Asset Planning Corporation

Asset Planning Corporation (CRD# 7890) is a financial advisory firm headquartered in Knoxville, TN. They manage $371,554,899 in 899 accounts and serve the financial needs of clients across 5 states (or territories).

Current Firm Details
234 S. Peters Rd., Suite 102, Knoxville, TN 37923
https://www.facebook.com/assetplanningcorp/
By the Numbers
  • Total Assets Under Management
    372
    MILLION
  • Total Number of Accounts
    899
    ACCOUNTS
  • Average Account Value
    $413,298
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
Types of Clients
Registered States
The map below shows states where this firm has explicit registration only.

GA, NC, SC, TN, TX

Financial Advisors at Asset Planning Corporation
Showing 1 - 5 of 5 top financial advisors.
1
Stephen Carlson, financial advisor Knoxville TN
Stephen M. Carlson
CRD#: 1950548
234 S. Peters Rd., Suite 102, Knoxville, TN 37923

Stephen Carlson (CRD# 1950548) is an Investment Advisor Representative working at Asset Planning Corporation in Knoxville, TN and has over 31 years of experience in the finance industry.

2
Paul Fain, financial advisor Knoxville TN
Paul K. Fain
CRD#: 1790210
234 S. Peters Rd., Ste. 102, Knoxville, TN 37923

Paul Fain (CRD# 1790210) is an Investment Advisor Representative working at Asset Planning Corporation in Knoxville, TN and has over 36 years of experience in the finance industry.

3
Suzanne Hornick, financial advisor Knoxville TN
Suzanne W. Hornick
CRD#: 4316045
234 S. Peters Rd., Suite 102, Knoxville, TN 37923

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.

4
Joseph Ottaviano, financial advisor Knoxville TN
Joseph Ottaviano
CRD#: 6618667
234 S. Peters Rd., Suite 102, Knoxville, TN 37923

Joseph Ottaviano (CRD# 6618667) is an Investment Advisor Representative working at Asset Planning Corporation in Knoxville, TN and has over 8 years of experience in the finance industry.

5
Adam Kornegay, financial advisor Knoxville TN
Adam T. Kornegay
CRD#: 5313538
234 S. Peters Rd., Suite 102, Knoxville, TN 37923

Adam Kornegay (CRD# 5313538) is an Investment Advisor Representative working at Asset Planning Corporation in Knoxville, TN and has over 16 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

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