Our Firm

Our firm serves the wealth management needs of individuals and their families.  We are client-centric, providing comprehensive financial planning, investment management and other services tailored to your unique needs.  Our firm is a fiduciary and fee-only … always

 

Client Centric

Our firm is client centric. We know no two individuals or families are exactly alike.  And, we know one size does not fit all when it comes to wealth management.

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Fiduciary

Today, everyone calls himself a financial advisor.  But, not all financial advisors are fiduciaries.

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Fee-only

We are a fee-only firm. We provide fee-only wealth management services to individuals and their families.  This means we do not sell financial products of any kind … ever.

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Disclosures

Click on the links below to find out more about Asset Planning & Management's Form ADV Part 2, Privacy Policy and Disclosure Statement. 

Company Info

Asset Planning & Management, Inc.

422 West Riverside Ave. Suite 722
Spokane, WA 99201
Phone: 509-838-4175 or 888-864-8827
Fax: 509-838-4206
Email: info@assetplanning.com