Asset Planning Corporation
Asset Planning Corporation (CRD# 7890) is a financial advisory firm headquartered in Knoxville, TN. They manage $168,603,678 in 161 accounts and serve the financial needs of clients across 3 states (or territories).
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Total Assets Under Management169MILLION
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Total Number of Accounts161ACCOUNTS
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Average Account Value$1,047,228
- A percentage of assets under your management
- Hourly charges
- Fixed fees (other than subscription fees)
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses (other than small businesses) or institutional clients
- Educational seminars/workshops
LA, SC, TN
Paul Fain (CRD# 1790210) is an Investment Advisor Representative working at Asset Planning Corporation in Knoxville, TN and has over 29 years of experience in the finance industry. Paul Fain has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Kristine Davenport (CRD# 5747893) is an Investment Advisor Representative working at Asset Planning Corporation in Knoxville, TN and has over 2 years of experience in the finance industry. Kristine Davenport has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Stephen Carlson (CRD# 1950548) is an Investment Advisor Representative working at Asset Planning Corporation in Knoxville, TN and has over 24 years of experience in the finance industry.
Suzanne Himes (CRD# 4316045) is an Investment Advisor Representative working at Asset Planning Corporation in Knoxville, TN and has 1 year of experience in the finance industry. Suzanne Himes has taken additional exams to become a Certified Financial Planner (CFP®). CFP professionals must pass the comprehensive CFP Certification Examination, pass CFP Board's Fitness Standards for Candidates and Registrants, agree to abide by CFP Board's Code of Ethics and Professional Responsibility and Rules of Conduct which put clients' interests first and comply with the Financial Planning Practice Standards.
Joseph Ottaviano (CRD# 6618667) is an Investment Advisor Representative working at Asset Planning Corporation in Knoxville, TN and has 1 year of experience in the finance industry.