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Your service helped us connect with Brian who had clients similar to our situation.
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Susan, a Retired Executive from New York
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.
Knoxville
has
2
WiserAdvisor vetted Financial Planners and Advisors for you to
choose from and
128
non-vetted advisors in your local area. These financial advisors in
Knoxville, Tennessee
have an average of
11
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 |
| Travis Cullman
CFP®, CPFA SAGESPRING WEALTH PARTNERS 136 Concord Rd, Knoxville, TN 37934 |
7 | Not Specified | Not Specified | Fee-Based |
| 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 |
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# 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.
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) |
| PYA WALTMAN CAPITAL, LLC
1402 Ebenezer Road, Knoxville, TN 37922 |
$1,017,643,452 | 1066 |
A percentage of AUM Hourly charges Fixed fees Performance Based |
| 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 |
| C & J WEALTH ADVISORS
9717 Cogdill Road , Suite 202, Knoxville, TN 37932 |
$251,707,742 | 932 |
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 |
| 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 |
| 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) |
* 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 |
Grow your AUM with pre-qualified leads!
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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