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The document states that neither the SEC nor state authorities approve or verify the information and explains the relationship-building approach based on communication and transparency. It lists material changes since the prior annual amendment, future amendment practices, and provides contact details, with a detailed table of contents covering services, fees, client types, analysis and risk, and required disclosures.",{"@graph":69,"@context":122},[70,84,105],{"@type":71,"itemListElement":72},"BreadcrumbList",[73,77,79,82],{"item":74,"name":75,"@type":76,"position":8},"https://docshare.wps.com","Home","ListItem",{"item":78,"name":9,"@type":76,"position":14},"https://docshare.wps.com/document/",{"item":80,"name":40,"@type":76,"position":81},"https://docshare.wps.com/document/research-report/",3,{"item":83,"name":65,"@type":76,"position":19},"https://docshare.wps.com/document/form-adv-part-2a-disclosure-brochure-asset-planning-corporation-apc-financial-planning/203902/",{"url":83,"name":65,"@type":85,"image":86,"author":91,"headline":65,"publisher":94,"fileFormat":97,"inLanguage":63,"description":67,"dateModified":98,"datePublished":99,"encodingFormat":97,"isAccessibleForFree":100,"interactionStatistic":101},"DigitalDocument",{"url":87,"@type":88,"width":89,"height":90},"https://docshare.wps.com/thumbnails/form-adv-part-2a-disclosure-brochure-asset-planning-corporation-apc-financial-planning/203902.png","ImageObject",300,407,{"name":92,"@type":93},"Arica Lee","Person",{"url":74,"name":95,"@type":96},"DocShare","Organization","application/pdf","2026-10-07","2026-09-04",true,{"@type":102,"interactionType":103,"userInteractionCount":52},"InteractionCounter",{"@type":104},"ViewAction",{"@type":106,"mainEntity":107},"FAQPage",[108,114,118],{"name":109,"@type":110,"acceptedAnswer":111},"What is the purpose of Form ADV Part 2A in this document?","Question",{"text":112,"@type":113},"It provides information about the advisor’s qualifications and business practices, including topics related to conflicts of interest.","Answer",{"name":115,"@type":110,"acceptedAnswer":116},"Has the firm changed anything since the February 2, 2024 annual amendment filing?",{"text":117,"@type":113},"Yes. 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Peters Road, Suite 102 Knoxville, TN 37923 |\n| Phone Number | (865) 690-1231 |\n| Website Address | [www.APCplan.com](www.APCplan.com) |\n| E-mail Address | [info@apcplan.com](info@apcplan.com) |\n| Date of Last Revision | August 26, 2025 |\n\nThis Form ADV2A (“Disclosure Brochure”) provides information about the qualifications and business practices of Asset Planning Corporation DBA APC Financial Planning (the “Advisor”) . If you have any questions about the contents ofthis Disclosure Brochure, please contact the Advisor using one of the methods listed above. APC Financial Planning is a registered investment advisor with the U.S. Securities and Exchange Commission (“SEC”) . The information in this Disclosure Brochure has not been approved or verified by the SEC or by any state securities authority. Registration or notice filing is required for all persons meeting the definition of investment advisor and does not imply a certain level of skill or training.  \nAdditional information about APC Financial Planning is available on the SEC’s website at:  \n[www.adviserinfo.sec.gov](www.adviserinfo.sec.gov by searching with the Advisor)[ by searching with the Advisor](www.adviserinfo.sec.gov by searching with the Advisor)’s firm name or CRD\\# 7890.  \nForm ADV 2 is divided into two parts: Part 2A (the “Disclosure Brochure”) and Part 2B (the “Brochure Supplement”) . The Disclosure Brochure provides information about a variety of topics relating to an Advisor’s business practices and conflicts of interest. The Brochure Supplement provides information about the Advisory Persons ofAPC Financial Planning. For convenience, the Advisor has combined these documents into a single disclosure document.  \nAPC Financial Planning believes that communication and transparency are the foundation of its relationship with Clients and will continually strive to provide you with complete and accurate information at all times. APC Financial Planning encourages all current and prospective clients to read this Disclosure Brochure and discuss any questions you may have with the Advisor.  \nMaterial Changes  \nThe following material changes have been made to this Disclosure Brochure since the annual amendment filing on February 2, 2024:  \n• The Advisor no longer offers cash flow planning as a separate service. Please see Item 5 for additional information.  \n• The Advisor now operates under the name APC Financial Planning.  \n• [The Advisor now uses the @apcplan.com](The Advisor now uses the @apcplan.com) email domain.  \n• The Advisor’s minimum fee for management is now $5 ,000. Please see Items 5 and 7 for additional information.  \n• The Advisor’s website domain is now [https://apcplan.com/](https://apcplan.com/) .  \nFuture Changes  \nFrom time to time, the Advisor may amend this Disclosure Brochure to reflect changes in business practices, changes in regulations or routine annual updates as required by the securities regulators. This complete Disclosure Brochure or a Summary of Material Changes shall be provided to you annually and if a material change occurs.  \nYou may view the current Disclosure Brochure on-line at the SEC’s Investment Adviser Public Disclosure website at [www.adviserinfo.sec.gov](www.adviserinfo.sec.gov) by searching with the Advisor’s firm name or CRD\\#  \n7890. You may also request a copy of this Disclosure Brochure at any time by contacting the Advisor at (865) 690-1231 or by email at [info@apcplan.com](info@apcplan.com).  \nTable of Contents  \nCover Page ....................................................................................................................................................1  \nItem 2 – Material Changes ..........................................................................................................................2  \nItem 4 – Advisory Services ...............","cbCaieds1Rr2T42N","https://ap.wps.com/l/cbCaieds1Rr2T42N","pdf",450206,24,"English","# Cover Page\n# Item 2 – Material Changes\n# Item 4 – Advisory Services\n# Item 5 – Fees and Compensation\n# Item 6 – Performance-Based Fees and Side-By-Side Management\n# Item 7 – Types of Clients\n# Item 8 – Methods of Analysis, Investment Strategies, and Risk of Loss\n# Item 9 – Disciplinary Information\n# Item 10 – Other Financial Industry Activities and Affiliations\n# Item 11 – Code of Ethics, Participation or Interest in Client Transactions, and Personal Trading\n# Item 12 – Brokerage Practices\n# Item 13 – Review of Accounts\n# Item 14 – Client Referrals & Other Compensation\n# Item 15 – Custody\n# Item 16 – Investment Discretion\n# Item 17 – Voting Client Securities\n# Item 18 – Financial Information","[{\"question\":\"What is the purpose of Form ADV Part 2A in this document?\",\"answer\":\"It provides information about the advisor’s qualifications and business practices, including topics related to conflicts of interest.\"},{\"question\":\"Has the firm changed anything since the February 2, 2024 annual amendment filing?\",\"answer\":\"Yes. The brochure notes changes such as no longer offering cash flow planning as a separate service, operating under the APC Financial Planning name, and updates to minimum management fees and domains.\"},{\"question\":\"Does SEC or state registration mean the information is approved or verified?\",\"answer\":\"No. The document states the information has not been approved or verified by the SEC or state securities authorities.\"}]","Form ADV Part 2A Disclosure Brochure - Asset Planning Corporation - APC Financial Planning | PDF"]