BLUE RIDGE WEALTH PLANNERS - Financial Advisor in Tennessee, Knoxville

Tel: 865-392-4260 9725 Cogdill Road Suite 101 Knoxville, Tennessee 37932

About BLUE RIDGE WEALTH PLANNERS

BLUE RIDGE WEALTH PLANNERS is a Knoxville, Tennessee based financial advisory firm with nearly $201,231,521 in assets under management and provides investment advisory services for 1846 clients. There are currently 22 financial advisors at the firm.

General Information

Firm CRD#:

285347

Firm SEC#:

801-123504

Assets Under Management:

$201,231,521

No. of Clients:

1846

No. of Advisors:

Advisory Services Provided:

Financial planning services, Portfolio management for individuals and/or small businesses, Selection for other advisors, Publication of periodicals and newsletters, Education seminars/workshops

Fee Structure:

A percentage of AUM, Other (COSTS ASSOCIATED WITH THE CONTENT OF THE WORKSHOP AND/OR COURSE)

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