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Joseph Ottaviano

ASSET PLANNING CORPORATION·KNOXVILLE, Tennessee
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234 S. PETERS RD., KNOXVILLE, TN 37923CRD# 6618667Firm CRD# 7890
01

About

Joseph Ottaviano is a registered financial advisor based in KNOXVILLE, Tennessee, affiliated with ASSET PLANNING CORPORATION. This profile is generated from public SEC and FINRA registration data.

02

Focus Areas

Specialties
Financial Planning
Investment Management
Wealth Management
Client Types
Individuals
High Net Worth Individuals
03

Firm Overview

Firm
ASSET PLANNING CORPORATION
ASSET PLANNING CORPORATION
AUM
$372M
Regulatory assets under management
Employees
8
Total firm employees
View all advisors at ASSET PLANNING CORPORATION →
Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
04

Background

Compensation
Percentage of AUM
Hourly charges
Subscription fees
Regulatory
SEC/IARD CRD# 6618667
Firm CRD# 7890
No disclosures on file
View on FINRA BrokerCheck →

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05

Frequently Asked Questions

What services does Joseph Ottaviano offer?
Joseph Ottaviano specializes in Financial Planning, Investment Management, Wealth Management. Contact their office in KNOXVILLE, Tennessee for a consultation.
What are Joseph Ottaviano's credentials?
Joseph Ottaviano is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.
Where is Joseph Ottaviano located?
Joseph Ottaviano is based in KNOXVILLE, Tennessee, working with ASSET PLANNING CORPORATION. Their office serves clients in the KNOXVILLE metropolitan area and surrounding communities.
How does Joseph Ottaviano charge for services?
Joseph Ottaviano's firm is compensated through percentage of aum, hourly charges, subscription fees. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.
How large is ASSET PLANNING CORPORATION?
ASSET PLANNING CORPORATION has approximately 8 employees and manages $372M in regulatory assets under management. The firm is registered with the SEC as an investment adviser.
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Other advisors in KNOXVILLE
Clinton Louis Ward — GSV EQUITY HOLDINGS, LLCBarbara Catherine Mcnally — SSN ADVISORY, INC.Donna J Fain — ASSET PLANNING CORPORATIONJonathan Elmer Maas — SSN ADVISORY, INC.Yvonne M Marsh — MARSH WEALTH MANAGEMENT, LLC
Nearby cities in Tennessee
NASHVILLE (391)MEMPHIS (374)CHATTANOOGA (164)BRENTWOOD (154)FRANKLIN (76)
City Guides
NASHVILLE GuideMEMPHIS GuideCHATTANOOGA GuideBRENTWOOD GuideFRANKLIN Guide
Research
Advisor Fees in TennesseeNational Fee Analysis
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