wiseradvisor

Russ Kefauver
Kefauver Financial Planning & Wealth Management

Tel: (865) 268-9585
1020 William Blount Dr.
Maryville, TN 37801

A tradition of care for the mindful investor.

Kefauver Financial Planning & Wealth Management | Financial Advisor in Maryville ,TN

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.


General Information

Firm Start Year:   2010
No.of Employees:   2-4
Insurance License#:   976020
Name of Broker/Dealer:   LPL Financial
Name of Custodial Firm:   LPL Financial
States Licensed in:   CA, CO, FL, IL, MA, MD, NC, NH, NV, PA, TN, VT, WV
Number of Years with Current Firm:   8
I work with the following types of clients:   Non-Profit Organizations, Individual Investors, Businesses


Services

I can meet clients in the following ways:   Via email, Via phone, At your home, Video Conference, At my office, At your office


Qualifications & Memberships

Insurance and Annuity Licenses:   Disability, Annuity, Life, Long Term Care
Financial Organization Memberships:   Financial Planning Association (FPA)


Compliance

Registered Investment Advisor:   Yes
Registered Representative:   Yes
Investment Advisor Representative:   Yes
I am an acknowledged fiduciary:   Yes
Compliance Disclosures in Last 5 years:   I have a clean record
Criminal Disclosures in Last 5 years:   I have a clean record


Compensation and Fees

Fee Structure:   Fee-Based
Minimum Portfolio Size for New Managed Accounts:   $0
Compensation Methods:   Flat Fee, Based on Assets



Disclosures

Securities offered through LPL Financial, Member FINRA / SIPC. Investment Advice offered through Flagship Harbor Advisors, LLC, a registered investment advisor. Kefauver Financial Planning & Wealth Management and Flagship Harbor Advisors, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact securities business with residents of the following states: CA, CO, FL, IL, MA, MD, NC, NH, NV, PA, TN, VT, WV.

Russ Kefauver

Russ Kefauver

CRPC®, AWMA®

Russ is an Accredited Wealth Management Advisor and Chartered Retirement Planning Counselor with over a decade 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.

My Team

Jay is a Certified Financial Planner (CFP®) professional and Executive Vice President of Flagship Harbor Advisors. As a Certified Financial Planner" practitioner, Jay follows a strict code of ethics in developing, implementing and monitoring each client's financial plan and investment strategy. Jay also focuses a significant amount of his time on firm management and development, and fulfills the role of Chief Compliance Officer which includes providing leadershi ...more

Office Hours

wiseradvisor-balck-li-img Mon. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Tue. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Wed. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Thu. 9:00 AM - 6:00 PM
wiseradvisor-balck-li-img Fri. 9:00 AM - 6:00 PM

Communities Served

Alcoa Bryson City
Corryton Fontana Dam
Friendsville Gatlinburg
Greenback Heiskell
Knoxville Kodak
Lenoir City Louisville
Maryville Mascot
Pigeon Forge Powell
Rockford Sevierville
Seymour Strawberry Plains
Townsend Vonore
Walland

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