Renee
Post
Asset Planning Corporation
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About this Advisor
Renee Post is a certified financial planner working in West Palm Beach, Florida with a total of 18 years of relevant experience. Post is currently employed by Asset Planning Corporation. Their career trajectory has included roles at Financial Planning Investment Group, Asset Planning Corp and Cambridge Investment Research, Inc. Post holds a Series 66 license, certifying them as both a securities agent and an investment advisor representative, and can work in Florida and Texas. Asset Planning Corporation is an advisory company operating out of West Palm Beach, FL. It oversees $100 million in assets across its 348 customer accounts, placing it among the mid-sized investment advisory firms in the United States by assets under management. Of its 348 accounts, 17% are held by high-net-worth investors who have at least $1 million in assets. Asset Planning Corporation provides a number of services, such as financial planning services, portfolio management for individuals and small businesses, pension consulting services and other services. Financial management fee schedules largely vary depending on which services are offered. However, fees charged by Asset Planning Corporation can consist of some blend of asset-based, hourly and fixed fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Asset Planning Corporation Brokerage Details
$100,445,291
9
348
$288,636
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other
Renee Post Work History
Renee has been registered as a financial advisor for 18 years.*
Cambridge Investment Research, Inc
Asset Planning Corp
Financial Planning Investment Group
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Renee Post to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Asset Planning Corporation
West Palm Beach, FL
West Palm Beach, FL
West Palm Beach, FL
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
