ASSET PLANNING CORPORATION
CRD #126242 SEC #801-63461 W. PALM BEACH, FL 561-689-5724
SEC Registered
Total AUM
$90.6M
Discretionary
$90.6M
Employees
5
Clients
10
Accounts
246
Firm Details
- Organization Type
- Corporation
- State of Formation
- Florida
- Fiscal Year End
- DECEMBER
- Registration Date
- --
- Latest Filing
- Feb 4, 2025
- Branch Offices
- 0
Advisory Services
No services reported
Compensation Methods
No compensation methods reported
Ownership
Direct Owners & Executive Officers (Schedule A)
| Name | Type | Title / Status | Ownership | Control |
|---|---|---|---|---|
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR | NA | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| POST, RENEE, SUZANNE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| POST, RENEE, SUZANNE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| POST, RENEE, SUZANNE | I | PRESIDENT/CHIEF COMPLIANCE OFFICER | NA | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| FINANCIAL PLANNING INVESTMENT GROUP, INC. | DE | OWNER | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/DIRECTOR | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | CHIEF COMPLIANCE OFFICER/PRESIDENT/DIRECTOR | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | PRESIDENT/DIRECTOR/CHIEF COMPLIANCE OFFICER | E | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT | B | Control |
| POST, RENEE, SUZANNE | I | VICE PRESIDENT | B | Control |
Indirect Owners (Schedule B)
| Name | Type | Entity | Ownership | Control |
|---|---|---|---|---|
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | E | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | D | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | D | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | D | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | D | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | D | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | D | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | D | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | D | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | D | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | D | Control |
| POST, RENEE, SUZANNE | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | D | Control |
| POST, RENEE, SUZANNE | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | D | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | C | Control |
| MACLOSKEY, LOUIS, JAMES | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | C | Control |
| POST, RENEE, SUZANNE | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | C | Control |
| POST, RENEE, SUZANNE | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | C | Control |
| POST, RENEE, SUZANNE | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | C | Control |
| POST, RENEE, SUZANNE | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | C | Control |
| POST, RENEE, SUZANNE | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | C | Control |
| POST, RENEE, SUZANNE | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | C | Control |
| POST, RENEE, SUZANNE | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | C | Control |
| POST, RENEE, SUZANNE | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | C | Control |
| POST, RENEE, SUZANNE | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | C | Control |
| POST, RENEE, SUZANNE | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | C | Control |
| POST, RENEE, SUZANNE | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | C | Control |
| POST, RENEE, SUZANNE | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | C | Control |
| POST, RENEE, SUZANNE | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | C | Control |
| POST, RENEE, SUZANNE | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | C | Control |
| POST, RENEE, SUZANNE | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | C | Control |
| POST, RENEE, SUZANNE | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | C | Control |
| POST, RENEE, SUZANNE | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | C | Control |
| POST, RENEE, SUZANNE | I | FINANCIAL PLANNING INVESTMENT GROUP, INC. | C | Control |
Registrations
Federal
IA
Feb 4, 2025 REGISTERED
Notice Filings (9)
CA CT DE FL LA NC NE NH TX
Address
1615 FORUM PLACESUITE 1A
W. PALM BEACH, FL 33401
United States
Phone: 561-689-5724