The Asset Preservation Group

What The Asset Preservation Group does

The Asset Preservation Group, Inc. (APG) is an independent, SEC-registered investment advisor headquartered at 2750 William D Tate Avenue in Grapevine, Texas, serving affluent individuals and families across the United States. The firm specializes in coordinating investment management, risk management, retirement income strategies, tax planning, and estate planning into a single written deliverable called the Retirement LIFESTYLE Plan. Its team is composed of Certified Financial Planners® and investment managers with a combined 100 years of investment experience, supported by strategic in-office partnerships with CPA firms and two independent attorneys specializing in estate planning and family law, enabling integrated multi-disciplinary financial strategy under one roof.

The firm's underlying technology stack is conventional rather than proprietary: it relies on third-party financial planning software and a client portal (mainaccount.com) for account access, complemented by a content-driven Resource Center that distributes educational articles, videos, calculators, and presentations across retirement, estate, investment, insurance, tax, and lifestyle topics. No mobile applications, APIs, or proprietary software platforms are disclosed. Marketing is content-led and relationship-led, with email newsletters and direct website inquiry as the primary demand-generation channels, supplemented by a free FINRA BrokerCheck verification link for regulatory transparency.

APG operates a private, subscription-style recurring revenue model derived from advisory and asset-management fees typical of an RIA (fee structure is not publicly disclosed; prospective clients must contact the office). The company is privately held with no parent organization, subsidiaries, funding rounds, M&A activity, or public ownership disclosures. It holds no patents or trademarks and reports no formal awards or industry recognition in the available data. The firm is CCPA-compliant as of January 1, 2020, and operates from a single domestic location with stated reach into the broader U.S. client base.

Name

The Asset Preservation Group

Legal name

The Asset Preservation Group, Inc.

Website

https://apgmsh.com

Company type

Private

Operating status

Operating

Headcount range

1–10 employees

Short description

The Asset Preservation Group is an independent, SEC-registered investment advisor in Grapevine, Texas, that delivers integrated investment, risk, retirement-income, tax, and estate planning to affluent U.S. individuals and families through a written, personalized Retirement LIFESTYLE Plan.

Ownership category

akta.pro rank

Product category

Investment Advisory Services

NAICS

Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Retirement & Distribution Planning RIAs (401(k)/IRA/Pension Rollovers) (FSAAACAE)

akta.pro secondary industries

Retirement Income Planning & Decumulation Advisory (FSAEABAD), Estate & Legacy Planning Advisory (FSAEAAAG), Retirement & Pension Planning (401(k)/IRA) (FSAEAAAD)

Keywords

• Registered investment advisory
• Retirement income planning
• Wealth management services
• Estate planning services
• Tax planning coordination

Headquarters

HQ city

Grapevine

HQ country

United States

HQ region

North America

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

Personnel, Operations, Technology or R&D, Marketing or Sales, Others

Revenue model

1. Investment Advisory Fees: The firm operates as a Registered Investment Advisor providing advisory services. Advisory Services are offered through The Asset Preservation Group, Inc. (APG), a Registered Investment Advisor. Revenue is derived from advisory/management fees for investment management, retirement income strategies, and comprehensive financial planning services.

Pricing tiers

Go-to-market motion1 record

Distribution channels2 records

Marketing channels3 records

Core offering

The Asset Preservation Group is an independent Registered Investment Advisor that develops a written personalized Retirement LIFESTYLE Plan for each client. It sells integrated financial advisory services combining investment management, risk management, retirement income strategies, tax planning, and estate planning, delivered in-house by Certified Financial Planners with on-site CPA and estate planning attorney partners.

Product overview

The Asset Preservation Group offers a unified financial advisory service centered on its written personalized Retirement LIFESTYLE Plan. The core offering combines investment management, risk management, retirement income strategies, estate planning, and tax planning into a single coordinated strategy. Additional support services include educational resources through a Resource Center with articles, calculators, videos and presentations, plus a client portal for account access. Strategic partnerships with CPAs and estate planning attorneys provide specialized expertise.

Differentiator

Problem solved

Functional benefit

Products and services

• Retirement LIFESTYLE Plan
• Investment Management
• Risk Management Services
• Estate Planning Services
• Tax Planning Services

Segments1 record

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• CPA PartnerscoreStrategic or Co-development PartnerStrategic partnerships with Certified Public Accountants (CPAs) to provide coordinated tax planning and financial planning services for clients.
• Estate Planning and Family Law AttorneyscoreStrategic or Co-development PartnerStrategic partnerships with two independent attorneys specializing in Estate Planning and Family Law, operating from the firm's offices to provide integrated estate planning services.

Scale indicators3 records

Recent moves3 records

Expansion highlights3 records

Regional players

• North Star Resource Group: Independent financial advisory firm focused on retirement and estate planning for professionals and business owners. Similar integrated retirement/estate focus as APG, with a comparable practitioner-led, relationship-driven model.

Broad incumbents

• Edelman Financial Engines: Large national RIA offering financial planning and investment management across a wide client base. Similar retirement/integrated-planning value proposition as APG but serves a much broader retail-affluent audience.
• Empower (formerly Personal Capital): Hybrid digital RIA combining technology-driven financial planning and investment advisory for affluent investors. Comparable integrated-advice value proposition with strong technology differentiation APG lacks.
• Fisher Investments: Major independent investment management firm serving high-net-worth and institutional clients. Overlaps with APG in discretionary portfolio management for affluent households, but at much larger scale and with a more active-equity tilt.

Direct peers

• Mariner Wealth Advisors: Independent RIA providing comprehensive financial planning, investment management, tax, and estate services to high-net-worth individuals. Direct comparable in service mix; aggressive acquirer of smaller advisory firms.
• Carson Group: RIA-focused partnership platform serving independent financial advisors with back-office, technology, and investment support. Comparable to APG in the integrated-advice model, but operates an advisor-affiliation network rather than a single practice.
• Creative Planning: Large independent RIA offering integrated investment, retirement, tax, and estate planning to affluent households. Closely comparable business model to APG but at vastly greater scale; frequently acquires smaller RIAs.

Emerging players

• Facet Wealth: Digital-first RIA delivering financial planning and investment management through a remote, technology-enabled model. Comparable target customer (affluent households seeking integrated advice) but competes via tech-enabled delivery rather than in-person relationships.

Others

• Cambridge Investment Research: Independent broker-dealer/RIA support platform that provides custody, compliance, and technology services to thousands of independent RIAs. Relevant as an infrastructure peer and a potential affiliation/home for a small practice like APG.
• Commonwealth Financial Network: Independent broker-dealer/RIA support firm serving financial advisors with practice management, technology, and investment resources. Comparable ecosystem role for independent advisors; APG could conceivably affiliate as it scales.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights6 records

Customer concentration

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about The Asset Preservation Group