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    Asset Planning Corporation

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    Description

    • Asset Planning Corporation (APC) is an SEC-registered, fee-based financial planning and investment advisory firm in Knoxville, Tennessee. Founded in 1975 by the late P. Kemp Fain, Jr., CFP®, APC serves both families and institutional clients. As one of the oldest independent financial advisory firms in the country, we use our more-than-three-decades of accumulated wisdom to help transform people's lives. We provide an integrity-rich environment and utilize educational tools and a disciplined asset planning process, all to offer a unique client experience. We believe that we have built a holistic model for financial wellness, one designed for people who want good advice. Being a hometown small business means we are flexible for you. And, being nationally recognized as a leader in the industry means professional experience is at your doorstep, allowing you the opportunity for a truly enriched life.
    • location

      Headquarters:234 South Peters Road Suite 102, Knoxville, Tennessee, United States

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    • Asset Planning Corporation phone

      Phone Number: +1 865-690-1231

    • Asset Planning Corporation website

      Website: https://www.assetplanningcorp.com

    • Asset Planning Corporation employees

      Employees:11

    • Asset Planning Corporation revenue

      Revenue:$1 - 10M

    • Asset Planning Corporation legal name

      Legal Name:Asset Planning Corporation

    • Asset Planning Corporation's Social Media

      Asset Planning Corporation linkedin Asset Planning Corporation facebook Asset Planning Corporation twitter
    • done Is this data correct?

    • |  NAICS Code: 523930  |

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    Person level website identification

    Chief Compliance Officer for Asset Planning Corporation

    Suzanne Himes

    Chief Compliance Officer

    Person level website visitor identification

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    View Employees

    Suzanne Himes

    Chief Compliance Officer

    Cka Joe Ottaviano

    President

    Thomas Kosky

    Executive Vice President And Chief Investment Officer

    Paul Fain

    Chairman Emeritus

    Joe Ottaviano

    Vice President

    Frequently Asked Questions regarding Asset Planning Corporation

    • Where are Asset Planning Corporation's Headquarters?

      Asset Planning Corporation's Headquarters are in 234 South Peters Road Suite 102,Knoxville,Tennessee,United States

    • What is Asset Planning Corporation's phone number?

      Asset Planning Corporation's phone number is +1 865-690-1231

    • What is Asset Planning Corporation's official website?

      Asset Planning Corporation's official website is https://www.assetplanningcorp.com

    • What is Asset Planning Corporation's Revenue?

      Asset Planning Corporation's revenue is $1 - 10M

    • What is Asset Planning Corporation's NAICS code?

      Asset Planning Corporation's NAICS code is 523930

    • How many employees are working in Asset Planning Corporation

      Asset Planning Corporation has 11 employees

    • What is Asset Planning Corporation's Industry?

      Asset Planning Corporation is in the industry of Financial Services

    • Who is Asset Planning Corporation's Chief Compliance Officer?

      Asset Planning Corporation's Chief Compliance Officer is Suzanne Himes

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