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.
Each and every financial advisor in our network from large Fortune 500 companies to small independent financial firms are pre-screened for industry experience, disclosures and registrations with SEC and FINRA. Collectively, our Pre-Screened advisors, serve thousands of happy clients, managing billions of dollars and providing financial freedom and security for families and individuals like you.
| List of Qualified Financial Advisors in Tennessee | ||
|---|---|---|
| Financial Advisor | Office Location | Phone Number |
| Steven Glasgow Janney Montgomery Scott |
6700 Tower Circle Suite 200, Franklin, TN 37069 |
(615) 538-9931 |
| Russ Kefauver Kefauver Financial Planning & Wealth Management |
1020 William Blount Dr., Maryville, TN 37801 |
(865) 268-9585 |
| Bradley D. Church Private Ridge Wealth Management |
5617 Highway 153, Hixson, TN 37343 |
(423) 991-7817 |
| Gabriel Talley Edelman Financial Engines, LLC |
109 West Park Suite 120, Brentwood, TN 37027 2615 Medical Center Parkway, Murfreesboro, TN 37129 |
(615) 778-3232
(615) 778-3264 |
| William Nichols Lincoln Financial Advisors Corp |
2100 West End Ave., #800, Nashville, TN 37203 |
(615) 585-9975 |
| Dan Hill CFP® AIF® D. R. Hill Wealth Strategies, LLC |
725 Cool Springs Blvd, Franklin, TN 37067 |
(615) 482-4539 |
| Jonathan McAlister, CFP® Kimery Wealth Management |
6410 Poplar Avenue, Suite 100, Memphis, TN 38119 |
(901) 291-5507 |
Qualifications
CRD# 1942809
FirmCRD# 463
Series 3, 7, 63, 65
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Flat Fee
Office Location
6700 Tower Circle Suite 200,
Franklin,
TN 37069
Phone Number
(615) 5389931
Steven brings over 20 years of experience working with individual and institutional investors. A nationally recognized leader in the retirement plans space, Steven was named one of only five finalists for the 2013 PLANSPONSOR Retirement Plan Advisor of the Year Award. This recognition followed his ranking among the nation's Top 100 Retirement Plan Advisors for 2013 by PLANADVISOR magazine, a position he also held in 2012 along with Top 50 Defined Contribution Advisors for 2012 by 401k Wire. He is a member of BlackRock's DC Leaders Circle, a program focusing on recognized influencers in the defined contribution (DC) marketplace, and he frequently serves as a speaker at defined contribution professional conferences. Beginning his career as a municipal bond trader with Paine Webber / UBS, he moved to Nashville in 1995 and several years later joined Morgan Stanley. From 2004-2008 he was with Wachovia Securities and then Stanford Group as Senior Vice President / Financial Advisor, joined Avondale in 2009, and finally Janney in 2018. Steven received his bachelor's degree in finance from Auburn University and his MBA from the Crummer School of Business at Rollins College. He is a Chartered Financial Analyst (CFA), a graduate of the University of Pittsburgh's Katz School of Business Accredited Investment fiduciary (AIF) program, and holds the Plan Sponsor Retirement Professional (PRP) designation from the Plan Sponsor Institute. He resides in Franklin, TN with his wife and two children.
With roots dating to 1832, Janney Montgomery Scott LLC is a full-service financial services firm, providing comprehensive financial advice and superior service to individual, corporate and institutional investors. At Janney, our mission is to be the highest standard of success in financial relationships. Through our wealth management approach, we focus on the delivery of strategic financial plans that utilize a variety of financial products and services best suited to help individual investors and families meet their financial goals. Janney is equally committed to providing our corporate, municipal and institutional clients objective advice for the successful execution of their unique business plans. We provide a spectrum of advice based on your goals. From basic investment guidance to ongoing asset management, we will collaborate to assess your needs and customize an approach that works for you.
Qualifications
CRD# 5295768
FirmCRD# 6413
Series 7, 66
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Flat Fee
Office Location
1020 William Blount Dr.,
Maryville,
TN 37801
Phone Number
(865) 2689585
Russ is an Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor with over a decade 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# 4044195
FirmCRD# 146051
Series 7, 66
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Flat Fee, Hourly
Office Location
5617 Highway 153,
Suite 204,
Hixson,
TN 37343
Phone Number
(423) 9917817
Prior to forming Private Ridge Wealth Management, Mr. Church served a combined total of over 9 years as a Private Wealth Advisor at a national bank and as a Senior Financial Advisor with a national investment brokerage house. With over 20 years of industry experience, Mr. Church heads Private Ridge Wealth Management. Mr. Church leads the investment advisory team and coordinates the risk management and planning department. Mr. Church primarily focuses on individuals and families with a liquid net worth between $500,000 and $10 million. Prior to entering the wealth management industry, Mr. Church grew up in northern New Mexico, where he was an all-state quarterback. Mr. Church played football at the University of Tennessee - Chattanooga, where he graduated with a degree in Economics and a minor in Mathematics. Mr. Church is widowed and has two daughters, Gracie (12) and Ava (11).
Every person that is associated with Private Ridge Wealth Management understands that you invest to realize your dreams and goals - whether it's to enjoy a comfortable retirement, to travel, spend time with family, or simply have the freedom to live life on your terms, you have saved, sacrificed and invested to be able to realize those dreams. At Private Ridge, we understand that you don't invest so you can look at investment statements or performance reports - you invest to enjoy your life. We believe that a sound financial plan focuses on both investment and asset management AND risk management. We provide strategies to help manage and grow your assets while also instituting strategies to protect your assets. What Sets Private Ridge Apart While most firms will offer an investment portfolio and personal service, what sets Private Ridge Wealth Management apart is for every relationship with over $250,000 in net worth, we provide an individualized Investment Policy Statement AND Risk Management Statement. These two documents provide the parameters for why and how we invest, any personal criteria that you wish to designate and a clear explanation of how and why we institute any risk protection initiatives.
Qualifications
CRD# 6123199
FirmCRD# 104510
Compensation/Fee
Fee Based Only - No Commissions
Office Location
109 West Park Suite 120,
Brentwood,
TN 37027
Phone Number
(615) 7783232
Office Location
2615 Medical Center Parkway,
Suite 1560,
Murfreesboro,TN 37129
Phone Number
(615) 7783264
Joined Financial Engines in 2019. Began his career in the financial services industry in 2012. Earned the CERTIFIED FINANCIAL PLANNERTM (`) certification(s). Bachelor of Science in Family Financial Planning from the University of Georgia. Gabriel is married to Pamela and they have one daughter; Caroline and a son on the way. He enjoys building things and working with his hands and watching college football.
Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisor, recognized by both InvestmentNews1 and Barron's2, with 180+ planner offices across the country and entrusted by more than 1.1 million clients to manage more than $200 billion in assets. Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1Ranking and status for 2017. For independence methodology and ranking, see InvestmentNews Center (http://data.investmentnews.com/ria/); 2The Top 40 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, the size and experience of teams, and the regulatory records of the advisers and firms. Firms elect to participate, but do not pay to be included in the ranking. Investor returns/experience are not considered. 2018 ranking refers to Edelman Financial Services (EFS), which combined its advisory business in its entirety with Financial Engines Advisors L.L.C. (FEA) in November 2018. For the same survey, FEA received a precombination ranking of twelfth.
Qualifications
CRD# 1936533
FirmCRD# 3978
Series 6, 7, 63
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Flat Fee
Office Location
2100 West End Ave., #800,
Suite 800,
Nashville,
TN 37203
Phone Number
(615) 5859975
He is an investment adviser representative and registered representative with Lincoln Financial Advisors Corporation, a registered investment adviser and broker/dealer. Member SIPC. He has worked over 30 years in the financial services industry, and has been associated with the Nashville office of Lincoln Financial Advisors since 1994. He has earned the prestigious Chartered Retirement Planning CounselorSM professional designation. Achieving the CRPC® designation helps advance Lincoln Financial Advisor's goal of providing client-centered financial planning services, and preparing clients to navigate the changing retirement landscape with confidence. Bill is backed by some of the most specialized legal, tax and investment specialists in the country. His business is to coordinate your financial situation on a cross-disciplinary basis, taking into account the tax, legal, financial and product perspectives. His focus is to optimize the financial position with respect to the accumulation, conservation and ultimate distribution of wealth for retirees, wealth accumulators, businesses and nonprofit organizations. He is a member of the Million Dollar Round Table (MDRT), Financial Planning Association, the Volunteer State Community College Foundation Board of Trustees, and has held positions in community, church and civic organizations. Mr. Nichols is married to Sandra of Springfield, TN and they have three children and five grandchildren. To qualify for the MDRT, members must meet a certain level of premium, commission or income during the year.
Our Philosophy: Serve first, long-term relationship, strict confidentiality. Coordinate with your current advisors to create a team of experienced professionals working on your behalf- Educate you as to your alternatives so you may make informed decisions. Develop a resource center to provide up-to-date information for your particular situation. Action orientation.
Qualifications
CRD# 3188300
FirmCRD# 149511
Series 65
Compensation/Fee
Fee-Based (Fee and Commissions), Based on Assets, Commissions, Flat Fee, Hourly
Office Location
725 Cool Springs Blvd,
Suite 600,
Franklin,
TN 37067
Phone Number
(615) 4824539
Dan is now entering his 21st year in the financial service industry. He is a 1978 graduate of The College of William and Mary School of Business Administration. He holds the professional designation of Certified Financial Planner" professional, and has his Series 65 and Life and Health Insurance licenses. Dan has been awarded the Accredited Investment Fiduciary®(AIF®) designation from Fiduciary360 (fi360). The AIF® designation signifies knowledge of fiduciary responsibility and the ability to implement policies and procedures that meet a defined standard of care. Dan resides in Spring Hill. His oldest son, Derek, lives in Atlanta, Brett and Sarah, the newlyweds, live in Richmond, VA. Dan has been an active member of the community with his involvement in Youth League and American Legion Post 39 baseball as a coach for twenty-seven years. Dan Hill is an Investment Advisor representative of Hill Wealth Strategies, serving customers in Nashville and surrounding communities. Dan Hills mission is to provide local families and businesses with innovative financial strategies, solutions and planning that will lead to financial clarity and security.
Technologies, political administrations and financial challenges will change, but like the principles for successfully navigating a boat, the principles for managing your investment portfolio remain constant - no matter what your craft! Maintaining your "sanity" in even normal times is a challenge when it comes to your investments. Add some choice new tax laws, reshaping the landscape in America's healthcare, continued struggles in the Middle East and upheaval in the European Union and it can get downright frustrating. At the end of the day, though, a diversified portfolio across the free world's capital markets have consistently provided a significant return in excess of inflation. Government bonds the world over continue to be the best source of stability for the fixed income allocation in a portfolio. Our goal is to help you focus on what truly matters in order to achieve peace of mind about your investments and make you a confident investor. Technology is great, but it's no substitute for good old, personal interaction. Don't let the technology keep you from giving us a call or firing off an email to ask us a question, or get more information about becoming one of our many confident clients. We look forward to seeing how we can be a part of making your dreams come true and watching you become a confident investor!
Qualifications
CRD# 5775445
FirmCRD# 288229
Series 66
Compensation/Fee
Fee Only, Based on Assets, Flat Fee
Office Location
6410 Poplar Avenue, Suite 100,
Memphis,
TN 38119
Phone Number
(901) 2915507
As a financial planner, Jonathan brings nearly a decade of experience serving individuals, families, businesses and foundations to help them successfully create, grow and preserve wealth through custom-made investment portfolios and tailored wealth planning strategies. Prior to joining Kimery Wealth Management in 2020, Jonathan spent 2 ½ years at Legacy Wealth Management and nearly 6 years at Shoemaker Financial, where was a member of the firm's Field Council. Additionally, while at Shoemaker Financial, he served as a mentor and trainer for new advisors as well as a financial planner. Jonathan received his B.B.A with a major in risk management, insurance, and financial planning from Mississippi State University. While an active student, he bought, grew and successfully exited a small consumer goods business in Starkville, MS during the financial crises. He remains active in the Mississippi State community having previously served as vice president, president and chairman of Mississippi State University's Memphis Maroon Club. In 2013, he received the Outstanding Young Alumnus award for his work with the Memphis Maroon Club. He is a regular speaker at Mississippi State University College of Veterinary Medicine and has spoken at multiple other colleges and national conferences on financial planning and investment management. Jonathan is a CERTIFIED FINANCIAL PLANNER" professional and practices as a fee-only fiduciary. Jonathan also works with the Community Foundation of Greater Memphis serving as a member of their Advisory Team for GiVE 365.
Kimery Wealth Management is a privately-owned investment advisory practice that specializes in family wealth advising and institutional consulting for individuals, family groups and nonprofits. We create highly personalized financial strategies that are designed to preserve and grow your wealth conservatively over time. We deliver comprehensive insights and relevant expertise as we provide sophisticated investment strategies that match your most intricate goals and needs.
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