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Find the Best Financial Advisors in Tennessee

A densely populated state like Tennessee has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Tennessee and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Tennessee

Last Updated - 23-May-2023

Tennessee has 7 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from and 963 non-vetted advisors in your local area. These financial advisors in Tennessee have an average of 22 years of experience.

NOTE: The list of vetted financial advisors in Tennessee mentioned below does not include all the advisors in our network due to their compliance listing restrictions. More vetted advisors may be available when you use our free match service to compare financial advisors near you in Tennessee.

List of Qualified Financial Advisors in Tennessee

Financial Advisor Experience AUM Minimum Assets Fee Structure
Nick Palmer
CFP®, CRPC®
PALMER WEALTH PLANNING
Serving Middle Tennessee.,
Nashville, TN 37209
6 Years Not Specified $0 Fee-Based
Russ Kefauver
AWMA®, Chartered Retirement Planning Counselor (CRPC®), CRPC®
KEFAUVER FINANCIAL PLANNING & WEALTH MANAGEMENT
1020 William Blount Dr.,
Maryville, TN 37801
15 Years Not Specified $0 Fee-Based
Vondal Davidson
CORNERSTONE WEALTH MANAGEMENT
575 Mall Blvd Ste L1,
Dyersburg, TN 38024
25 Years $0 $250,000 Fee-Based
Travis Anderson
TBH GLOBAL ASSET MANAGEMENT LLC
125 3rd Avenue North,
Franklin, TN 37064
Not Disclosed Not Specified Not Specified Not Specified
Travis Cullman
CFP®, CPFA
SAGESPRING WEALTH PARTNERS
136 Concord Rd,
Knoxville, TN 37934
7 Years Not Specified $100,000 Fee-Based
Discovery Partners Investment Center
DISCOVERY PARTNERS INVESTMENT CENTER
800 S First Street,
Union City, TN 38261
32 Years Not Specified $10,000 Fee-Based
Flagship Financial Advisors
CMFC®, CRPC®, AAMS®, AIF®
FLAGSHIP FINANCIAL ADVISORS
5200 Maryland Way,
Suite 202,
Brentwood, TN 37027
52 Years Not Specified $50,000 Fee-Only

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Information on Qualified Financial Advisors in Tennessee

Qualifications CRD# 6774451
Firm CRD# 313374
Series 7, 66

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location Serving Middle Tennessee.,
Nashville,
TN
37209
Phone Number 615-578-1800

Nick Palmer is an independent financial advisor based in Nashville, TN. He and his wife, Ellie, are both Nashville natives and met in the 5th grade. Nick's passion is to develop personalized strategies to help his clients live their best lives. Having spent his first 4 years in the industry with Edward Jones Investments, Nick founded Palmer Wealth Planning LLC to provide clients with unbiased, personalized advice. We are focused strictly on helping you, your family and your business.

About Palmer Wealth Planning

Palmer Wealth Planning

Palmer Wealth Planning LLC "PWP" is a boutique family wealth management firm based in Nashville, TN. PWP is a registered investment advisor offering advisory services in the State of Tennessee and in other jurisdictions where exempted. Founded in 2021 as a fee-based firm, PWP and its advisors serve as a fiduciaries to their clients.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 5295768
Firm CRD# 6413
Series 7, 66

Compensation/Fee Fee-Based, Flat Fee, Based on Assets


Office Location 1020 William Blount Dr.,
Maryville,
TN
37801
Phone Number 865-268-9585

Russ is an Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor with over 15 years of financial planning experience. He is a member of the Flagship Harbor Advisors network, and also a member of the Financial Planning Association. Russ also proudly supports the Foundation for Financial Planning which brings free, professional financial advice to wounded veterans, domestic violence survivors, and many others. Russ believes that every client needs help realizing their Big Ideas and that smart financial planning goes a long way toward helping clients enjoy life's simple pleasures.

About Kefauver Financial Planning & Wealth Management

Kefauver Financial Planning & Wealth Management

Kefauver Financial Planning & Wealth Management tends to focus on the needs of families and professionals, and those who look to us for serious financial planning and investment assistance on the approach to, and duration of, retirement. We'll strive to give you the attentiveness deserving of that important honor. From more than two decades of financial planning and service, we are convinced of three simple things: Everyone has BIG IDEAS to fund. You have meaningful, life-long aspirations. Whether retirement or something else, these need consistent action and a financial plan. We can help with both. Funding starts by AVOIDING MISTAKES. Our most important work is to help you avoid the Big Mistake: over-reaction to life stress or market conditions during moments that risk derailment of long-term plans. SMART PLANNING can help you get there. Flexible, comprehensive financial planning and thoughtful advice can provide reassurance as you endeavor to enjoy more of life's simple pleasures. Let's start today.


Qualifications CRD# 4275359
Firm CRD# 164666
Series 7, 63, 66

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 575 Mall Blvd Ste L1,
Dyersburg,
TN
38024
Phone Number 731-478-6330

Vondal specializes in Retirement Planning, Debt Management, and Tax Planning. He is part of the Investment Policy Committee at Cornerstone Wealth Management and a member of the President Advisory Board at Freed-Hardeman University. He holds the series 7,63 and 66 licenses through LPL Financial. Vondal works diligently with each client to develop a customized financial plan to help them pursue their personal goals. My mission is to help clients and families pursue and maintain financial freedom." Vondal works with clients to help preserve the wealth they've created, as they continue building a legacy for the future generations of family. In his free time, Vondal enjoys the outdoors, attending church with his family and spending time with his new grandson

About Cornerstone Wealth Management

Cornerstone Wealth Management

Cornerstone Wealth Management is a comprehensive investment advisory firm dedicated to making a positive financial difference for families and individuals. We do that by listening to clients' goals for the future, developing a customized financial plan to follow, and monitoring and adjusting that plan as life changes occur. Our advisors are independent, not affiliated with a particular investment firm, so we offer a wide range of investments and strategies that can help you pursue financial independence. At Cornerstone, the advisors ultimate responsibility is serving his or her clients. By developing an understanding of what their client needs and wants, advisors are able to support the client's interests and strive to preserve the client's assets. By partnering with Cornerstone Wealth Management, clients can feel confident that their best interests will be looked out for not only today, but far into the future.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 5527103
Firm CRD# 145536
Series 65

Compensation/Fee Based on Assets


Office Location 125 3rd Avenue North,
Franklin,
TN
37064
Phone Number 615-465-6397

Travis is one of the Managing Members at TBH Global with nearly $1 billion in AUM for clients, trusts, and entities. Almost 15 years before helping start TBH, Travis was an Assistant Vice President, Trust Officer and Senior Portfolio Manager with Fifth Third Bank. He focused on all of the fiduciary aspects of managing multi-million dollar portfolios for trusts, high net worth individuals, corporations, and non-profits. While at Fifth Third, he served on the Trust Investment Committee, Discretionary Action Quorum, and Portfolio Management Committee. Travis also managed the Private Bank department in Tennessee. While at Fifth Third, Travis managed over 85 million dollars of investible assets with a focus on risk-adjusted wealth preservation strategies. Prior to joining Fifth Third Bank, Travis worked as a Trust Officer at Independence Trust Company in Franklin, Tennessee.

Travis is a Williamson County native who attended Franklin High School. He holds a BS in Finance with a minor in Economics from the University of Tennessee. Travis graduated Summa Cum Laude at Middle Tennessee State where he obtained his MBA with a concentration in Finance. Travis also completed a three-year program at Southern Trust School, a specialty school for trusts. After graduating from Southern Trust School, he sat and passed his Certified Trust and Financial Advisor exam. Travis currently lives in Franklin, TN with his wife, Wren, his children, Olivia, Molly, and Scott, their two dogs Remi and Smokey, and his collection of RSVLTS shirts. In his free time he enjoys following politics, being outdoors, skiing, traveling, fishing, and attending football games. Travis and his wife are members at Rolling Hills Community Church. His past and current civic roles include the treasurer of the Williamson County UT Alumni Assoc., Vice President of the JL Clay Senior Citizens Center Board, member of the Williamson County Library Foundation Board, and treasurer of the Grassland Boys Lacrosse Club. He also serves on the board of a healthcare company, Tower Community Bank, and an conglomerate of restaurants.

About TBH Global Asset Management LLC

TBH Global Asset Management LLC

At TBH, in Franklin, TN, our team lives in the community we serve  Williamson County, Tennessee. We take pride in being a locally owned and operated firm, and we develop relationships that last for generations. We like to earn the privilege of those long-term relationships. Our clients' interests come first, and every relationship is treated as a partnership. Our goal with each client who walks through our door is to identify risks and surpass their financial expectations and goals.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management


Qualifications CRD# 6153106
Firm CRD# 6694
Series 7, 66

Compensation/Fee Fee-Based


Office Location 136 Concord Rd,
Knoxville,
TN
37934
Phone Number 865-686-5202

Growing up in the Lone Star State, Travis learned the meaning of hard work at an early age. Patching fence and feeding cows, Travis spent his childhood as a ranch hand helping his dad maintain 800 acres beneath the sweltering Texas sun. Cowboy boots and blue jeans were not only functional--they were necessary protection from thorns, ticks, and every other "challenge of nature" that ranch work presented!

Travis began his financial planning career with SageSpring. After marrying his college sweetheart, Travis saw an unfulfilled need in East Tennessee, so he started his own branch in Knoxville to serve the city and the surrounding communities.

Travis' true calling is working directly with clients, helping them plan their financial futures in a manner that aligns with their values and ensures their families will be confident in their finances. To help meet these goals, Travis leads Cullman Wealth Team and incorporates the expertise of attorneys, accountants, and other professionals to provide exceptional service and advice.

In order to meet the highest standards of professionalism and ethics in the industry, Travis is a CERTIFIED FINANCIAL PLANNER™ practitioner*. Travis enjoys working with fellow Dave Ramsey fans and supporting Financial Peace University coordinators.

Travis and his wife, Rebekah, live in Knoxville and are active members of their local church. They are enthusiastic fans of Dave Ramsey and the broader message of financial literacy and behavioral change pioneered by Ramsey Solutions. Travis' work and personal life are both guided by his faith and the Christian principles of honesty, generosity, compassion, and integrity. Outside of work, Travis enjoys music, football, fishing, woodworking, and spending time with his wife and three young children, Bryan, Brynleigh, and Tyler.

About SageSpring Wealth Partners

SageSpring Wealth Partners

SageSpring Wealth Partners operates as a family. Through our broker-dealer, Raymond James, we have the support of a large company, while offering you the intimate service of a small firm. We build our relationships through trust. Over time, we come together to serve you in your pursuit of financial independence and a plan for the future.


Qualifications CRD# 2024985
Firm CRD# 2024985
Series 63

Compensation/Fee Fee-Based, Commissions, Based on Assets


Office Location 800 S First Street,
Union City,
TN
38261
Phone Number 731-885-3600

About Discovery Partners Investment Center

Discovery Partners Investment Center

Discovery Partners Investment Center is a financial practice dedicated to helping individuals reach their financial goals. We work with you to create customized strategies that address your personal needs. We are located in Union City, Tennessee. and serve rural west Tennessee, as well as parts of Kentucky.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities


Qualifications Firm CRD# 283816
Series 6, 7, 31, 65, 66

Compensation/Fee Fee-Only, Flat Fee


Office Location 5200 Maryland Way,
Suite 202,
Brentwood,
TN
37027
Phone Number 615-823-2233

About Flagship Financial Advisors

Flagship Financial Advisors

Achievement and success often come with financial complexity. The Flagship Financial team can help simplify your financial life so you can live the life you envision. Our fact-based personalized investing approach, planning and management experience, and independence bring control and accountability to the entire relationship to better prepare you to weather surprises and minimize volatility. Using over Flagship Financial Advisors 50 Years of combined experience to guide through those challenges puts us in a position to impact lives on a daily basis.  Impacting lives & that is why we love our role.  The formulation of Flagship Financial Advisors was driven by the teams desire to provide clients the best financial solutions for their situations. We are honored to work with Trusted Partners, an exceptional clientele, fostering long-term relationships - built on trust, communication and mutual respect. Our coordinated approach is opposite of how most of the industry works. As FIDUCIARIES, we are legally bound to act in your best interests. And that's NOT the norm.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Customer Reviews

Top Financial Advisor Firms in Tennessee (Ranked by AUM)

Firm Name No. of Advisors No. of Clients AUM Fee Structure
FIRST HORIZON ADVISORS, INC
4990 Poplar Avenue, 3rd Floor, Memphis, TN 38117
229 9723 $13,592,747,629
A percentage of AUM, Fixed fees
GERBER/TAYLOR MANAGEMENT LLC
40 South Main Street, Suite 1900, Memphis, TN 38103
32 48 $9,877,460,265
A percentage of AUM, Performance Based
HIGHLAND CAPITAL MANAGEMENT, LLC
850 Ridge Lake Blvd, Suite 205, Memphis, TN 38120
22 979 $3,445,259,161
A percentage of AUM, Performance Based, Other (SUBSCRIPTION FEES)
LBMC INVESTMENT ADVISORS, LLC
201 Franklin Road, Suite 400, Brentwood, TN 37027
9 1466 $1,896,867,329
A percentage of AUM, Fixed fees
MARTIN & COMPANY INVESTMENT COUNSEL
Two Centre Square, Suite 200, 625 South Gay St, Knoxville, TN 37902-1669
6 118 $1,638,375,144
A percentage of AUM
PONDER INVESTMENT CO
10 Cadillac Drive, Suite 120, Brentwood, TN 37027
4 44 $1,561,429,908
A percentage of AUM
LEE DANNER & BASS INC
3100 West End Avenue, Suite 1250, Nashville, TN 37203
12 893 $1,475,356,161
A percentage of AUM
SUMMIT ASSET MANAGEMENT LLC
5100 Wheelis Drive, Suite 107, Memphis, TN 38117
9 1493 $786,469,609
A percentage of AUM, Hourly charges
AB CUSTOM ALTERNATIVE SOLUTIONS LLC
501 Commerce Street, Nashville, TN 37203
1 4 $721,000,000
A percentage of AUM, Fixed fees, Performance Based
WILEY BROS.-AINTREE CAPITAL, LLC
40 Burton Hills Blvd, Suite 350, Nashville, TN 37215
52 1612 $689,963,741
A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commision Based, Performance Based, Other (TRANSACTION FEE, 12B-1)
LAFFER TENGLER INVESTMENTS, INC.
103 Murphy Court, Nashville, TN 37203
15 552 $387,486,380
A percentage of AUM, Hourly charges, Fixed fees
TAYLOR SECURITIES, INC.
100 Winners Circle, Suite 400, Brentwood, TN 37027
8 336 $286,771,526
A percentage of AUM
ROBINSON INVESTMENT GROUP INC
5301 Virginia Way Ste 150, Brentwood, TN 37027
2 100 $47,481,989
A percentage of AUM, Fixed fees
ALLIANCEBERNSTEIN HOLDING L.P.
501 Commerce Street, Nashville, TN 37203
0 0 $0
Other (SEE SCHEDULE D, MISCELLANEOUS)
ALLIANCEBERNSTEIN CORPORATION
501 Commerce Street, Nashville, TN 37203
0 0 $0
Other (SEE SCHEDULE D, MISCELLANEOUS)

    List of Additional Advisors in Tennessee*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    1111 Northshore Dr, Suite N 160, Knoxville, TN  37919 865-330-0716
    22 Public Sq, Ste 1, Columbia, TN  38401 931-388-6346
    22 Public Sq, Ste 1, Columbia, TN  38401 800-281-6574
    1382 Union University Dr, Jackson, TN  38305 731-891-9078
    9724 Kingston Pike, Ste 1010, Knoxville, TN  37922 865-690-6169
    314 Old Jamestown Highway, Crossville, TN  38555 931-484-8200
    371 Fountain View Cir, Alcoa, TN  37701 865-982-2653
    1111 Northshore Dr, Suite N 160, Knoxville, TN  37919 865-330-0710
    138 Timber Creek Dr, Cordova, TN  38018 901-312-5099
    6410 Poplar Avenue, Ste 600, Memphis, TN  38119 901-766-8105

      Frequently Asked Questions

      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

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      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?