Beau Bushong
LeConte Wealth · Maryville, Tennessee
Beau Bushong is a fee-only financial advisor at LeConte Wealth in Maryville, Tennessee. Beau charges a percentage of assets (1.5% a year on the first tier of assets managed) and focuses on retirement planning, tax planning and estate & legacy planning.
Request an introduction to Beau →
Specialties
Who they serve
- Retirees
Facts
| Firm | LeConte Wealth |
|---|---|
| Based in | Maryville, Tennessee |
| Fee model | Percentage of assets |
| Fees (firm's website) | 1.5% a year on the first tier of assets managed |
| Accepting new clients | Yes |
| Assets under management | $346.8M across 874 accounts |
| SEC registration | Investment adviser representative in TN · CRD 8237376 |
| Exams passed | Series 65 (2025) |
| Firm size | 11 employees |
| Disclosures | None reported |
| Website | www.lecontewealth.com |
How Beau's firm compares
- LeConte Wealth's average account is about $397,000, from its Form ADV (assets managed divided by 874 accounts).
Request an introduction to Beau
Tell Beau a little about what you're looking for. Beau isn't on Wellspent yet, so we'll let them know you're looking for help and pass your message on when they join. No cost, no obligation.
Questions about Beau
Is Beau Bushong a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Beau holds no broker registration, and LeConte Wealth reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Beau charge for financial advice?
Beau charges a percentage of assets.
How much does Beau charge?
According to LeConte Wealth's website, checked October 30, 2026: 1.5% a year on the first tier of assets managed.
Where is Beau Bushong based?
Beau Bushong is based in Maryville, Tennessee.
What does Beau specialize in?
Beau's specialties include retirement planning, tax planning and estate & legacy planning. Beau works with retirees.
Is Beau Bushong registered with the SEC?
Yes. Beau Bushong is registered as an investment adviser representative in TN (CRD 8237376), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does LeConte Wealth manage?
LeConte Wealth reports $346.8M across 874 accounts in assets under management.
How do I contact Beau Bushong?
Through Beau's website, www.lecontewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- LeConte Wealth website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
See something wrong? Request a correction. Read our methodology.