Insights

Niche Market Focus Asset Planning Group specializes in personalized financial advisory services for clients seeking financial stability and independence, indicating an opportunity to target clients in need of tailored wealth management solutions.

Small Scale Advantage With a lean team of 2-10 employees, the company offers a highly personalized service approach that could be enhanced through flexible, scalable financial technology solutions to support growth and improved client engagement.

Technology Utilization Their tech stack, including PHP, MySQL, and media tools, suggests openness to adopting innovative digital solutions, presenting a chance to introduce advanced CRM, data analytics, or client portal systems to improve efficiency.

Revenue Potential Operating within an industry dominated by large firms like Charles Schwab and Fidelity but with a smaller revenue bracket, Asset Planning Group has potential for growth through enhanced marketing, digital transformation, and expanded service offerings.

Competitive Edge Being a registered investment advisor with a focus on personal service positions Asset Planning Group to differentiate itself in a crowded market, making tailored marketing and partnership opportunities with complementary financial service providers highly relevant.

Similar companies to Asset Planning Group, LLC

Asset Planning Group, LLC Tech Stack

Asset Planning Group, LLC uses 8 technology products and services including LiteSpeed Cache, MySQL, Google Fonts API, and more. Explore Asset Planning Group, LLC's tech stack below.

LiteSpeed Cache
Caching
MySQL
Database
Google Fonts API
Font Scripts
Font Awesome
Font Scripts
Twemoji
Font Scripts
jQuery Migrate
Javascript Libraries
PHP
Programming Languages
MediaElement.js
Video Players

Media & News

Asset Planning Group, LLC's Email Address Formats

Asset Planning Group, LLC uses at least 1 format(s):

Asset Planning Group, LLC Email Formats	Example	Percentage
First@assetplanninggroup.com	John@assetplanninggroup.com	25%
Last@assetplanninggroup.com	Doe@assetplanninggroup.com	25%
First@assetplanninggroup.com	John@assetplanninggroup.com	25%
Last@assetplanninggroup.com	Doe@assetplanninggroup.com	25%

Frequently Asked Questions

What is Asset Planning Group, LLC's phone number?

You can contact Asset Planning Group, LLC's main corporate office by phone at

+1-814-536-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is Asset Planning Group, LLC's official website and social media links?

Asset Planning Group, LLC's official website is assetplanninggroup.com and has social profiles on LinkedIn.

How much revenue does Asset Planning Group, LLC generate?

As of December 2025, Asset Planning Group, LLC's annual revenue is estimated to be $500K.

What is Asset Planning Group, LLC's SIC code NAICS code?

Asset Planning Group, LLC's SIC code is 8742 - Management Consulting Services NAICS code is 52 - Finance and Insurance.

How many employees does Asset Planning Group, LLC have currently?

As of December 2025, Asset Planning Group, LLC has approximately 2 employees across 1 continents, including North America. Key team members include President: F. B.President: H. K.. Explore Asset Planning Group, LLC's employee directory with LeadIQ.

What industry does Asset Planning Group, LLC belong to?

Asset Planning Group, LLC operates in the Financial Services industry.

What technology does Asset Planning Group, LLC use?

Asset Planning Group, LLC's tech stack includes LiteSpeed CacheMySQLGoogle Fonts APIFont AwesomeTwemojijQuery MigratePHPMediaElement.js.

What is Asset Planning Group, LLC's email format?

Asset Planning Group, LLC's email format typically follows the pattern of First@assetplanninggroup.com. Find more Asset Planning Group, LLC email formats with LeadIQ.

When was Asset Planning Group, LLC founded?

Asset Planning Group, LLC was founded in 1981.

Asset Planning Group, LLC

Q: How many employees does Asset Planning Group, LLC have currently?

Asset Planning Group, LLC has approximately 2 employees.

Q: What technology does Asset Planning Group, LLC use?

Asset Planning Group, LLC's tech stack includes Yoast SEO, MediaElement.js, Google Fonts API, LiteSpeed Cache, MySQL.

Financial ServicesPennsylvania, United States2-10 Employees

Asset Planning Group Inc was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide the most personal service available for each of our clients, and to help create financial stability and security to provide financial independence. 

Securities and investment management advisory services offered through Cadaret, Grant & Co., Inc. Member FINRA/SIPC
Financial Planning advisory services offered through Franklin A. Banfer, CFP a Pennsylvania Registered Investment Advisor.
Franklin A. Banfer, CFP, Asset Planning Group, LLC and Cadaret, Grant & Co., Inc. are separate entities.