APP
20yrs
More experience than 60% of advisors nationwide
APP
San Mateo, CA. Legal name: Asset Planning and Protection LLC
About the firm
A registered investment advisory firm based in San Mateo, California. It manages about $12.9 million for roughly 76 individual clients. Services include financial planning, investment management for individuals and small businesses, retirement plan consulting.
How they work
How they’re paid ?A percentage of the assets they manage; Hourly fees; Flat or fixed fees
Typical client size ?$143,421
Assets under management ?$12.9 million
Individual clients76
Median years of experience14
FoundedNot stated
Services
Financial planningInvestment management for individuals and small businessesRetirement plan consultingOther services
Advisors at APP
2Advisors
14Median years of experience
1States with offices
–Offices
Also known as
Asset Planning and Protection LLC
About APP
How do I contact APP?
Call the main office at (949) 877-3505. The main office is at 1900 S. Norfolk St. Suite 350, San Mateo, CA 94403.
How is APP paid?
The firm reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask for your total yearly cost in dollars.
What services does APP offer?
Financial planning, Investment management for individuals and small businesses, Retirement plan consulting, Other services.
How many advisors work at APP?
We list 2 advisors currently registered with the firm.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.