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- Custodian
- Charles Schwab & Company ยท TD Ameritrade
- Clients
- Retail and Institutional
- Platforms
- Beacon
- Established Date
- 02-13-1998
- Office Locations
- 1
Office Locations
About Asset Planning, INC
Asset Planning, Inc. is a California-based fiduciary RIA providing personalized financial planning and customized, commission-free investment management. The team supports clients from early career through retirement and generational-wealth transitions, with planning that includes tax strategies, Social Security/pension optimization, and 401(k) rollover guidance. Client experience is relationship-led and supported by secure remote meeting and real-time planning updates; custody includes Charles Schwab.
Team overview
Insights
Asset Classes
Client Personas
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
SANDRA CHERYL FIELD
President, Wealth Advisor
- CRD
- #1419210
- Ownership
- 50% but less than 75%
CAROL SOMOANO
Chief Compliance Officer, Financial Advisor, VICE PRESIDENT
- CRD
- #4972541
- Ownership
- 25% but less than 50%
Meridian crest
Crest pioneer
- CRD
- #65038
- Ownership
- 46.3%
Showing 2 of 3 owners & executives
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Tiarra L Johnson
Analyst
- CRD
- #7364101
Melani Rose List
Paraplanner
- CRD
- #6992366
Showing 2 of 5 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $552,342,089 | $570,012 |
| Non-Discretionary | $1,122,777 | $280,694 |
| Total | $553,464,866 | $568,823 |
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Separately Managed Accounts
Total SMA Asset: $553,464,866
| Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $1,605,343,019 | 20.7% |
| Equity - Exchange | $1,302,887,088 | 16.8% |
| Cash | $1,869,022,549 | 24.1% |
| Corporate - Investment Grade | $1,869,022,549 | 24.1% |
| U.S. Government/Agency | $581,646,021 | 7.5% |
| Municipal Bonds | $527,359,059 | 6.8% |
| Total | $7,755,280,285 | 100.0% |
13F Holdings | Q1 2026
| Issuer | Class | Cusip | Ticker | % | Value |
|---|---|---|---|---|---|
| RIDGE ZENITH ALPHA | NORTH MOMENTUM | 3Z5PBN3XB | KWCLP | 6.02% | $87,627,642 |
| MATRIX VERTEX RIDGE | OPTIMA OPTIMA | VMXMJB9GW | DRV | 11.12% | $23,469,480 |
| BRIDGE CREST | VECTOR ELEMENT | 6G2S2CDKD | CLTY | 8.67% | $58,153,837 |
| PRIME VITAL | FUSION EAGLE | H26TVMBVZ | YHJ | 10.88% | $34,107,203 |
| EAGLE OAK | QUANTUM RADIAL | CFQ1WKYX4 | IUKIP | 3.67% | $38,157,731 |
| BRIDGE BRIDGE PATHWAY | TIMBER VALUE | YJ1Y1RR2L | FTV | 9.01% | $101,524,592 |
| BEACON FOUNDATION VALUE | CATALYST INSIGHT | QPX22GA73 | WVHFS | 3.24% | $34,419,037 |
| DELTA RADIAL | MOMENTUM FUSION | 5BLJJ1S59 | HAY | 1.31% | $24,307,873 |