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Please read the regulatory and consumer information below.







Asset Planning & Management is an investment advisory firm, registered with the U.S. Securities & Exchange Commission under the investment Advisors Act of 1940.  It has made notice filings with the states of Washington and Idaho and may only transact business in those states or states in which it qualifies for an exemption from registration requirements. Any direct communication by the firm with a prospective client shall be conducted by a representative registered in that prospective client’s state of residence or who qualifies for an exemption from that state’s registration requirements.

Our website disseminates general information about our financial planning and investment advisory services only. It should not be construed as a solicitation or attempt to effect transactions in securities. Nor, should it be construed as rendering personalized financial planning or investment advice for compensation.

Asset Planning & Management does not make any representations or warranties as to the accuracy, completeness, or relevance of any information prepared by unaffiliated third party providers, whether that information is linked to our website or incorporated herein. All such information is provided for convenience purposes only and all users should be guided accordingly.

For additional information, please visit the SEC website at www.adviserinfo.sec.gov where you may search for us using our firm name or CRD number 116833.  Also, you may contact us to obtain a current copy of our Form ADV Part 2 (disclosure brochure) providing information about our business operations, services, and fees.


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