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Find Best Financial Advisors in Tennessee

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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 - 22-Jan-2023

Tennessee has 6 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 947 non-vetted advisors in your local area. These financial advisors in Tennessee have an average of 16 years of experience.

NOTE: The list of financial advisors in Tennessee mentioned below do 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
Russ Kefauver
AWMA®, Chartered Retirement Planning Counselor (CRPC®), CRPC®
KEFAUVER FINANCIAL PLANNING & WEALTH MANAGEMENT
1020 William Blount Dr.,
Maryville, TN 37801
15 Not Specified $0 Fee-Based
Jordan Wedell
CFP®
SAGESPRING WEALTH PARTNERS
801 Crescent Centre Dr. Suite 600,
Franklin, TN 37067
4 Not Specified Not Specified Fee-Based
Mitchell Horst
SELECT WEALTH ADVISERS
6075 Poplar Ave.,
Crescent Center STE 406,
Memphis, TN 38119
16 $110,000,000 $250,000 Fee-Based
Nick Palmer
CRPC®
PALMER WEALTH PLANNING
Serving Middle Tennessee.,
Nashville, TN 37209
5 Not Specified $100K+ Fee-Only
Travis Cullman
CFP®, CPFA
SAGESPRING WEALTH PARTNERS
136 Concord Rd,
Knoxville, TN 37934
7 Not Specified Not Specified Fee-Based
Flagship Financial Advisors
CMFC®, CRPC®, AAMS®, AIF®
FLAGSHIP FINANCIAL ADVISORS
5200 Maryland Way,
Suite 202,
Brentwood, TN 37027
52 Not Specified Not Specified Fee-Only

Information on Qualified Financial Advisors in Tennessee

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 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# 6685737
Firm CRD# 6694
Series 7, 66

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


Office Location 801 Crescent Centre Dr. Suite 600,
Franklin,
TN
37067
Phone Number 615-861-3510

Since he was in middle school, Jordan knew exactly what he wanted to do when he grew up – become a Financial Advisor. Jordan is an extremely sharp, customer service focused financial planning professional and has received his Series 7 and Series 66 licenses and Life and Accident/ Health Insurance license. In addition to these required licenses, Jordan has also earned the CFP®, CERTIFIED FINANCIAL PLANNER™ designation. Jordan graduated in Lexington, KY from the University of Kentucky and has called Nashville home since 2012. He is originally from Chicago, IL, and has had the fortune of growing up in a family of advisors with both his brother, father, and close family friend as mentors, each running top practices the Chicagoland area. They continue to inspire his passion for helping others, as well as his admiration for the service Financial Advisors help provide in the lives of their clients. In the early years of his career, Jordan was mentored by a handful of the largest and most successful financial advisors in the Raymond James network. During this time, he was responsible for coordinating complex planning strategies and processes for well over 200 financial plans. Prior to joining SageSpring, Jordan made a strategic decision to begin his career as an entrepreneur. Over several years he helped build and grow several early stage businesses, most notably launching a disruptive travel service, the North American sales and marketing headquarters for a European corporation, as well as doubling the revenue of an established corporation in less than two months. Jordan draws from that experience and is known for his forward-thinking initiatives, attention to detail, passion for reaching others hearts, and resourceful solutions in support of his clients’ goals.

About 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# 4935063
Firm CRD# 171991
Series 6, 7, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 6075 Poplar Ave.,
Crescent Center STE 406,
Memphis,
TN
38119
Phone Number 901-455-2355

As founder of Select Wealth Advisers, Mitchell D. Horst provides customized investment strategies for affluent clients looking to direct, increase, conserve, and transition their legacy. Mitchell has over fifteen years of experience in the financial services industry, providing him with the knowledge and skills necessary to offer a premium level of financial advice for his clients. Mitchell holds several Securities Licenses, including the Series 7, 63, 66, as well as a Life and Variable Annuity Insurance License. Mitchell acknowledges that each client relationship is critical, and uses this knowledge as the foundation for all the investment and financial planning advice he offers.
By utilizing state-of-the art technology and financial planning tools, coordinating with other institutional wealth managers, and following a disciplined process, Mitchell meticulously designs financial proposals that address each client's unique goals. Mitchell and the entire Select Wealth Advisers team are dedicated to asking the right questions to educate themselves on their client's precise circumstances and risk tolerances to ensure the investment strategies that are implemented are tailored to fit their lifestyle.
Mitchell spent his childhood in a small farming community just south of Green Bay, Wisconsin before attending Clarke College in Dubuque, Iowa. He earned a Bachelor of Science in Business Administration with a focus on Finance and Economics. Additionally, Mitchell's studies took him abroad where he spent three semesters studying in London, England, once again focusing on Economics and Finance. In 2005, Mitchell moved to Las Vegas and entered the financial services industry with Edward Jones Investments. Mitchell's years of experience and unique skillset have allowed him the opportunity to become a truly wholistic Investment Adviser to those he serves.
With a young family, spare time is not easy to come by, but when given the opportunity, Mitchell enjoys golfing and is energetically involved in the local community. He has held prestigious positions such as the President for the Las Vegas Southwest Rotary International Chapter, President for the Green Valley Kiwanis International Organization, Co-Chair for the Nevada School of the Arts Board of Trustees, as well as participating as a volunteer frequently with Nevada Childhood Cancer Foundation and Goodie Two Shoes.

About Select Wealth Advisers

Select Wealth Advisers was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide our clients with an extensive wealth design service through a personal and relaxing process that is specifically designed to aid clients in finding comfort, satisfaction, and confidence with their financial future. At Select Wealth Advisers, we help develop investment plans that can be followed with confidence through market ups and downs. Our track record as a provider of investment services to individuals and institutions shows our strategic focus is dedicated to providing unmatched client service.

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, Insurance Products & Annuities


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

Compensation/Fee Fee-Only, 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 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-only 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# 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 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 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

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


Top Financial Advisor Firms in Tennessee (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
FIRST HORIZON ADVISORS, INC
4990 Poplar Avenue , 3rd Floor,
Memphis, TN 38117
$13,592,747,629 9723 A percentage of AUM
Fixed fees
GERBER/TAYLOR MANAGEMENT LLC
40 South Main Street , Suite 1900,
Memphis, TN 38103
$9,877,460,265 48 A percentage of AUM
Performance Based
HIGHLAND CAPITAL MANAGEMENT, LLC
850 Ridge Lake Blvd , Suite 205,
Memphis, TN 38120
$3,445,259,161 979 A percentage of AUM
Performance Based
Other (SUBSCRIPTION FEES)
LBMC INVESTMENT ADVISORS, LLC
201 Franklin Road , Suite 400,
Brentwood, TN 37027
$1,896,867,329 1466 A percentage of AUM
Fixed fees
MARTIN & COMPANY INVESTMENT COUNSEL
Two Centre Square, Suite 200 , 625 South Gay St,
Knoxville, TN 37902-1669
$1,638,375,144 118 A percentage of AUM
PONDER INVESTMENT CO
10 Cadillac Drive , Suite 120,
Brentwood, TN 37027
$1,561,429,908 44 A percentage of AUM
LEE DANNER & BASS INC
3100 West End Avenue , Suite 1250,
Nashville, TN 37203
$1,475,356,161 893 A percentage of AUM
SUMMIT ASSET MANAGEMENT LLC
5100 Wheelis Drive , Suite 107,
Memphis, TN 38117
$786,469,609 1493 A percentage of AUM
Hourly charges
AB CUSTOM ALTERNATIVE SOLUTIONS LLC
501 Commerce Street,
Nashville, TN 37203
$721,000,000 4 A percentage of AUM
Fixed fees
Performance Based
WILEY BROS.-AINTREE CAPITAL, LLC
40 Burton Hills Blvd , Suite 350,
Nashville, TN 37215
$689,963,741 1612 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
$387,486,380 552 A percentage of AUM
Hourly charges
Fixed fees
TAYLOR SECURITIES, INC.
100 Winners Circle , Suite 400,
Brentwood, TN 37027
$286,771,526 336 A percentage of AUM
ROBINSON INVESTMENT GROUP INC
5301 Virginia Way Ste 150,
Brentwood, TN 37027
$47,481,989 100 A percentage of AUM
Fixed fees
ALLIANCEBERNSTEIN HOLDING L.P.
501 Commerce Street,
Nashville, TN 37203
$0 0 Other (SEE SCHEDULE D, MISCELLANEOUS)
ALLIANCEBERNSTEIN CORPORATION
501 Commerce Street,
Nashville, TN 37203
$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
    Andrew J. Venable
    Inquire with Andrew
    1111 Northshore Dr, Suite N 160, Knoxville, TN  37919 865-330-0716
    April Thurman - Ameriprise Financial Services, LLC - CLOSED
    Inquire with April
    22 Public Sq, Ste 1, Columbia, TN  38401 931-388-6346
    Bruce Gillen - Ameriprise Financial Services, LLC - CLOSED
    Inquire with Bruce
    22 Public Sq, Ste 1, Columbia, TN  38401 800-281-6574
    Amy Eubanks
    Inquire with Amy
    1382 Union University Dr, Jackson, TN  38305 731-891-9078
    Brian Osgood
    Inquire with Brian
    9724 Kingston Pike, Ste 1010, Knoxville, TN  37922 865-690-6169
    Bilyeu CPA Group, PC
    Inquire with Bilyeu
    314 Old Jamestown Highway, Crossville, TN  38555 931-484-8200
    Anna White
    Inquire with Anna
    371 Fountain View Cir, Alcoa, TN  37701 865-982-2653
    A. Brian Massengill
    Inquire with A.
    1111 Northshore Dr, Suite N 160, Knoxville, TN  37919 865-330-0710
    Brian Douglas
    Inquire with Brian
    138 Timber Creek Dr, Cordova, TN  38018 901-312-5099
    Amy J Schaefer
    Inquire with Amy
    6410 Poplar Avenue, Ste 600, Memphis, TN  38119 901-766-8105
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