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

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

Form ADV Part 2

Privacy Policy


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