Insights

Established Industry Presence With over 50 years of experience, APC Financial Planning is a well-established firm recognized for its credibility and expertise in the financial advisory space, making it a reliable partner for clients seeking trusted financial guidance.

High Revenue Potential Generating between 25 to 50 million dollars in revenue with a small team, APC presents opportunities for targeted service offerings and technology solutions that can support operational efficiency and client engagement at scale.

Technology Utilization The company's use of modern web and security technologies such as Cloudflare, WordPress, HTTP/3, and reCAPTCHA indicates openness to innovative platforms, providing a basis for offering advanced digital tools and cybersecurity solutions.

Leadership Changes Recent leadership appointments and strategic hires, including a new lead financial planner and a returning president, suggest a focus on growth and succession planning, creating opportunities for consultancy and tailored financial management products.

Local Market Focus Based in Knoxville with a community-oriented approach, APC serves a local client base while maintaining industry recognition, presenting prospects for regional marketing initiatives and community engagement solutions tailored to small and midsize financial firms.

APC Financial Planning Tech Stack

APC Financial Planning uses 8 technology products and services including Cloudflare, WordPress, PHP, and more. Explore APC Financial Planning's tech stack below.

Cloudflare

Content Management System

WordPress

Content Management System

PHP

Programming Languages

reCAPTCHA

Security

ZURB Foundation

UI Frameworks

HTTP/3

Web & Portal Technology

Gravity Forms

Web Platform Extensions

FitVids.js

Web Tools And Plugins

APC Financial Planning Email Formats	Example	Percentage
First@assetplanningcorp.com	John@assetplanningcorp.com	92%
FirstLast@assetplanningcorp.com	JohnDoe@assetplanningcorp.com	8%

APC Financial Planning Email Formats

Example

Percentage

First@assetplanningcorp.com

John@assetplanningcorp.com

92%

FirstLast@assetplanningcorp.com

JohnDoe@assetplanningcorp.com

Frequently Asked Questions

Where is APC Financial Planning's headquarters located?

APC Financial Planning's main headquarters is located at 234 South Peters Road Suite 102 Knoxville, Tennessee 37923 United States. The company has employees across 1 continents, including North America.

What is APC Financial Planning's phone number?

You can contact APC Financial Planning's main corporate office by phone at

+1-865-690-****

. For more prospecting data, LeadIQ has access to up-to-date and accurate contact information within our platform. Find, capture, and sync contact data to your CRM and sales tools in one click.

What is APC Financial Planning's official website and social media links?

APC Financial Planning's official website is apcplan.com and has social profiles on LinkedIn.

What is APC Financial Planning's SIC code NAICS code?

APC Financial Planning's SIC code is 6282 - Investment Advice NAICS code is 52 - Finance and Insurance.

How many employees does APC Financial Planning have currently?

As of March 2026, APC Financial Planning has approximately 8 employees across 1 continents, including North America. Key team members include Chief Compliance Officer: S. H.Chief Compliance Officer: S. H.President: P. L.. Explore APC Financial Planning's employee directory with LeadIQ.

What industry does APC Financial Planning belong to?

APC Financial Planning operates in the Financial Services industry.

What technology does APC Financial Planning use?

APC Financial Planning's tech stack includes CloudflareWordPressPHPreCAPTCHAZURB FoundationHTTP/3Gravity FormsFitVids.js.

What is APC Financial Planning's email format?

APC Financial Planning's email format typically follows the pattern of First@assetplanningcorp.com. Find more APC Financial Planning email formats with LeadIQ.

When was APC Financial Planning founded?

APC Financial Planning was founded in 1975.

APC Financial Planning

Q: What is APC Financial Planning's official website and social media links?

APC Financial Planning's official website is apcplan.com. APC Financial Planning has social profiles on LinkedIn.

Q: How many employees does APC Financial Planning have currently?

APC Financial Planning has approximately 8 employees.

Q: What technology does APC Financial Planning use?

APC Financial Planning's tech stack includes Swiper, Kinsta, easy pie chart, MySQL, Smush.

Financial ServicesTennessee, United States2-10 Employees

APC Financial Planning proudly celebrates 50 years of serving individuals and families in Knoxville and beyond! As a fee-only, fiduciary adviser, we carefully steward your goals and dreams for the future. Founded in 1975 by the late P. Kemp Fain, Jr., CFP®. APC Financial Planning (APC) is a registered investment advisor.

As one of the oldest independent financial advisory firms in the country, we use our multiple decades of accumulated wisdom to help transform people's lives. We provide an integrity-rich environment and utilize educational tools and a disciplined asset planning process, all to offer a unique client experience. We believe that we have built a holistic model for financial wellness, one designed for people who want good advice.

Being a hometown small business means we are flexible for you. And, being nationally recognized as a leader in the industry means our professional experience is at your doorstep, allowing you the opportunity for a truly enriched life.

Insights

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