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Please read the regulatory and consumer information below.







Asset Planning & Management is an investment advisory firm, registered with the State of Washington and Idaho under the Securities Act of Washington and State of Idaho Uniform Securities Act.  It 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.

You may contact the State of Washington, Department of Financial Institutions, Securities Division or State of Idaho, Department of Finance, Securities Bureau for information regarding the registration status of Asset Planning & Management. 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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