APC Financial Planning Employee Directory

Financial ServicesTennessee, United States2-10 Employees

APC Financial Planning is a Knoxville-based financial services firm that has served individuals and families for five decades. As a fee-only, fiduciary adviser and registered investment adviser, it focuses on helping clients pursue long-term financial goals through a disciplined asset planning process and an integrity-focused approach. The firm emphasizes a holistic model of financial wellness and a personalized experience rooted in its history as one of the country’s older independent advisory practices. Its rural-to-urban reach and nationwide recognition position it as a flexible, hometown business with professional credentials that extend beyond its local footprint.

Find APC Financial Planning employees' phone numbers or email addresses

APC Financial Planning Global Highlights

Location
Employees

North America
16

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  • United States Of America
    16

APC Financial Planning's Leadership

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    S. H.
    Chief Compliance Officer
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    S. H.
    Chief Compliance Officer
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  • Stylized image of a person
    P. L.
    President
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  • Stylized image of a person
    T. K.
    EVP & Chief Investment Officer
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    P. F.
    Chairman Emeritus
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    D. C.
    Owner And Orthodontist
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    S. H.
    Vice President
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    K. P.
    Director Of Operations
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APC Financial Planning Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Community & Social Services
  • Legal
  • Accounting
  • Other
  • Entrepreneurship

Contact profiles from APC Financial Planning

Name
Title
Contact Info
Location
Last Update
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    P. F.
    Chairman Emeritus
    Phone icon
    United StatesTennessee
    Sep 12, 2025
  • Stylized image of a person
    D. C.
    Owner And Orthodontist
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    P. L.
    President
    Phone icon
    Oct 17, 2024
  • Stylized image of a person
    S. H.
    Chief Compliance Officer
    Phone icon
    Apr 24, 2025
  • Stylized image of a person
    S. H.
    Chief Compliance Officer
    Phone icon
    United StatesTennessee
    Oct 16, 2024
  • Stylized image of a person
    T. K.
    EVP & Chief Investment Officer
    Phone icon
    United StatesFlorida
    Sep 18, 2024
  • Stylized image of a person
    S. H.
    Vice President
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    Oct 22, 2024
  • Stylized image of a person
    K. P.
    Director Of Operations
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    United StatesTennessee
    Jun 02, 2026
  • Stylized image of a person
    A. K.
    Senior Associate Adviser
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    United StatesTennessee
    Nov 20, 2025
  • Stylized image of a person
    D. M.
    Client Services Associate
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    United StatesTennessee
    Nov 12, 2025

Frequently Asked Questions

What is APC Financial Planning known for?

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APC Financial Planning was founded in 1975 operates in the Financial Services industry. The company's main headquarters is located in 234 South Peters Road Suite 102 Knoxville, Tennessee 37923 United States; you can contact the main corporate office by phone at . Explore APC Financial Planning's company overview page for more information.

What is APC Financial Planning's most common email format?

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APC Financial Planning employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more APC Financial Planning email formats with LeadIQ.

How many employees does APC Financial Planning have currently?

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APC Financial Planning has approximately 7 employees as of May 2026. These team members are located across 1 continents, including North America.

Who are APC Financial Planning's key employees and leadership?

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As of May 2026, APC Financial Planning's key employees include:

  • Chief Compliance Officer: S. H.
  • Chief Compliance Officer: S. H.
  • President: P. L.
  • EVP & Chief Investment Officer: T. K.
  • Chairman Emeritus: P. F.

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