Knoxville, TN
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Find Top Financial Advisors in Knoxville, Tennessee

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 - May 11, 2024

Knoxville has 2 WiserAdvisor vetted Financial Planners and Advisors on the online list below for you to choose from. These financial advisors in Knoxville, Tennessee have an average of 12 years of experience.

NOTE: The list of vetted financial advisors in Knoxville, 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 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 Years Not Specified $100,000 Fee-Based
Russ Kefauver
AWMA®, CRPC®
KEFAUVER FINANCIAL PLANNING & WEALTH MANAGEMENT
1020 William Blount Dr.,
Maryville, TN 37801
18 Years Not Specified $100,000 Fee-Based

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Information on Qualified Financial Advisors in Knoxville, Tennessee

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

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 17 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

Kefauver Financial Planning & Wealth Management works with families and professionals needing serious financial planning and investment assistance for lifes important milestones, such as the approach to, and time in, retirement. 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.


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

Firm Name No. of Advisors No. of Clients AUM Fee Structure
GSV EQUITY HOLDINGS, LLC
2035 Lakeside Centre Way, Suite 200, Knoxville, TN 37922
32 13 $5,280,060,732
Other (CARRIED INTEREST)
MARTIN & COMPANY INVESTMENT COUNSEL
Two Centre Square, Suite 200, 625 South Gay St, Knoxville, TN 37902-1669
7 124 $1,445,415,961
A Percentage of AUM
PATRIOT INVESTMENT MANAGEMENT GROUP INC
9721 Cogdill Road, Suite 101, Knoxville, TN 37932
26 4962 $1,414,833,902
A Percentage of AUM, Hourly charges, Fixed Fees, Other (REFERRAL FEES (ACTING AS A SOLICITOR TO OTHER INVESTMENT ADVISER)
RATHER & KITTRELL, INC.
11905 Kingston Pike, Knoxville, TN 37934
25 2662 $1,204,469,809
A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based
PYA WALTMAN CAPITAL, LLC
1402 Ebenezer Road, Knoxville, TN 37922
14 1126 $864,023,350
A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC
6025 Brookvale Lane, Suite 160, Knoxville, TN 37919
16 3864 $576,969,412
A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICIATION FEES FROM OTHER INVESTMENT ADVISORY FIRMS)
PROFFITT & GOODSON INC.
4800 Old Kingston Pike, Ste 200, Knoxville, TN 37919-6424
8 827 $531,407,488
A Percentage of AUM, Hourly charges, Other (A PERCENTAGE OF PLAN ASSETS)
WMG FINANCIAL ADVISORS, LLC
620 Mabry Hood Road, Suite 101, Knoxville, TN 37932
18 1331 $464,434,150
A Percentage of AUM, Hourly charges, Fixed Fees
BROGAN FINANCIAL
8351 E Walker Springs Lane, Suite 101, Knoxville, TN 37923
19 1782 $380,575,683
A Percentage of AUM, Hourly charges, Fixed Fees
ASSET PLANNING CORPORATION
234 S. Peters Rd., Suite 102, Knoxville, TN 37923
8 869 $318,825,568
A Percentage of AUM, Hourly charges, Fixed Fees
MOON CAPITAL MANAGEMENT, LLC
900 South Gay Street, Suite 2103, Knoxville, TN 37902
6 204 $313,671,735
A Percentage of AUM
NBZ INVESTMENT ADVISORS, LLC
6322 Deane Hill Drive, Knoxville, TN 37919
7 421 $266,359,343
A Percentage of AUM, Hourly charges, Fixed Fees
COUNCILMARK ASSET MANAGEMENT, LLC
2607 Kingston Pike, Tyson Place, Suite 180, Knoxville, TN 37919
3 102 $237,399,247
A Percentage of AUM, Fixed Fees
RIDGEPATH CAPITAL MANAGEMENT LLC
9202 S. Northshore, Suite 301, Knoxville, TN 37922
4 261 $234,169,038
A Percentage of AUM, Hourly charges, Other (SELECTION OF OTHER ADVISORS FEES)
C & J WEALTH ADVISORS
9717 Cogdill Road, Suite 202, Knoxville, TN 37932
6 955 $233,502,775
A Percentage of AUM, Hourly charges, Fixed Fees

    Frequently Asked Questions

    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.