Apc Financial Planning's Form ADV discloses 1.00% on the first $500,000, 0.95% on the next $500,000, 0.85% on the next $2 million, 0.75% on the next $2 million, 0.60% on the next $2 million, and negotiable rates above $7 million. See complete fee breakdown ↓
Yes. As an SEC-registered investment advisor (CRD #7890), Apc Financial Planning is subject to fiduciary duty under federal law.
Apc Financial Planning is headquartered in KNOXVILLE, TN.
Apc Financial Planning serves 116 high-net-worth clients according to their SEC filing dated August 26, 2025. View client details ↓
According to their SEC Form ADV, Apc Financial Planning offers financial planning, portfolio management for individuals, and portfolio management for institutional clients. View all service details ↓
Apc Financial Planning manages $407 million in client assets according to their SEC filing dated August 26, 2025.
According to their SEC Form ADV, Apc Financial Planning serves high-net-worth individuals and institutional clients. View client details ↓