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Find Top Financial Advisors in Maryville, Tennessee

How To Find Trusted Financial Advisors in Maryville, Tennessee

Qualified Financial Advisors in Maryville, Tennessee

VETTED
Financial Advisor
Russ KefauverAWMA®, CRPC®Kefauver Financial Planning & Wealth Management1020 William Blount Dr.Maryville, TN 37801
Experience19 Years
AUMNot Specified
Minimum Assets$100,000
Fee StructureFee-Based
Financial Advisor
Edelman Financial Engines, LLC1111 North Northshore DriveKnoxville, TN 37919
ExperienceN/A
AUM$0
Minimum AssetsNot Specified
Fee StructureFee-Only
Financial Advisor
Travis CullmanCFP®, CPFASageSpring Wealth Partners136 Concord RdKnoxville, TN 37934
Experience12 Years
AUMNot Specified
Minimum Assets$100,000
Fee StructureFee-Only
Financial Advisor
Poterack Capital Advisory (PCA)Servicing NationwideCashiers, NC 28717
ExperienceN/A
AUMNot Specified
Minimum Assets$500,000
Fee StructureFee-Only
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Information on Qualified Financial Advisors in Maryville, Tennessee

Russ Kefauver
VETTED
Russ KefauverAWMA®, CRPC®
Kefauver Financial Planning & Wealth Management
About Russ Kefauver
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 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.
Qualifications
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
Office Location
1020 William Blount Dr.,Maryville,TN 37801
Phone Number
865-268-9585
Edelman Financial Engines, LLC
VETTED
Edelman Financial Engines, LLC
About Edelman Financial Engines, LLC
Get a free financial plan

What if you didn't need to be ultra-wealthy for personal, top-to-bottom financial guidance and investment advice? Since 1986, we've helped millions of people get the ball rolling on their financial plans — with straightforward guidance built around their story and where they're headed next. Today, we're proud to be one of America's top independent investment advisory firms as ranked by Barron's (awarded September 2025, based on prior 12-month data through June 30), with nearly 1.25 million clients and more than $314 billion assets under management (as of March 31, 2026) — and prouder still of the trust clients place in us.

The Barron's Top 100 RIA Firms list, an annual ranking of independent advisory firms, is based on qualitative and quantitative criteria. Firms elect to participate but do not pay to be included in the ranking.
Qualifications
Compensation/Fee
Fee-Only, Based on Assets
Office Location
1111 North Northshore Drive,Suite S-200,Knoxville,TN 37919
Phone Number
877-208-7414
Travis Cullman
VETTED
Travis CullmanCFP®, CPFA
SageSpring Wealth Partners
About Travis Cullman
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 functionalthey were necessary protection from thorns, ticks, and every other challenge of nature that ranch work presented!

Travis began his financial planning career with SageSpring Wealth Partners. 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 Christ Covenant 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 four young childrenBryan, Brynleigh, Tyler, and Zakai.
About SageSpring Wealth Partners
SageSpring Wealth Partners operates as a family. 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.
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Qualifications
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
Office Location
136 Concord Rd,Knoxville,TN 37934
Phone Number
865-686-5202
Poterack Capital Advisory (PCA)
VETTED
Poterack Capital Advisory (PCA)
About Poterack Capital Advisory
We offer wealth management and advice for high net worth families and individuals. As a fully-virtual wealth management firm, we focus on being a strong match with families we serve, without regard to zip code. We seek to optimize tax efficiency and planning, organize estate planning, and mitigate portfolio overlap and expenses. We bring a partner mindset to all client engagement. We want to be a family's CFO that never forgets who is the CEO --- you!
Advisory Services Provided
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Qualifications
Compensation/Fee
Fee-Only, Hourly, Flat Fee, Based on Assets
Office Location
Servicing Nationwide,Cashiers,NC 28717
Phone Number
704-366-5776

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