# APP

> APP is a state-registered investment advisory firm in San Mateo, CA, registered since 2023, reporting under $25 million in regulatory assets under management in its Form ADV filing dated March 16, 2026.

- CRD: 324537
- Legal name: Asset Planning and Protection LLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: San Mateo, CA
- Filing period: October 2026
- Form ADV filing dated: March 16, 2026
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/324537
- AdvisorCensus page: https://advisorcensus.com/firm/app-san-mateo-ca-324537

## Quick answers

**How is APP compensated?**
On its Form ADV (Item 5.E, October 2026), APP reports these compensation arrangements: a percentage of assets under its management; hourly charges; fixed fees (other than subscription fees). The amounts are in Item 5 of its Form ADV Part 2A brochure.

**Where is APP located?**
APP's principal office is in San Mateo, CA, according to its Form ADV.

**Is APP registered with the SEC or a state?**
APP is a state-registered investment advisory firm, registered since 2023. Status as filed: APPROVED. CRD 324537.

**How much does APP manage?**
APP reports $12,900,000 in regulatory assets under management in its Form ADV filing dated March 16, 2026 (100% discretionary).

**What types of clients does APP serve?**
By number of clients on Form ADV Item 5.D: individuals (other than high net worth individuals) (76).

**Does APP report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/324537

## From the Form ADV filing

### Compensation (Item 5.E)
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)

### Regulatory assets under management (Item 5.F)
- Total: $12,900,000
- Discretionary: $12,900,000
- Non-discretionary: $0

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 76 | $6,300,000 |
| High net worth individuals | Fewer than 5 | $4,600,000 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | Fewer than 5 | $2,000,000 |

### Advisory services (Item 5.G)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pension consulting services
- Other

### Firm details
- Registered since: 2023 (3 years)
- Employees: 1 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: CA
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- assetplanprotect.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. APP (CRD 324537): Form ADV filing data as of October 2026.