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Wellspent public graph/Who advisors serve/Ultra-high-net-worth families/Tennessee

Financial advisors for ultra-high-net-worth families in Tennessee

Which financial advisor should I talk to as an ultra-high-net-worth family in Tennessee?

For ultra-high-net-worth families in Tennessee, talk to a fee-only firm with a team across investing, tax, and estate work, and ask who actually does each part. At this level, how fees scale on large balances matters as much as the percentage you're quoted. Records to start with include Jaime Ruff of HB Wealth, Ann Taylor Knotts of Woodmont Investment Counsel and Kyle Kuyat of Defining Wealth.

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Where to start

Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.

  • Jaime Ruff HB Wealth, Nashville Holds the CPA and CFP. Fees on file: percentage of assets, flat fee or retainer.
  • Ann Taylor Knotts Woodmont Investment Counsel, Nashville Holds the CFA and CFP. Fees on file: percentage of assets.
  • Kyle Kuyat Defining Wealth, Franklin Holds the CFP. Fees on file: flat fee or retainer, one-time planning fee.
  • Isabel Biondi Greatdane Investment, Franklin Holds the CFP. Fees on file: percentage of assets, hourly.
  • Jeffrey Jordan Processus Wealth & Capital Management, Franklin Holds the CFP. Fees on file: percentage of assets.
  • William Martin Steel Grove, Memphis Holds the CFA. Fees on file: percentage of assets, fixed fees.

How many fee-only financial advisors in Tennessee work with ultra-high-net-worth families?

The Wellspent public graph lists 28 fee-only advisors for ultra-high-net-worth families in Tennessee, at 8 firms. We counted every advisor record that lists this work, as of October 2026.

Where are fee-only advisors for ultra-high-net-worth families in Tennessee located?

Of the 28 fee-only advisors for ultra-high-net-worth families in Tennessee, 10 are in Nashville, followed by 10 in Franklin and 7 in Memphis.

  • Nashville 10
  • Franklin 10
  • Memphis 7
  • Brentwood 1

How do fee-only advisors for ultra-high-net-worth families in Tennessee charge?

The most common fee among fee-only advisors for ultra-high-net-worth families in Tennessee is a percentage of assets, used by 100% of the 28 with fees on file. Many use more than one: 50% charge performance-based fees and 32% charge by the hour.

How much do fee-only financial advisors charge in Tennessee?

Fee-only financial advisors in Tennessee charge a median of $4,200 a year for ongoing planning. We found this across the published prices of 13 Tennessee firms.

How much does a one-time financial plan cost in Tennessee?

A one-time financial plan from a fee-only firm in Tennessee has a median price of $2,000. We found this across the published prices of 15 Tennessee firms.

See every fee-only advisor fee in Tennessee

What credentials should a financial advisor for ultra-high-net-worth families have?

For ultra-high-net-worth families, look for the CFA, CPA and CFP. In Tennessee, 39% of the 28 advisors listed hold the CFP.

CFA21% in Tennessee
The CFA supports complex portfolios.
CPA4% in Tennessee
CPAs handle tax across entities and trusts.
CFP39% in Tennessee
The CFP keeps the whole picture together.

How do Tennessee advisors for ultra-high-net-worth families compare with the rest of the US?

50% of fee-only advisors for ultra-high-net-worth families in Tennessee charge performance-based fees, compared with 12% of the 1,133 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.

  • Hold the CFA 21% 14%
  • Hold the CPA 4% 1%
  • Hold the CFP 39% 32%
  • Charge a percentage of assets 100% 96%
  • Charge performance-based fees 50% 12%
  • Charge by the hour 32% 44%

Dark bars are Tennessee. Light bars are all US advisors for ultra-high-net-worth families.

Does Tennessee have an estate or inheritance tax?

No. Tennessee has no state estate or inheritance tax, so the federal rules are the main ones to plan around.

What should I ask a financial advisor as an ultra-high-net-worth family in Tennessee?

  1. What would I pay in dollars, on my balance, each year?
  2. Who on your team handles tax and estate work?
  3. How many clients my size do you serve?
  4. How do you handle private investments?
  5. If I own property in another state, could its estate tax apply?

How current is this list of fee-only advisors for ultra-high-net-worth families in Tennessee?

Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.

All 28 advisors

Fee-only advisors for ultra-high-net-worth families in Tennessee: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Jaime Ruff HB Wealth Nashville CFP, CPA/PFS, MBA, CFDS Percentage of assets, Flat fee or retainer
Kyle Kuyat Defining Wealth Franklin CFP Flat fee or retainer, One-time planning fee
Andrew Peapos Woodmont Investment Counsel Nashville CFP Percentage of assets
Ann Taylor Knotts Woodmont Investment Counsel Nashville CFP, CFA Percentage of assets
Cade Schacher Woodmont Investment Counsel Nashville CFP Percentage of assets
Jason Bonn Woodmont Investment Counsel Nashville CFP Percentage of assets
Lindsay Youngbauer Woodmont Investment Counsel Nashville CFP Percentage of assets
Nicole Hughes Woodmont Investment Counsel Nashville CFP Percentage of assets
Isabel Biondi Greatdane Investment Franklin CFP Percentage of assets, Hourly
Brian Kopinski Woodmont Investment Counsel Nashville CFA Percentage of assets
Carolyn Bennett Woodmont Investment Counsel Nashville CFA Percentage of assets
Jack Dupuy Woodmont Investment Counsel Nashville CFA Percentage of assets
William Martin Steel Grove Memphis CFA Percentage of assets, Fixed fees
Charles Williams Partners Capital Franklin CFP Percentage of assets, Hourly
Jeffrey Jordan Processus Wealth & Capital Management Franklin CFP Percentage of assets
Micah Wakefield TrueHaven Capital Franklin Not listed Percentage of assets, Hourly
Christian Becnel Steel Grove Memphis Not listed Percentage of assets, Fixed fees
Clayton Williams Steel Grove Memphis Not listed Percentage of assets, Fixed fees
Craig Sneed Steel Grove Memphis Not listed Percentage of assets, Fixed fees
Jonathan Martin Steel Grove Memphis Not listed Percentage of assets, Fixed fees
Steven Sansom Steel Grove Memphis Not listed Percentage of assets, Fixed fees
Timothy Ballard Steel Grove Memphis Not listed Percentage of assets, Fixed fees
Grady Tabor Processus Wealth & Capital Management Brentwood CFA Percentage of assets
Eric Fitzgerald Partners Capital Franklin Not listed Percentage of assets, Hourly
Kenneth Gamble Partners Capital Franklin Not listed Percentage of assets, Hourly
Manuel Parra Partners Capital Franklin Not listed Percentage of assets, Hourly
Michael Tison Partners Capital Franklin Not listed Percentage of assets, Hourly
Sean Jabbar Partners Capital Franklin Not listed Percentage of assets, Hourly

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