Asset Planning Corporation
Asset Planning Corporation (CRD# 7890) is a financial advisory firm headquartered in Knoxville, TN. They manage $326,564,839 in 812 accounts and serve the financial needs of clients across 5 states (or territories).
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Total Assets Under Management327MILLION
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Total Number of Accounts812ACCOUNTS
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Average Account Value$402,173
- 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
- Pension consulting services
NC, SC, TN, TX, VA
Stephen Carlson (CRD# 1950548) 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 (CRD# 1790210) is an Investment Advisor Representative working at Asset Planning Corporation in Knoxville, TN and has over 34 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.
Suzanne Hornick (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 Hornick 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 over 6 years of experience in the finance industry. Joseph Ottaviano 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.
Kevin Miller (CRD# 7386164) is an Investment Advisor Representative working at Asset Planning Corporation in Knoxville, TN and has 1 year of experience in the finance industry.