ASSET PLANNING SERVICES LTD.

HARLEYSVILLE, Pennsylvania·6 registered advisors·CRD# 105727
SEC# 801-308301215-256-4600
01

Firm Overview

AUM
$816M
Regulatory assets under management
Employees
18
Total firm employees
Advisors
6
Registered representatives
02

Services & Fees

Advisory Services
Financial planning
Portfolio management (individuals)
Charitable organization or education services
Other
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03

Specialties

Financial PlanningInvestment Management
04

Advisors at ASSET PLANNING SERVICES LTD.

6 registered advisors
Bethany Jill Landis
HARLEYSVILLE, Pennsylvania
Daniel James Esquirell
HARLEYSVILLE, Pennsylvania
Michael Alan Halvorsen
HARLEYSVILLE, Pennsylvania
Michele Lyn Hewitt
HARLEYSVILLE, Pennsylvania
Richard John Volpe
HARLEYSVILLE, Pennsylvania
Sean Mark Roberts
HARLEYSVILLE, Pennsylvania
05

Office Locations

HARLEYSVILLE, Pennsylvania
6 advisors

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Data sourced from SEC Form ADV filings. ASSET PLANNING SERVICES LTD. (CRD# 105727) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at adviserinfo.sec.gov.