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Find Top Financial Advisors in Knoxville, Tennessee

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There are hundreds of financial professionals in your area. However, choosing the right advisor that understands your financial situation and meets your needs may be quite daunting. WiserAdvisor has a network of vetted financial advisors and advisory firms and has listed them below. You can find the details of each advisor, such as their qualifications, service offerings, etc. that you could use while searching for the financial advisor that best suits your financial and investment goals.

We have been in business for the last 2 decades and constantly update and maintain a highly trusted directory of vetted fiduciary advisors that meet rigorous standards.

Finding the Top Financial Advisor in Knoxville, Tennessee
Last Updated - 29-Jun-2022

Knoxville has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 123 non-vetted advisors in your local area. These financial advisors in Knoxville, Tennessee have an average of 13 years of experience.

NOTE: The list of financial advisors in Knoxville, 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 Knoxville, Tennessee.

Qualified Financial Advisors in Knoxville, Tennessee
Financial Advisor Experience AUM Minimum Assets Fee Structure
Larry Prislovsky
Chartered Retirement Plans Specialist (CRPS®)
L.P.FINANCIAL ADVISORS.INC
10420 Jackosn Oaks Way suite 100,
Knoxville, TN 37922
17 40000000 $50000 Fee-Based
Travis Cullman
CFP®, CPFA
SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC.
136 Concord Rd,
Knoxville, TN 37934
7 Not Specified Not Specified Fee-Based
Russ Kefauver
Chartered Retirement Planning Counselor (CRPC®), AWMA®, CRPC®
KEFAUVER FINANCIAL PLANNING & WEALTH MANAGEMENT
1020 William Blount Dr.,
Maryville, TN 37801
15 Not Specified $0 Fee-Based

Information on Qualified Financial Advisors in Knoxville

Qualifications CRD# 4335215
Firm CRD# 46947
Series 7, 24, 66

Compensation/Fee Fee-Based, Based on Assets, Flat Fee, Hourly


Office Location 10420 Jackosn Oaks Way suite 100,
Knoxville,
TN
37922
Phone Number 865-691-1130

We are unique in Four Big Ways: First, You First - Simple but profound. Second, we are truly independent with our active management program for our clients. We use the CLS and Edge Tech Analytics (active management program) for your investment needs in these volatile markets. We look forward to explaining more in detail our modeling process as well as our past performance. I will gladly email our link on our investment process with a quick 6-minute video upon request. You will see right away we are a truly independent and flexible firm for the times. Third, Focused Tax Solutions. If you are looking for a blend of personal service and expertise for tax solutions, you have come to the right place! We offer a broad range of services for business owners, executives, and independent professionals. Fourth, consolidation. We help simplify your life by consolidating your financial statements into one statement with our Abridge software. accounts larger accounts if wanted we add additional services to assist your portfolio if wanted such as managed futures, tax-free 1031 exchanges, stock options calls/puts, call writing, REIT, private placements, and other tax-efficient strategies. We personalized each client to his/her own values (i.e. what are you working towards) and their goals ( i.e. retirement, college funding, estate planning, and etc). FIRST CONSULATIONS ARE FREE.

About L.P.Financial Advisors.Inc

We are unique in Four Big Ways: First, "You First" Simple but profound. Second, we are truly independent with our active management program for our clients. We are use the CLS and Edge Tech Analytics (active management program) for your investments needs in these volatile markets. We look forward to explaining this more in detail our modeling process and as well as our past performance. I will gladly email our link on our investment process with a quick 6 minute video upon request. You will see right away we are a truly independent and a flexible firm for the times. Third, Focused Tax Solutions. If you are looking for a blend of personal service and expertise for tax solutions, you have come to the right place! We offer a broad range of services for business owners, executives and independent professionals. + Tax Preparation : Professional Tax Preparation Business Tax Preparation + Individual Solutions : Professional Tax Preparation Tax Planning + Business Solutions Fourth, consolidation. We help simply your life by consolidate your financial statements and taxes into one statement with our Abridge software. For accounts larger accounts if wanted we add additional services to assist your portfolio if wanted such as managed futures, tax free 1031 exchanges, stock options calls/puts, call writing, REIT, private placements, and other tax efficient strategies. We personalized each client to his/her own values (i.e. what are you working towards) and their goals ( i.e. retirement, college funding, estate planning, and etc). FIRST CONSULATIONS ARE FREE.

Advisory Services Provided:

Retirement Planning, Wealth Management, Money 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 Southwestern Investment Group. 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 Southwestern Investment Advisory Services, Inc.

Southwestern Investment Group 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# 5295768
Firm CRD# 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 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.


Top Financial Advisor Firms in Knoxville, Tennessee (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
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
Patriot Investment Management Group Inc
9721 Cogdill Road , Suite 101,
Knoxville, TN 37932
$1,610,714,866 4819 A percentage of AUM
Hourly charges
Fixed fees
Other (REFERRAL FEES (ACTING AS A SOLICITOR TO OTHER INVESTMENT ADVISER)
Brogan Financial
8351 E Walker Springs Lane , Suite 101,
Knoxville, TN 37923
$397,590,991 1637 A percentage of AUM
Hourly charges
Fixed fees
Asset Planning Corporation
234 S. Peters Rd. , Suite 102,
Knoxville, TN 37923
$326,564,839 812 A percentage of AUM
Hourly charges
Fixed fees
Nbz Investment Advisors, Llc
6322 Deane Hill Drive,
Knoxville, TN 37919
$301,401,640 403 A percentage of AUM
Hourly charges
Fixed fees
The Nalls Sherbakoff Group, Llc
9724 Kingston Pike , Suite 704,
Knoxville, TN 37922
$238,507,962 823 A percentage of AUM
Hourly charges
Fixed fees
Moon Capital Management, Llc
900 South Gay Street , Suite 2103,
Knoxville, TN 37902
$216,268,792 177 A percentage of AUM
Visionary Horizons, Llc
620 Mabry Hood Rd , Suite 102,
Knoxville, TN 37932
$206,816,746 888 A percentage of AUM
Hourly charges
Fixed fees
Other (% OF PLAN ASSETS)
Insight Strategic Wealth Llc
10107 Sherrill Blvd,
Knoxville, TN 37932
$190,289,532 439 A percentage of AUM
Hourly charges
Leading Edge Financial Planning Llc
6921 Office Park Circle,
Knoxville, TN 37909
$174,194,072 821 A percentage of AUM
Hourly charges
Fixed fees
Cosey Financial Services, Inc.
8880 Cedar Springs Lane , Suite 106,
Knoxville, TN 37923
$155,975,734 892 A percentage of AUM
Hourly charges
Fixed fees
Retirement Planning Services
9729 Cogdill Road , Suite 302,
Knoxville, TN 37932
$153,751,610 413 A percentage of AUM
Fixed fees
Alliance Wealth Management Partners Llc
1111 N. Northshore Drive , Ste P-270,
Knoxville, TN 37919
$149,904,202 811 A percentage of AUM
Hourly charges
Fixed fees
Knox Wealth Partners Advisory
10710 Murdock Drive , Suite 101,
Knoxville, TN 37932
$140,992,199 661 A percentage of AUM
Hourly charges
Fixed fees
Providence Wealth Management Llc
2030 Falling Waters Road , Suite 175,
Knoxville, TN 37922
$112,001,000 308 A percentage of AUM
Hourly charges
Fixed fees
Other (SOLICITOR FEES)

    List of Additional Advisors in Knoxville, 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
    Brian Osgood
    Inquire with Brian
    9724 Kingston Pike, Ste 1010, Knoxville, TN  37922 865-690-6169
    A. Brian Massengill
    Inquire with A.
    1111 Northshore Dr, Suite N 160, Knoxville, TN  37919 865-330-0710
    Brandon Scarbro
    Inquire with Brandon
    1111 Northshore Dr, Suite N 160, Knoxville, TN  37919 865-769-2121
    Brian Welch
    Inquire with Brian
    1111 Northshore Dr, Suite N 160, Knoxville, TN  37919 865-694-1037
    Gregory Alan Tilley
    Inquire with Gregory
    6341 Middlebrook Pike, Knoxville, TN  37909 865-973-9713
    Roger E Kiefer
    Inquire with Roger
    9724 Kingston Pike, Ste 1010, Knoxville, TN  37922 865-690-6169
    Jeffrey Reed
    Inquire with Jeffrey
    9724 Kingston Pike, Ste 1010, Knoxville, TN  37922 865-690-6169
    Mark Stooksbury
    Inquire with Mark
    1111 North Shore Dr, Ste N-250, Knoxville, TN  37919 865-357-5000
    Todd Wright
    Inquire with Todd
    109 S Northshore Dr, Ste 302A, Knoxville, TN  37919 865-591-0074
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      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.

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