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Find Top Financial Advisors in Maryville, 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 Maryville, Tennessee
Last Updated - 31-Jul-2022

Maryville has 3 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 10 non-vetted advisors in your local area. These financial advisors in Maryville, Tennessee have an average of 13 years of experience.

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

Qualified Financial Advisors in Maryville, Tennessee
Financial Advisor Experience AUM Minimum Assets Fee Structure
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
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

Information on Qualified Financial Advisors in Maryville

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.


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.


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

Firm Name AUM No. of Clients Fee Structure
Leconte Wealth Management, Llc
703 William Blount Drive,
Maryville, TN 37801
$226,837,483 547 A percentage of AUM
Hourly charges
Fixed fees
Omphalos Partners, Llc
1717 Henry G. Lane Street,
Maryville, TN 37801
$61,000,000 1 A percentage of AUM
Performance Based

    List of Additional Advisors in Maryville, Tennessee*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Foothills Retirement Income Solutions, LLC
    Inquire with Foothills
    1516 Mint Meadows Drive, Maryville, TN  37803 865-268-5014
    IntelliPlan Inc.
    Inquire with IntelliPlan
    2546 Brantley Park Boulevard, Maryville, TN  37804 865-441-1794
    Edward Jones
    Inquire with Edward
    327 W Broadway Ave, Maryville, TN  37801 865-681-0455
    Edward Jones
    Inquire with Edward
    913 Turner Street, Maryville, TN  37801 865-982-9075
    Edward Jones
    Inquire with Edward
    208 Simmons Street, Maryville, TN  37801 865-982-2546
    Edward Jones
    Inquire with Edward
    208 Simmons Street, Maryville, TN  37801 865-982-2546
    Edward Jones
    Inquire with Edward
    1515 E Lamar Alexander Parkway, Maryville, TN  37804 865-233-5532
    Edward Jones
    Inquire with Edward
    722 W Lamar Alexander Parkway, Maryville, TN  37801 865-982-3916
    Edward Jones
    Inquire with Edward
    1772 W Lamar Alexander Pkwy, Maryville, TN  37801 865-518-6757
    Edward Jones
    Inquire with Edward
    913 Turner Street, Maryville, TN  37801 865-982-9075
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