# ASSET PLANNING, INC

ASSET PLANNING, INC of LOS ALAMITOS, CA is an SEC-registered investment adviser.

## Registration

- CRD: 111535
- Type: SEC-registered investment adviser
- SEC file number: 801-62993
- Location: 4281 KATELLA AVENUE, SUITE 203, LOS ALAMITOS, CA, 90720
- Phone: 714-827-5794
- Latest filing: 2026-01-26
- Regulatory AUM: $553.5M
- Discretionary AUM: $552.3M
- Non-discretionary AUM: $1.1M
- Clients: 5
- Accounts: 973

## Business model

- Compensation: % of AUM, Hourly, Fixed
- Clients served: Individuals, High net worth

## Officers, owners & control persons (8)

| Name | Role | Location |
| --- | --- | --- |
| Sandra Cheryl Field | PRESIDENT | — |
| Carol Somoano | VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | Los Alamitos, CA |
| Erin Marie Nelsen | SECRETARY | — |
| FIELD SANDRA CHERYL | PRESIDENT; PRESIDENT/CHIEF COMPLIANCE OFFICER; PRESIDENT/COMPLIANCE OFFICER | — |
| BURCH DIANE KAY | TREASURER; VICE PRESIDENT | — |
| PATRICK CAROL JOLENE | SECRETARY | — |
| SOMOANO CAROL | VICE PRESIDENT; VICE PRESIDENT/CHIEF COMPLIANCE OFFICER | — |
| NELSEN ERIN MARIE | SECRETARY | — |


## Related pages

- Form ADV Part 2 brochure: https://search.stillhousedata.com/firm/111535/brochure
- Similar advisers: https://search.stillhousedata.com/firm/111535/similar
- Related entities: https://search.stillhousedata.com/firm/111535/related
- SEC IAPD (source of record): https://adviserinfo.sec.gov/firm/summary/111535

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Source: public SEC Form ADV data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.