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Find Best Financial Advisors in Tennessee

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A densely populated state like Tennessee has different types of experienced & certified financial advisors such as fiduciary financial advisors and fee only financial planners making it challenging for you to choose the one that may perfectly meet your financial situation and needs. WiserAdvisor has pre-qualified and selected some of the top qualified financial advisors, independent certified financial planners, financial advisory firms & associations in Tennessee and has listed them below with their details such as qualifications, service offerings, and other important information that you could use while searching for financial advisors to best suit your financial and investment goals. Please note that the list of financial advisors mentioned below does not include all vetted advisors as some have not been listed as per their request. They may be available when you use our free match tool to compare up-to 3 financial advisors if they match your specific requirements and preferences.

Finding the Top Financial Advisor in Tennessee
Last Updated - 03-Aug-2022

Tennessee has 12 WiserAdvisor vetted Financial Planners and Advisors for you to choose from and 928 non-vetted advisors in your local area. These financial advisors in Tennessee have an average of 19 years of experience.

NOTE: The list of financial advisors in 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 Tennessee.

List of Qualified Financial Advisors in 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
Jordan Wedell
CFP®
SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC.
801 Crescent Centre Dr. Suite 600,
Franklin, TN 37067
4 Not Specified Not Specified Fee-Based
Katie Centofonti
CFP®
SOUTHWESTERN INVESTMENT ADVISORY SERVICES, INC.
801 Crescent Centre Dr. Suite 600,
Franklin, TN 37067
15 Not Specified Not Specified Fee-Based
Mitchell Horst
SELECT WEALTH ADVISERS
6075 Poplar Ave.,
Crescent Center STE 406,
Memphis, TN 38119
16 $110,000,000 $250,000 Fee-Based
Nick Palmer
CRPC®
PALMER WEALTH PLANNING
Serving Middle Tennessee.,
Nashville, TN 37209
5 Not Specified $100K+ Fee-Only
Bob Robbins
ROBBINS CAPITAL MANAGEMENT INC.
936 Mountain Creek Road, U219,
Chattanooga, TN 37405
48 Not Specified $200,000 Fee-Only
Gabriel Talley
CFP®
EDELMAN FINANCIAL ENGINES, LLC
12 Cadillac Drive, Suite 450,
Brentwood, TN 37027
21 Not Specified Not Specified 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
Scott Buell
CMFC®, AIF®, AAMS®, CRPC®
FLAGSHIP FINANCIAL ADVISORS
5200 Maryland Way,
Suite 202,
Brentwood, TN 37027
28 300,000,000 Not Specified Fee-Only
Richard Cox Sr
CFP®, AEP®, ChFC®, CLU®
COX WEALTH MANAGEMENT, LLC
6031 Shallowford Road suite 109,
Chattanooga, TN 37421
40 $100000 Not Specified Not Specified
August Perazzini
CFP®
AUGUST PERAZZINI
Six Cadillac Drive Suite 330,
Brentwood, TN 37027
10 $100000 Not Specified Not Specified
Sam (Bo) Bills Jr
CFP®, CPA
BILLS ASSET MANAGEMENT
3001 Flagstone Drive,
Franklin, TN 37067
31 $100000 Not Specified Not Specified

Information on Qualified Financial Advisors in Tennessee

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# 6685737
Firm CRD# 6694
Series 7, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 801 Crescent Centre Dr. Suite 600,
Franklin,
TN
37067
Phone Number 615-861-3510

Since he was in middle school, Jordan knew exactly what he wanted to do when he grew up – become a Financial Advisor. Jordan is an extremely sharp, customer service focused financial planning professional and has received his Series 7 and Series 66 licenses and Life and Accident/ Health Insurance license. In addition to these required licenses, Jordan has also earned the CFP®, CERTIFIED FINANCIAL PLANNER™ designation. Jordan graduated in Lexington, KY from the University of Kentucky and has called Nashville home since 2012. He is originally from Chicago, IL, and has had the fortune of growing up in a family of advisors with both his brother, father, and close family friend as mentors, each running top practices the Chicagoland area. They continue to inspire his passion for helping others, as well as his admiration for the service Financial Advisors help provide in the lives of their clients. In the early years of his career, Jordan was mentored by a handful of the largest and most successful financial advisors in the Raymond James network. During this time, he was responsible for coordinating complex planning strategies and processes for well over 200 financial plans. Prior to joining Southwestern Investment Group, Jordan made a strategic decision to begin his career as an entrepreneur. Over several years he helped build and grow several early stage businesses, most notably launching a disruptive travel service, the North American sales and marketing headquarters for a European corporation, as well as doubling the revenue of an established corporation in less than two months. Jordan draws from that experience and is known for his forward-thinking initiatives, attention to detail, passion for reaching others hearts, and resourceful solutions in support of his clients’ goals.

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.


Qualifications CRD# 4986815
Firm CRD# 6694
Series 4, 7, 24, 31, 53, 66

Compensation/Fee Fee-Based, Based on Assets, Commissions


Office Location 801 Crescent Centre Dr. Suite 600,
Franklin,
TN
37067
Phone Number 615-861-6121

"Katie grew up in a small town in Vermont but moved to Tampa, Florida after graduating high school to attend the University of South Florida where she obtained degrees in Marketing and Management. She went on to earn her MBA from the University of Florida. After college, in 2006, Katie started working for Raymond James in their corporate office located in St. Petersburg, FL. Katie moved to Nashville in 2013 to join Southwestern Investment Group. Outside of work, Katie enjoys spending time with her partner, Joe and their daughter, Jessie(born March 2020). She also loves to run, practice yoga and eat chocolate."

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.


Qualifications CRD# 4935063
Firm CRD# 171991
Series 6, 7, 66

Compensation/Fee Fee-Based, Based on Assets


Office Location 6075 Poplar Ave.,
Crescent Center STE 406,
Memphis,
TN
38119
Phone Number 901-455-2355

As founder of Select Wealth Advisers, Mitchell D. Horst provides customized investment strategies for affluent clients looking to direct, increase, conserve, and transition their legacy. Mitchell has over fifteen years of experience in the financial services industry, providing him with the knowledge and skills necessary to offer a premium level of financial advice for his clients. Mitchell holds several Securities Licenses, including the Series 7, 63, 66, as well as a Life and Variable Annuity Insurance License. Mitchell acknowledges that each client relationship is critical, and uses this knowledge as the foundation for all the investment and financial planning advice he offers.
By utilizing state-of-the art technology and financial planning tools, coordinating with other institutional wealth managers, and following a disciplined process, Mitchell meticulously designs financial proposals that address each client's unique goals. Mitchell and the entire Select Wealth Advisers team are dedicated to asking the right questions to educate themselves on their client's precise circumstances and risk tolerances to ensure the investment strategies that are implemented are tailored to fit their lifestyle.
Mitchell spent his childhood in a small farming community just south of Green Bay, Wisconsin before attending Clarke College in Dubuque, Iowa. He earned a Bachelor of Science in Business Administration with a focus on Finance and Economics. Additionally, Mitchell's studies took him abroad where he spent three semesters studying in London, England, once again focusing on Economics and Finance. In 2005, Mitchell moved to Las Vegas and entered the financial services industry with Edward Jones Investments. Mitchell's years of experience and unique skillset have allowed him the opportunity to become a truly wholistic Investment Adviser to those he serves.
With a young family, spare time is not easy to come by, but when given the opportunity, Mitchell enjoys golfing and is energetically involved in the local community. He has held prestigious positions such as the President for the Las Vegas Southwest Rotary International Chapter, President for the Green Valley Kiwanis International Organization, Co-Chair for the Nevada School of the Arts Board of Trustees, as well as participating as a volunteer frequently with Nevada Childhood Cancer Foundation and Goodie Two Shoes.

About Select Wealth Advisers

Select Wealth Advisers was founded with the goal of assisting our clients in every aspect of their financial lives. We strive to provide our clients with an extensive wealth design service through a personal and relaxing process that is specifically designed to aid clients in finding comfort, satisfaction, and confidence with their financial future. At Select Wealth Advisers, we help develop investment plans that can be followed with confidence through market ups and downs. Our track record as a provider of investment services to individuals and institutions shows our strategic focus is dedicated to providing unmatched client service.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities


Qualifications CRD# 6774451
Firm CRD# 313374
Series 7, 66

Compensation/Fee Fee-Only, Based on Assets, Flat Fee


Office Location Serving Middle Tennessee.,
Nashville,
TN
37209
Phone Number 615-578-1800

Nick Palmer is an independent financial advisor based in Nashville, TN. He and his wife, Ellie, are both Nashville natives and met in the 5th grade. Nick's passion is to develop personalized strategies to help his clients live their best lives. Having spent his first 4 years in the industry with Edward Jones Investments, Nick founded Palmer Wealth Planning LLC to provide clients with unbiased, personalized advice. We are focused strictly on helping you, your family and your business.

About Palmer Wealth Planning

Palmer Wealth Planning LLC "PWP" is a boutique family wealth management firm based in Nashville, TN. PWP is a registered investment advisor offering advisory services in the State of Tennessee and in other jurisdictions where exempted. Founded in 2021 as a fee-only firm, PWP and its advisors serve as a fiduciaries to their clients.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 1269785
Firm CRD# 134137
Series 63, 65

Compensation/Fee Fee-Only


Office Location 936 Mountain Creek Road, U219,
Chattanooga,
TN
37405
Phone Number 423-991-8555

Chattanooga, TN. Fascinated with the stock market and economy since age 14. Baylor High School. Dartmouth College A.B. (B.A.), First Lieutenant US Army Artillery Forward Observer (FO) and Fire Direction Officer in Vietnam Combat. Longest continuously serving FO in the Americal Division (one-sixth of Vietnam) during entire Vietnam War. M.B.A. Amos Tuck at Dartmouth. 48 years' professional investment experience, including Chief Investment Strategist of SunTrust Robinson-Humphrey and special guest of Louis Rukeyser on Wall Street Week.

About Robbins Capital Management Inc.

Robbins Capital Management focuses on investment management of stocks and bonds to maximize wealth gains and minimize inherent risk. Very Highly-Ranked Returns -- 13.2% net average annually propelling $100,000 invested 29.4 years ago 20-fold to $2,050,000 2/24/21 -- single manager, S&P 500 oriented, long only, no margin, net of all costs, which averaged about 2.0% annually, so gross returns were about 15.0% average annually. Unheard-Of Cash Raising among long-only investment advisors and mutual funds -- RCM has raised >25% cash equivalents an average of twice annually -- aimed at preserving capital, comforting investors in bear markets, and attracting prospects eager to invest in equities but seeking lower than S&P 500 declines. Strict Sell Disciplines to reduce declines and reduce taxes -- Cut losses short; Let gains run. Minimizing Taxes -- over 5-year periods all gains are usually taxed as long-term capital gains. Productive Strategy -- Ride the coattails of the smartest investors who pay billions of dollars for the best information on stocks. They start powerful uptrends and downtrends, and RCM aims to detect those trends early enough -- especially via chart and strategic analysis. Broad, Soundly Based System -- stocks are selected based on fundamental, technical (chart), and quantitative analysis. While scanning the spectrum of information, RCM aims to identify and capitalize on the most critical factors. This very broad system should intuitively reduce downside risk and increase reward. Agility --- Because RCMs assets are small, it can buy and sell stocks without moving the price noticeably. No Biases, e.g., against foreign stocks -- RCM evenly considers hundreds of foreign stocks which are excluded from consideration by most money managers, as well as excluded from the S&P 500 and the broader Russell indices. Studies over many decades show that investing 25% of portfolios in large-cap foreign stocks increased reward while reducing risk. Varied Management -- RCM has two main services --1) Regular S&P 500 oriented, aimed at exceeding the S&P 500 Total Return, and 2) Conservative, characterized mainly by less stock market exposure, especially during market declines, and aimed at capturing at least the substantial majority of the S&P 500s Total Return. Both approaches attempt to minimize volatility. General: RCM has provided stock and bond portfolio management to individuals, limited partnerships, retirement plans, trusts, and a health charity with investment management of stocks, exchange traded funds (ETFs), closed and open end mutual funds, and bonds. RCM does not provide financial planning but does examine risk and suitability of each client. Existing accounts are managed at Morgan Stanley and Wells Fargo, but others may be feasible.

Advisory Services Provided:

Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 6123199
Firm CRD# 104510

Compensation/Fee Fee-Based


Office Location 12 Cadillac Drive, Suite 450,
Brentwood,
TN
37027
Phone Number 615-628-3204

I enjoy finding outside-the-box solutions to my clients' financial situations and thrive off the "aha" moment that occurs when clients gain an understanding of the financial planning process. I love spending time with my wife, Pamela; our three kids, Caroline, Cooper and Benjamin; and our two dogs, Jax and Teddy. When I'm not in the office, you will find us strolling around local parks and spending time outdoors.

About Edelman Financial Engines, LLC

Since 1986, Edelman Financial Engines has been committed to always acting in the best interest of our clients. We were founded on the belief that all American investors - not just the wealthy - deserve access to personalized, comprehensive financial planning and investment advice. Today, we are America's top independent financial planning and investment advisory firm, recognized by Barron's,1 awarded September 2021 based on data within a 12-month period. Compensation paid for use and distribution of rating. We have 145+ offices across the country and are entrusted by more than 1.3 million clients to manage more than $291 billion in assets.2 Our unique approach to serving clients combines our advanced methodology and proprietary technology with the attention of a dedicated personal financial planner. Every client's situation and goals are unique, and the powerful fusion of high-tech and high-touch allows Edelman Financial Engines to deliver the personal plan and financial confidence that everyone deserves. 1The 2021 Top 100 Independent Advisory Firm Ranking issued by Barron's is qualitative and quantitative, including assets managed, revenue generated, regulatory record, staffing levels and diversity, technology spending and succession planning. Firms elect to participate but do not pay to be included in the ranking. Compensation is paid for use and distribution of rating. Investor experience and returns are not considered. 2Data as of Dec. 31, 2021.


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.


Qualifications Firm CRD# 283816
Series 6, 7, 31, 65, 66

Compensation/Fee Fee-Only, Flat Fee


Office Location 5200 Maryland Way,
Suite 202,
Brentwood,
TN
37027
Phone Number 615-823-2233

About Flagship Financial Advisors

Achievement and success often come with financial complexity. The Flagship Financial team can help simplify your financial life so you can live the life you envision. Our fact-based personalized investing approach, planning and management experience, and independence bring control and accountability to the entire relationship to better prepare you to weather surprises and minimize volatility. Using over Flagship Financial Advisors 50 Years of combined experience to guide through those challenges puts us in a position to impact lives on a daily basis.  Impacting lives & that is why we love our role.  The formulation of Flagship Financial Advisors was driven by the teams desire to provide clients the best financial solutions for their situations. We are honored to work with Trusted Partners, an exceptional clientele, fostering long-term relationships - built on trust, communication and mutual respect. Our coordinated approach is opposite of how most of the industry works. As FIDUCIARIES, we are legally bound to act in your best interests. And that's NOT the norm.

Advisory Services Provided:

Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts


Qualifications CRD# 1403565

Compensation/Fee Based on Assets, Commissions, Flat Fee, Hourly


Office Location 6031 Shallowford Road suite 109,
Chattanooga,
TN
37421
Phone Number 423-894-3882

About Cox Wealth Management, LLC

Trying to map a course to arrive at your financial goals but overwhelmed by the countless decisions required? Don't feel alone, in today's fast ever changing legal, tax, trust, insurance, and investment* environment even the most experienced investor can quickly find themselves on the wrong road. Cox Wealth Management, LLC strives to help take the stress out of planning your financial future. By bringing together a team of professional advisers to map out a strategy and then working together with you, we find the best course to help you reach your financial goals. (* See Disclosure link listed below)

Advisory Services Provided:

Financial Planning, Wealth Management, Financial Planning for Individuals, Investment Advice & Management, Insurance Products & Annuities


Qualifications CRD# 2907194


Office Location Six Cadillac Drive Suite 330,
Brentwood,
TN
37027
Phone Number 615-591-4435

About August Perazzini

It is my continuing effort to offer each of my clients with nothing less than superior service, professionalism and expertise.

Advisory Services Provided:

Financial Planning, Retirement Planning, Wealth Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management


Qualifications CRD# 4554774

Compensation/Fee Based on Assets


Office Location 3001 Flagstone Drive,
Franklin,
TN
37067
Phone Number 615-371-5928

About Bills Asset Management

Unlike many traditional advisors, Bills Asset Management employs active management of your investments using no-load mutual funds. By moving in and out of the market, we strive to capture most of the up trending markets and avoid most of the down trending markets. We are strong proponents of principal protection realizing that it takes, for example, a 25% gain to make up for a 20% loss. Our investing strategies are suitable for all types of investors.

Advisory Services Provided:

Financial Planning, Investment Advice & Management, Insurance Products & Annuities


Top Financial Advisor Firms in Tennessee (Ranked by AUM)

Firm Name AUM No. of Clients Fee Structure
First Horizon Advisors, Inc
4990 Poplar Avenue , 3rd Floor,
Memphis, TN 38117
$13,592,747,629 9723 A percentage of AUM
Fixed fees
Gerber/Taylor Management Llc
40 South Main Street , Suite 1900,
Memphis, TN 38103
$9,877,460,265 48 A percentage of AUM
Hourly charges
Performance Based
Highland Capital Management, Llc
850 Ridge Lake Blvd , Suite 205,
Memphis, TN 38120
$3,445,259,161 979 A percentage of AUM
Performance Based
Other (SUBSCRIPTION FEES)
Nfc Investments, Llc
700 Colonial Road , Suite 101,
Memphis, TN 38117
$1,814,187,673 143 A percentage of AUM
Hourly charges
Performance Based
Martin & Company Investment Counsel
Two Centre Square, Suite 200 , 625 South Gay St,
Knoxville, TN 37902-1669
$1,638,375,144 118 A percentage of AUM
Ponder Investment Co
10 Cadillac Drive , Suite 120,
Brentwood, TN 37027
$1,561,429,908 44 A percentage of AUM
Courage Capital Management, Llc
4400 Harding Road, Suite 503,
Nashville, TN 37205
$1,018,408,475 9 A percentage of AUM
Hourly charges
Performance Based
Summit Asset Management Llc
5100 Wheelis Drive , Suite 107,
Memphis, TN 38117
$786,469,609 1493 A percentage of AUM
Ab Custom Alternative Solutions Llc
501 Commerce Street,
Nashville, TN 37203
$721,000,000 4 A percentage of AUM
Fixed fees
Performance Based
Brogan Financial
8351 E Walker Springs Lane , Suite 101,
Knoxville, TN 37923
$397,590,991 1637 A percentage of AUM
Fixed fees
Taylor Securities, Inc.
100 Winners Circle , Suite 400,
Brentwood, TN 37027
$286,771,526 336 A percentage of AUM
Hourly charges
Wunderlich Capital Management
40 South Main , Suite 1800,
Memphis, TN 38103
$226,474,588 187 A percentage of AUM
Pope Asset Management, Llc
5100 Poplar Avenue , Suite 3120,
Memphis, TN 38137
$127,748,405 59 A percentage of AUM
Performance Based
Alliancebernstein Holding L.P.
501 Commerce Street,
Nashville, TN 37203
$0 0 Other (SEE SCHEDULE D, MISCELLANEOUS)
Alliancebernstein Corporation
501 Commerce Street,
Nashville, TN 37203
$0 0 Other (SEE SCHEDULE D, MISCELLANEOUS)

    List of Additional Advisors in Tennessee*

    * Additional advisors listing is provided in partnership with Yext

    Financial Advisor Office Location Phone Number
    Andrew J. Venable
    Inquire with Andrew
    1111 Northshore Dr, Suite N 160, Knoxville, TN  37919 865-330-0716
    April Thurman - Ameriprise Financial Services, LLC - CLOSED
    Inquire with April
    22 Public Sq, Ste 1, Columbia, TN  38401 931-388-6346
    Bruce Gillen - Ameriprise Financial Services, LLC - CLOSED
    Inquire with Bruce
    22 Public Sq, Ste 1, Columbia, TN  38401 800-281-6574
    Amy Eubanks
    Inquire with Amy
    1382 Union University Dr, Jackson, TN  38305 731-891-9078
    Brian Osgood
    Inquire with Brian
    9724 Kingston Pike, Ste 1010, Knoxville, TN  37922 865-690-6169
    Bilyeu CPA Group, PC
    Inquire with Bilyeu
    314 Old Jamestown Highway, Crossville, TN  38555 931-484-8200
    Anna White
    Inquire with Anna
    371 Fountain View Cir, Alcoa, TN  37701 865-982-2653
    A. Brian Massengill
    Inquire with A.
    1111 Northshore Dr, Suite N 160, Knoxville, TN  37919 865-330-0710
    Brian Douglas
    Inquire with Brian
    138 Timber Creek Dr, Cordova, TN  38018 901-312-5099
    Amy J Schaefer
    Inquire with Amy
    6410 Poplar Avenue, Ste 600, Memphis, TN  38119 901-766-8105
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      Financial advisors help their client by providing financial advice and strategy to build wealth and eliminate risk. They assess the client's risk appetite, their unique needs and requirements, their short-term and long-term goals and guide them towards adopting the right financial plan, retirement plan, estate plan or education plan etc. as necessary. Learn more about the roles & benefits of a financial advisor.

      Financial advisors strategize financial planning and help you make the right decision about your investments. They weigh the pros and cons, and are abreast with the latest industry updates regarding tax issues and investment vehicles. These valuable insights guide you to make investments that meet your financial requirements and goals such as buying a house, education, having a baby or securing your retirement. Learn more about the cost of a financial advisor?.

      A financial advisor can help you manage your finances especially when you don't have the time to do it yourself or when there are major changes in your life, such as getting married or having a baby. Even if you've managed your investment on your own, the best financial planners can vet your plan and assess it from a different perspective, to add surety to your decisions. Learn more about the best time to hire a financial advisor.

      While choosing a financial planner to help you with your investment decisions, it's important to do some spadework. Meet different consultants and compare and contrast their advice. Pick up clues that demonstrate their experience and integrity. It is also important to verify the credentials of an independent financial planner before making a decision. Read the guide on choosing the best financial advisor.

      Finding the right person or a financial advisory firm to help with your retirement planning might take some effort, but the effort is worth it. Financial advisors might have different specializations, look for one who has had past experience in retirement planning. Also, this could translate to a long - term relationship, so it's important to find someone whom you like, trust and respect. Read here the importance of retirement planning.

      A fiduciary is any person or firm who acts on behalf of another individual or firm to manage their assets. Fiduciary financial advisors provide their client the highest quality of care while maintaining 'good faith', meaning they wouldn't act in favor of anyone else's interests, including their own. The best way to be certain that a financial advisor is a fiduciary is to simply ask. Learn more about what is a fiduciary financial advisor.

      A financial advisor is any person who helps their client manage their money by giving valuable investment insights to help financial decision making. A financial planner is also a financial advisor but specializes in creating comprehensive plans for their clients to match their specific goals. Learn more about financial advisor vs financial planner: Who do you need?