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Personalized advice for portfolio size
of 100K & above
Tennessee is a state known to proudly showcase its vibrant music industry. With its cost of living 8% lower than the national average and a thriving economy, Tennessee presents a promising economic climate that harbors potential for financial growth and stability for the state's 7 million residents. Whether you're looking to establish a business, explore real estate ventures, or embark on other investment endeavors, seeking the assistance of a knowledgeable and trustworthy financial advisor in Tennessee may be beneficial. We recommend that you begin your search for ranked financial advisors and advisory firms through WiserAdvisor's directory below. These screened financial advisors offer a range of financial services such as financial planning, investment management, wealth management, retirement planning, estate planning, and more.
Tennessee
has
9
WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to
choose from and
981
non-vetted advisors in your local area. These financial advisors in
Tennessee
have an average of
21
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 |
|---|---|---|---|---|
|
Bud Milligan
MBA, CRPC® MILLIGAN WEALTH MANAGEMENT 3725 Highway 196 South, Ste D, Collierville, TN 38017 |
12 Years | $44,000,000 | $100,000 | Fee-Based |
| 11 Years | $205,000,000 | $100,000 | Fee-Based | |
|
Randy Whitman
CLU®, RICP®, CFP®, ChFC® INSIGHT ALLIANCE 109 Westpark Drive Suite 150, Brentwood, TN 37027 |
13 Years | $0 | $25,000 | Fee-Based |
|
Russ Kefauver
AWMA®, CRPC® KEFAUVER FINANCIAL PLANNING & WEALTH MANAGEMENT 1020 William Blount Dr., Maryville, TN 37801 |
16 Years | Not Specified | $0 | Fee-Based |
| 25 Years | $0 | $250,000 | Fee-Based | |
| 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 |
| Not Disclosed | Not Specified | $250,000 | Not Specified |
Qualifications
CRD# 5862241
Firm CRD# 6413
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
3725 Highway 196 South, Ste D,
Collierville,
TN
38017
Phone Number
201-600-1680
I am an independent financial advisor and wealth manager with more than 12 years' experience. Over the years, I noticed that many larger broker dealers who owned their own products often recommended them without consideration of competitive products and services. That's why I made the decision to move to an independent broker dealer. With my industry experience, financial MBA, undergraduate degree in psychology, and a drive to provide personalize and distinct recommendations, my clients know they can depend on a carefully crafted plan to pursue their financial goals without the product-focused approach of larger companies. As an independent financial advisor, I am proud to manage the wealth for individuals who are professionals or executives in manufacturing, transportation/logistics, pharmaceuticals, and medical device industries. Wealth management services include managing investments, financial and estate planning strategies, and risk management planning. I also help businesses and employers manage their retirement plans through plan design, platform selection, financial wellness classes, and executive benefits. I live in Hernando, MS with my wife, two daughters, two dogs, two birds, and a cat. When I am not managing the practice, I enjoy golfing, running, hiking, camping, and fishing with my family.
We invite you to discover and experience the power of our services. We believe it has far-reaching benefits for our clients to get opinions from several sources with diverse backgrounds, education, and experience. No one strategy fits everyone, which is why every client gets our undivided attentionfrom planning to execution to follow-up. We take a proactive approach to helping you develop a strategy to address your financial goals and objectives, using the most efficient methods available. Recognizing that everyone encounters challenges along the way, we strive to anticipate and address those situations as they occur. We want to keep you on track toward a meaningful and purpose-driven financial future. We invite you to check out all the material on our website. If you have any questions, please send us an email or call the office. We look forward to speaking with you.
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, Insurance Products & Annuities
Qualifications
CRD# 5692581
Firm CRD# 6413
Series 7, 24, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
3401 Mallory Lane Ste 100,
Franklin,
TN
37067
Phone Number
619-729-4949
Jake has been a licensed financial advisor with LPL Financial since 2012. He is a CFA® charterholder as well as a Certified Financial Planner (CFP®). His financial practice is built around 3 generations and 40+ years of wealth management. While Jake's main focus is serving clients in the Nashville and San Diego area, he now assists nearly 200 clients across 16 states. Jake currently lives in the Nashville area with his wife and 4 boys. He differentiates himself by offering personalized investment management and striving to provide a unique unmatched client experience.
We bring over 45 years of experience assisting clients in developing strategies with the goal of creating, building, and sustaining wealth over time. We provide the most personal service available, thus earning a reputation for excellence in our community. Our investment strategies provide you with access to a large variety of well known companies. Our company is based on the principle that education and understanding of your current financial situation is vital to make successful prudent decisions.
Advisory Services Provided:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management
Qualifications
CRD# 5238356
Firm CRD# 46173
Series 7, 66
Compensation/Fee Fee-Based, Commissions, Flat Fee, Based on Assets
Office Location
109 Westpark Drive Suite 150,
Brentwood,
TN
37027
Phone Number
615-902-3647
Randy Whitman is the co-founder of Insight Alliance. Randy is a native of Nashville graduating from Hume-Fogg High School and graduate of Harding University. Randy uses his unique relational skills to uncover what his clients deeply value and applies a strategic financial process to each person's life. His clients enjoy a financial strategy confident that they have a representative in their financial decisions, clear about where their assets are taking them, and capable to achieve their dreams and objectives. Randy's greatest skill is fully understanding what each client desires and aligning those values to their financial life. He helps his clients on a variety of financial matters including business and estate planning, tax strategies, retirement income planning and investment planning. Randy develops strategies to help lead individuals and families into financial confidence as efficiently and effectively as possible. Randy lives in Nashville with his wife Beth and their two daughters Abby and Ainsley. Randy is active in his church community. In his leisure, he enjoys visiting Walt Disney World as often as possible. Registered Representative and Financial Advisor of Park Avenue Securities and Financial Representative of Guardian. CA #0G76338, AR #8816141
Wealth management is much more than managing your investments. It involves planning and preparing for your most precious life goals. Our wealth management process can help you determine what is really important to you. Whether it is building a prosperous retirement, building a legacy for your loved ones or simply generating wealth, your goals are unique to you. How successful you are in achieving your goals will depend on your investment strategy and the people you trust to implement it. Our team of professionals at Insight Alliance can help you achieve your dreams and goals with a balanced wealth management approach. Wealth management is about getting organized and designing an effective financial strategy. Keeping up with an ever changing financial landscape can be challenging, as personal financial information is spread among financial advisers, institutions and accounts. Insight Alliance will guide you through the labyrinth of options, introducing you to every platform design available, while giving you a complete understanding of each plan offering.
Advisory Services Provided:
Portfolio Management, Financial Advice & Consulting, Financial Planning for Businesses
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# 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
Qualifications
Firm CRD# 145536
Series 65
Compensation/Fee Based on Assets
Office Location
125 3rd Avenue North,
Franklin,
TN
37064
Phone Number
615-465-6397
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
| 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)
|
To find a list of registered financial advisors in Tennessee, you can utilize our Tennessee advisor directory as the majority of advisors listed there provide a range of services, such as retirement planning, investment management, estate planning, tax planning, insurance planning, and wealth management. The specific services that an advisor offers may depend on their area of expertise, so it's important to find an advisor whose services align with your needs and financial goals. Additionally, you may use the WiserAdvisor free match tool to connect with 2-3 registered and vetted financial advisors matched to your specific financial needs and objectives.
To check if a financial advisor in Tennessee has any disciplinary actions or complaints filed against them, you can use the Financial Industry Regulatory Authority's (FINRA) BrokerCheck tool. This tool enables individuals to complete a thorough background check on financial professionals like brokers, brokerage firms, financial advisors, investment advisors, advising firms, etc. The detailed information provided through BrokerCheck includes their employment history, certifications, licenses, and active or past violations within the last ten years so that you can make an informed decision while hiring an advisor. We recommend using this guide to know how to use BrokerCheck to evaluate a financial advisor’s credentials.
During the initial consultation with a potential financial advisor in Tennessee, it's recommended to ask them about their experience, areas of expertise, investment philosophy, fee and compensation methods, and their approach to financial planning. You should also ask about their fiduciary duty, which means they are legally and ethically bound to act in your best interests. It's important to choose an advisor who communicates clearly and transparently and whose values align with your own. To further understand if a financial advisor is best suited to your financial needs, consider using the following 10 Key Questions You Should Ask Your Financial Advisor.
The cost of hiring a financial advisor in Tennessee varies depending on the advisor's experience, services, and fee structure. Some advisors charge a percentage of assets under management, ranging from approx. 1.02% or a fixed rate of approx. $7,500 and above. Meanwhile, other advisors charge an hourly rate, fee-based, or solely earn a commission from financial product sales. It's important to understand the advisor's fee structure and any potential conflicts of interest before engaging in their services. To get a better understanding of how financial advisors charge and the factors influencing their fees, read more on what are the costs of hiring a financial advisor.
When choosing a financial advisor in Tennessee, look for some common credentials like Certified Financial Planner (CFP), Chartered Financial Analyst (CFA), or Chartered Financial Consultant (ChFC). These designations indicate that the advisor has undergone certified training in the field as a financial advisor and is committed to keeping your best interests a priority. To ensure you are making an informed decision while picking an advisor, explore the 6 common financial advisor certifications you need to know. To further explore the various credentials an advisor can hold, read more about advisor designations.
By working with an advisor who specializes in providing wealth management services, you can receive assistance in achieving your financial goals through personalized and comprehensive financial planning. The advisor can work closely with you to set clear objectives and devise a tailored financial plan encompassing investment management, tax planning, and risk management strategies. They also will regularly review and adjust the plan to accommodate changing circumstances and market conditions. To further explore how financial advisors listed on our directory for the state of Tennessee can support you, learn more about the different types of financial advisors and their areas of expertise.
Yes, Tennessee residents have access to a range of retirement planning strategies and/or options. They can participate in employer-sponsored plans like 401(k)s or 403(b)s, Roth IRAs, and state pension plans. Additionally, Tennessee residents can benefit from Social Security benefits, annuities, Health Savings Accounts (HSAs), and diverse investment accounts to further enrich retirement plans. If you are seeking to learn more about how a financial advisor can help in tailoring retirement strategies that align with your personal circumstances and state-specific regulations to secure your financial future in retirement, learn more about why you should hire a retirement advisor.
To determine the ideal retirement age and the timeline for your financial situation in Tennessee, several factors should be considered. Begin by assessing your current financial health, including savings, investments, and any employer-sponsored retirement plans. You also want to consider your anticipated Social Security benefits, desired lifestyle in retirement and expenses, and factors regarding your health and family longevity. To learn more about how to ensure your retirement is aligned with your financial capabilities and aspirations, learn more about the 6 important factors to assess your retirement readiness.
When choosing a financial advisor in Tennessee, you should consider factors including qualifications, years of relevant experience, method of compensation, and services offered. Additionally, it's important to ensure that an advisor has the necessary licenses and registrations with trusted regulatory organizations such as the Financial Industry Regulatory Authority (FINRA), the Securities and Exchange Commission (SEC), or the Tennessee State Securities Board. To learn more, read the guide on how to use FINRA's BrokerCheck tool to evaluate a financial advisor’s credentials.
When working with a financial advisor in Tennessee you can expect personalized guidance in managing your finances, setting goals, and creating a comprehensive financial plan. They will provide objective advice and help you navigate complex financial matters. Additionally, they will assist you in making informed investment decisions to optimize your financial well-being and strive to help you achieve your financial objectives. If you are considering working with a financial advisor, read more to explore what a financial advisor can do for you.
A retirement planning advisor in Tennessee can provide valuable guidance on optimizing your Social Security benefits by analyzing your unique financial situation. They can help you determine the most advantageous age to start claiming benefits based on factors such as your expected lifespan, other sources of income, and individual goals. They'll consider how working during retirement and potential tax implications might impact your benefits. Through careful analysis and personalized strategies, they can assist you in making informed decisions that maximize your Social Security benefits over the long term. To learn more about how you can further benefit from the help of a retirement planner, explore why you should hire a retirement advisor.
Yes, a financial advisor can help you create a comprehensive retirement income plan that considers your investments, pensions, and various income sources, tailored to Tennessee's specific financial landscape. They'll analyze your current financial situation, assess your retirement goals, and provide strategies to optimize income generation, manage taxes, and ensure long-term financial security, all while adhering to state-specific regulations and considerations.
How often you should meet with your financial advisor may depend on your specific financial situation and goals. For complex finances, you may need to meet with your financial advisor weekly or monthly, while for those with regular income and simpler investments, quarterly or annual meetings may be enough. Your advisor can assist in determining the suitable meeting frequency based on your circumstances. Read on to learn more about how often you should meet with your advisor.
