 20, 2026| Name | Role / title | Credentials | With firm since | Ownership |
|---|---|---|---|---|
| Renee Suzanne Post | President/Chief Compliance Officer | CFP | Jan 2011 (16y) | ≈ 37.5% – 75% via Financial Planning Investment Group, Inc. |
| Macloskey, Louis, James | Founder | Jun 2019 (7y) | ≈ 18.75% – 50% via Financial Planning Investment Group, Inc. | |
| Alexander Evan Ruby | Registered representative | Chartered Financial Consultant | Mar 2020 (6y) |
Entity owners (Schedule A/B)
| Entity | Title / status | Since | Sch. | Ownership |
|---|---|---|---|---|
| Financial Planning Investment Group, Inc. | Owner | Jan 2012 | A | 75% or more |
Undisclosed: 0% – 25% of the firm is not attributable from the filed Schedule A bands.
Estimated effective ownership (look-through of filed bands):
- Renee Suzanne Post: 50% – 75% of Financial Planning Investment Group, Inc. × 75% – 100% direct ≈ 37.5% – 75% of the firm
- Macloskey, Louis, James: 25% – 50% of Financial Planning Investment Group, Inc. × 75% – 100% direct ≈ 18.75% – 50% of the firm
Roster from the IAPD representatives feed; ownership and acquisition dates from Form ADV Schedule A/B. "Since" is the earliest filed registration or acquisition date.
Retirement plans served (1)
| Plan | Sponsor | Participants | Plan assets | As of |
|---|---|---|---|---|
| Summit Medical Group, Pllc 401(k) Profit Sharing Plan | Summit Medical Group, Pllc | 1,829 | $348M | 01/01/2024 |
From Form 5500 service-provider disclosures.
Documents (1 archived)
| Form | Period | Size | |
|---|---|---|---|
| Form ADV (full filing) | 02/04/2026 | 906 KB | View · PDF · Source ↗ |
Archived copies of the firm's regulatory filings, versioned by content hash.
Disciplinary disclosures
No disciplinary events reported on the firm's latest Form ADV filing.
How they charge
- • Percentage of assets under management
- • Hourly charges
- • Fixed fees
Services
- • Financial planning services
- • Portfolio management for individuals/small businesses
- • Pension consulting services
- • Other services
Custody
Reported custodians
- Pershing $104M (100% of AUM) Feb 2026
- National Financial Services (Fidelity) $14.2M (14% of AUM) Dec 2023
Amounts as reported in ADV Item 5.K.(3) (custodians holding 10%+ of SMA assets).
Firm reports having custody of client funds or securities (Item 9.A).
Source
All data on this page comes from this firm's Form ADV filings, reproduced without modification. Latest filing: Feb 04, 2026.
View current Form ADV (SEC/IAPD) ↗