How does the advisor help clients – Key Takeaways:
Financial planning can be a complex and overwhelming process for many individuals. That’s where Asset Planning Corporation comes in. Serving as a trusted advisor to their clients, the firm offers personalized financial planning and investment management services. Through its team of experienced advisors and comprehensive range of financial services, Asset Planning Corporation helps its clients achieve their financial goals and plan for a secure future.
Facts and Insights:
Founded in 1983, Asset Planning Corporation has been in business for over 35 years and has grown to become a leading financial advisory firm. The company is headquartered in Knoxville, Tennessee and has a team of 6 advisors who collectively manage over $400 million in client assets.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $400 million | 6 | 35+ years |
Financial Services Offered:
Asset Planning Corporation offers a wide range of financial planning and investment management services to its clients, including but not limited to:
- Retirement planning
- Investment management
- Estate planning
- Tax planning
- Insurance solutions
- College planning
Client Types:
The firm caters to a diverse range of clients, including individuals, families, business owners, and professionals. Their services are tailored to meet the unique financial needs and goals of each client, regardless of their background or financial situation.
Fees & Compensation:
Asset Planning Corporation operates on a fee-only basis, meaning that their advisors are compensated solely by the fees paid by their clients. This ensures that their recommendations are unbiased and in the best interest of their clients. The firm also offers a complimentary initial consultation to potential clients to determine if their services are a good fit.
Background:
The team at Asset Planning Corporation is made up of experienced and knowledgeable advisors who are dedicated to providing personalized and comprehensive financial planning services. Their collective expertise, combined with their client-centered approach, has helped the firm earn the trust and confidence of their clients over the years.
Financial Advisor Disclosures to Know:
As a member of the financial industry, Asset Planning Corporation is committed to transparency and providing full disclosure to their clients. Some important disclosures to note include:
- Registered investment advisor
- Acting as a fiduciary for clients
- No history of regulatory actions or complaints
Overall, Asset Planning Corporation serves as a trusted partner and ally for individuals and families seeking professional financial guidance. With its team of experienced advisors, comprehensive range of services, and commitment to transparency and client satisfaction, the firm has established itself as a leading financial advisory firm in the industry.