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 |
| James Whitehead CFP® Shoemaker Financial |
2176 West St Suite 100, Germantown, TN 38138 |
901-757-5757 |
| Russ Kefauver CRPC®, AWMA® Kefauver Financial Planning & Wealth Management |
1020 William Blount Dr., Maryville, TN 37801 |
865-268-9585 |
| Gabriel Talley CFP® Edelman Financial Engines, LLC |
109 West Park Suite 120, Brentwood, TN 37027 |
615-628-3204 |
| William Nichols CRPC® Lincoln Financial Advisors Corp |
2100 West End Ave., #800, Nashville, TN 37203 |
615-585-9975 |
| D. Anthony Wright Retirement Specialty Group, Inc |
1125 Perimeter Park Drive, Cookeville, TN 38501 |
931-738-4733 |
| Bob Robbins Robbins Capital Management Inc. |
936 Mountain Creek Road, U219, Chattanooga, TN 37405 |
423-991-8555 |
Qualifications
CRD# 4492242
FirmCRD# 15296
Series 6, 7, 66
Office Location
2176 West St Suite 100,
Germantown,
TN 38138
Phone Number
901-757-5757
We empower clients in developing their wealth while protecting their legacy Professional Services Risk Management Retirement and Estate Financial Strategies for Businesses Investments Family Wealth Counseling Group Benefits Fee-Based Financial Planning Financial strategies for Divorce Education University of Memphis BBA, 1991 Kaplan College, Certificate of Financial planning,2002 Corporation of long Term care, CLTC, 2006 Institute of Divorce Financial Analysts, CDFA, 2007 Institute of Business and Finance, CFS, 2008 Center for Fiduciary Studies AIF, 2008 Series 6,7 and 66 Securities Registrations Life /Health / Property & Casualty License Registered Representative and Investment Advisor Representative for Securian Financial Services, Inc. Experience Extensive Consulting work assisting clients with Cash Flow, Financial Position, Investment Strategies, Income Strategies, Protection Strategies, Retirement Preparation, Estate Planning, Wealth Management, Business Succession Strategies. Other areas of expertise: Estate Planning, Executive Benefits Strategies, Fee-Based Plan Design, Tax Favored Corporate Compensations, Business Continuation, Selective Employee Benefit Plans, 401K Services, Design Group Life, Health and Disability, Life Insurance, Disability Insurance and Long Term Care Insurance, Investment and Retirement Preparation. Guest Speaker and lecturer at numerous local and national conferences. Family Kamala Cim, Aubrey, Corbin, Hayden, Cole and Elijah Don't keep me a secret. Let me be a resource for those you care about
Shoemaker Financial is a comprehensive financial planning firm committed to helping our clients improve their long-term financial success. We offer a wide range of quality financial products and the professional advice of qualified and experienced financial professionals. We offer a complete line of products and services, as well as diverse financial expertise and responsive service. From insurance needs to college funding, retirement or estate planning, were committed to helping you accomplish your long-term financial objectives. Our financial professionals use a series of discussions and financial analysis to help you determine and help achieve your goals and priorities. Using your financial analysis, we examine many areas of your finances and help you coordinate each of them to define a well-balanced strategy of savings, investments, risk management, asset protection, and preservation.
Qualifications
CRD# 5295768
FirmCRD# 6413
Series 7, 66
Compensation/Fee
Fee-Based, Based on Assets, Flat Fee
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 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# 6123199
FirmCRD# 104510
Compensation/Fee
Fee-Based
Office Location
109 West Park Suite 120,
Brentwood,
TN 37027
Phone Number
615-628-3204
I enjoy finding outside-the-box solutions to my clients' financial situations and thrive off the "aha" moment that occurs when clients gain an understanding of the financial planning process. I love spending time with my wife, Pamela; our two kids, Caroline and Cooper; and our two dogs, Jax and Teddy. When I'm not in the office, you will find us strolling around local parks and spending time outdoors.
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, Based on Assets, Flat Fee
Office Location
2100 West End Ave., #800,
Suite 800,
Nashville,
TN 37203
Phone Number
615-585-9975
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# 5562960
FirmCRD# 5562960
Series 6, 63, 65
Compensation/Fee
Fee-Based, Based on Assets, Flat Fee
Office Location
1125 Perimeter Park Drive,
Suite 301,
Cookeville,
TN 38501
Phone Number
931-738-4733
From humble beginnings, Anthony's vision was simple. The Company's focus is, Faith-Based Investing, ensuring their clients that their money will not be used to fund Abortions, Same-Sex Marriages, Pornography, and Sex Trafficking to name a few. Being an Investment Advisor Representative, and an Ordained Minister, Anthony uses "Bible Approved and Bible Safe Investments". His focus is, Faith-Based Investing or Biblical Responsible Investing as it is often referred too. He is a published author and Faith-Based Investing Coach, and is committed to developing long term relationships with all his clients helping them make sure they arent investing in companies that use their money towards areas that are contrary to their beliefs. What began in a small office in his home, Anthony could not feel more blessed to see his dream become a reality. Anthony maintains the standard that people dont care how much you know, until they know how much you care about them and their personal situation. Today, RSG operates their business nationwide from Cookeville, TN. Anthony Wright is the President and CEO of Retirement Specialty Group, Inc. He earned a ministerial degree from Rhema Bible College in Broken Arrow, Oklahoma and is still an Ordained Minister. After graduation, he built several highly successful businesses and then became Senior/Lead Pastor at a church in Gatlinburg, Tennessee. In 2012, after spending several years assisting friends and family with their financial needs, he decided to take the next step and founded Retirement Specialty Group, Inc. Born and raised in Tennessee, Anthony and his wife, Maria, have four children and five grandchildren. They reside in Cookeville, TN
The Company's focus is, Faith-Based Investing, ensuring their clients that their money will not be used to fund Abortions, Same-Sex Marriages, Pornography, and Sex Trafficking to name a few. Being an Investment Advisor Representative, and an Ordained Minister, Anthony uses "Bible Approved and Bible Safe Investments". His focus is, Faith-Based Investing or Biblical Responsible Investing as it is often referred too. He is a published author and Faith-Based Investing Coach, and is committed to developing long term relationships with all his clients helping them make sure they arent investing in companies that use their money towards areas that are contrary to their beliefs
Qualifications
CRD# 1269785
FirmCRD# 134137
Series 63, 65
Compensation/Fee
Fee Only
Office Location
936 Mountain Creek Road, U219,
Chattanooga,
TN 37405
Phone Number
423-991-8555
Chattanooga, TN. Fascinated with the stock market and economy since age 14. Baylor High School. Dartmouth College A.B. (B.A.), First Lieutenant US Army Artillery Forward Observer (FO) and Fire Direction Officer in Vietnam Combat. Longest continuously serving FO in the Americal Division (one-sixth of Vietnam) during entire Vietnam War. M.B.A. Amos Tuck at Dartmouth. 48 years' professional investment experience, including Chief Investment Strategist of SunTrust Robinson-Humphrey and special guest of Louis Rukeyser on Wall Street Week.
Robbins Capital Management focuses on investment management of stocks and bonds to maximize wealth gains and minimize inherent risk. Very Highly-Ranked Returns -- 13.2% net average annually propelling $100,000 invested 29.4 years ago 20-fold to $2,050,000 2/24/21 -- single manager, S&P 500 oriented, long only, no margin, net of all costs, which averaged about 2.0% annually, so gross returns were about 15.0% average annually. Unheard-Of Cash Raising among long-only investment advisors and mutual funds -- RCM has raised >25% cash equivalents an average of twice annually -- aimed at preserving capital, comforting investors in bear markets, and attracting prospects eager to invest in equities but seeking lower than S&P 500 declines. Strict Sell Disciplines to reduce declines and reduce taxes -- Cut losses short; Let gains run. Minimizing Taxes -- over 5-year periods all gains are usually taxed as long-term capital gains. Productive Strategy -- Ride the coattails of the smartest investors who pay billions of dollars for the best information on stocks. They start powerful uptrends and downtrends, and RCM aims to detect those trends early enough -- especially via chart and strategic analysis. Broad, Soundly Based System -- stocks are selected based on fundamental, technical (chart), and quantitative analysis. While scanning the spectrum of information, RCM aims to identify and capitalize on the most critical factors. This very broad system should intuitively reduce downside risk and increase reward. Agility --- Because RCMs assets are small, it can buy and sell stocks without moving the price noticeably. No Biases, e.g., against foreign stocks -- RCM evenly considers hundreds of foreign stocks which are excluded from consideration by most money managers, as well as excluded from the S&P 500 and the broader Russell indices. Studies over many decades show that investing 25% of portfolios in large-cap foreign stocks increased reward while reducing risk. Varied Management -- RCM has two main services --1) Regular S&P 500 oriented, aimed at exceeding the S&P 500 Total Return, and 2) Conservative , characterized mainly by less stock market exposure, especially during market declines, and aimed at capturing at least the substantial majority of the S&P 500s Total Return. Both approaches attempt to minimize volatility. General: RCM has provided stock and bond portfolio management to individuals, limited partnerships, retirement plans, trusts, and a health charity with investment management of stocks, exchange traded funds (ETFs), closed and open end mutual funds, and bonds. RCM does not provide financial planning but does examine risk and suitability of each client. Existing accounts are managed at Morgan Stanley and Wells Fargo, but others may be feasible.
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