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ASSET PLANNING CORPORATION
ASSET PLANNING CORPORATION
KNOXVILLE, Tennessee
·
5 registered advisors
·
CRD# 7890
SEC# 801-11448
1
865-690-1231
01
Firm Overview
AUM
$372M
Regulatory assets under management
Employees
8
Total firm employees
Advisors
5
Registered representatives
02
Services & Fees
Advisory Services
Financial planning
Portfolio management (individuals)
Selection of other advisers
Compensation
Percentage of AUM
Hourly charges
Subscription fees
03
Specialties
Financial Planning
Investment Management
Wealth Management
04
Advisors at ASSET PLANNING CORPORATION
5 registered advisors
Carol Ottaviano
KNOXVILLE, Tennessee
CRD# 7495355
Donna J Fain
KNOXVILLE, Tennessee
CRD# 1496506
Joseph Ottaviano
KNOXVILLE, Tennessee
CRD# 6618667
Paul Kemp Fain
KNOXVILLE, Tennessee
CRD# 1790210
Suzanne Waddell Hornick
KNOXVILLE, Tennessee
CRD# 4316045
05
Office Locations
KNOXVILLE, Tennessee
5 advisors
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Data sourced from SEC Form ADV filings. ASSET PLANNING CORPORATION (CRD# 7890) is registered with the SEC as an investment adviser. View the firm's full regulatory filing at
adviserinfo.sec.gov
.