Asset Planning Corporation

Retirement Plan Advisor

Knoxville, TN

About Asset Planning Corporation

<p>Financial planning and investment management are the focus at this registered investment advisor based in Knoxville, in East Tennessee’s Knoxville metro area. Asset Planning Corporation has been in business for over 50 years and works with individuals and families on long-term planning tied to real-life milestones.</p> <p>The firm’s planning work covers stages it frames as “Saving for the Future,” “Approaching Retirement,” and “Enjoying Retirement.” Alongside personal wealth management, the firm also provides 3(21) fiduciary support for workplace retirement plans as a <a href="/plan-advisors">plan advisor</a>, helping plan sponsors document advice and oversight around investments.</p> <p>Asset Planning Corporation recently joined Savant Wealth Management. It reports $0.4B in assets under management (2026). The firm operates from its Knoxville headquarters and works with clients through an advice-first, planning-driven process.</p> <p>What sets the practice apart is its long tenure paired with a clear, life-stage planning structure that keeps investment decisions tied to specific goals.</p> <ul> <li>Registered investment advisor (RIA) headquartered in Knoxville, Tennessee</li> <li>Over 50 years in business</li> <li>3(21) fiduciary services for retirement plans</li> <li>Financial planning for saving, pre-retirement, and retirement years</li> <li>$0.4B AUM (2026)</li> </ul>

Website: https://www.assetplanningcorp.com

Office Locations

  • Knoxville, TN (Headquarters)

Services Offered

  • 3(21) Investment Advisor

Client Statistics (2026)

  • Total Clients: 0
  • Total AUM: $406.6M

Plans Serviced (2024)

Largest plans where this firm is listed as a service provider (Schedule C) or IQPA (Schedule H) on the most recent filings (From Form 5500).

PlanSponsorAssetsParticipants
SUMMIT MEDICAL GROUP, PLLC 401(K) PROFIT SHARING PLANSUMMIT MEDICAL GROUP, PLLC, TN$348M1,829

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