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Asset Planning Services, Ltd

EST. AUM
$365,570,218

CONTACTS
3

CLIENT ACCOUNTS
516

Firm Details

Metro area Tallahassee
CRD Number 104715
Website assetplaninc.com
Client types

Overview

Asset Planning Services is an independent financial services firm based in Santa Rosa Beach, Florida, founded in 1999 by Paul Newman, CLU®, ChFC®. The firm helps individuals and businesses create retirement strategies using a variety of investment and insurance products tailored to client needs and objectives. Its approach centers on the "ThreeBucket Blueprint," which separates income, growth, and legacy protection into distinct planning components. Securities and registered investment advisory services are offered through Silver Oak Securities, Inc., a member of FINRA/SIPC, which operates as a separate entity from Asset Planning Services.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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