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Asset Planning Corporation dba APC Financial Planning

EST. AUM
$406,642,405

CONTACTS
1

CLIENT ACCOUNTS
928

Firm Details

Metro area Knoxville
CRD Number 7890
Website apcplan.com
Client types

Overview

Asset Planning Corporation, operating as APC Financial Planning, is an independent, fee-only registered investment adviser that has been providing financial planning and investment management services since 1975. The firm was established in Knoxville, Tennessee, as one of the first independent financial planning practices in the United States. Its mission is centered on providing transparent, client-centered guidance through a fiduciary model, helping individuals and families navigate various life stages including wealth accumulation, retirement preparation, and legacy planning. In December 2025, the firm joined Savant Wealth Management to enhance its operational capabilities while maintaining its boutique service approach.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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