Asset Planning Services Inc

Overview

Asset Planning Services Inc is an SEC registered investment adviser based in Covington, LA, registered since 1987. It reports $366M in assets under management across 516 accounts, with 5 employees. It has 2 investment adviser representatives.

Reported AUM

$366M

Discretionary

89%

Accounts

516

Average account

$708K

Employees

5

Advisory reps

2

Registered since

1987

Jurisdictions

3

As reported in the firm's February 2026 filing.

Contact

1 phone number on file

Practice

Services

• Financial Planning
• Individuals or Small Business
• Pension Consulting
• Portfolio Management for Businesses or Institutional Clients

Client types

• Corporations/Businesses
• High Net Worth Individuals
• Individuals
• Pension/Profit Sharing Plan

Fee structure

Fixed Fees and Percentage of Assets

Executive officers 2 of 2

• Claude Paul Duet President, Director, Chief Compliance Officer CRD 4332316
• Brenda Martinez Duet Secretary, Director CRD 4332333

Advisory reps 2 of 2

• Claude Paul Duet Investment Adviser Rep CRD 4332316
• Jillian Caruthers Nelson Investment Adviser Rep CRD 4428527

Location

Headquarters

509 W 21st Ave
Covington, LA 70433

County

Saint Tammany

Metro area

New Orleans-Metairie, LA

Region

South

Registrations

• SEC registered
• Registered in 3 jurisdictions

Every state, with registration dates

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