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BASSETT AND ASSOCIATES RETIREMENT PLANNING SERVICES, INC.

Advisory

FORT WAYNE, IN

Data as of Feb 12, 2026 · Source: SEC Form ADV

Average account
$106K
across 487 accounts
AUM per adviser
$52M
1 advisers

Source: SEC Form ADV. Figures as filed Feb 12, 2026.

Total AUM
$52M
1-Year AUM Growth
—
3-Year CAGR
—
Employees
1
Assets Under Management
Total AUM$52M
Discretionary AUM$52M
Non-Discretionary AUM$0
Discretionary %100%
Total Clients276
Team
Total Employees1
Investment Advisers1
Employee Growth (1Y)—
Registration
SEC RegisteredNo
Exempt ReportingNo
Legal StructureCorporation
Fiscal Year EndDecember
Operates InIN
Succession Risk
Peer Benchmarking
Owners & Officers
Client Demographics

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