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Portfolio Size of 100K and
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Personalized advice for portfolio size
of 100K & above
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.
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.
| Financial Advisor | Experience | AUM | Minimum Assets | Fee Structure |
|---|---|---|---|---|
| 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 |
| 25 Years | $0 | $250,000 | Fee-Based | |
| Not Disclosed | Not Specified | Not Specified | Not Specified | |
| 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 |
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.
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.
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
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.
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.
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
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
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
| Firm Name | No. of Advisors | No. of Clients | AUM | Fee Structure |
|---|---|---|---|---|
| 229 | 9723 | $13,592,747,629 | A percentage of AUM, Fixed fees
|
|
| 32 | 48 | $9,877,460,265 | A percentage of AUM, Performance Based
|
|
| 22 | 979 | $3,445,259,161 | A percentage of AUM, Performance Based, Other (SUBSCRIPTION FEES)
|
|
| 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
|
| 4 | 44 | $1,561,429,908 | A percentage of AUM
|
|
| 12 | 893 | $1,475,356,161 | A percentage of AUM
|
|
| 9 | 1493 | $786,469,609 | A percentage of AUM, Hourly charges
|
|
| 1 | 4 | $721,000,000 | A percentage of AUM, Fixed fees, Performance Based
|
|
| 52 | 1612 | $689,963,741 | A percentage of AUM, Hourly charges, Subscription fees, Fixed fees, Commision Based, Performance Based, Other (TRANSACTION FEE, 12B-1)
|
|
| 15 | 552 | $387,486,380 | A percentage of AUM, Hourly charges, Fixed fees
|
|
| 8 | 336 | $286,771,526 | A percentage of AUM
|
|
| 2 | 100 | $47,481,989 | A percentage of AUM, Fixed fees
|
|
| 0 | 0 | $0 | Other (SEE SCHEDULE D, MISCELLANEOUS)
|
|
| 0 | 0 | $0 | Other (SEE SCHEDULE D, MISCELLANEOUS)
|
* 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 |
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.
Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor.
A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.
While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.
Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.
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?
