CFA financial advisors in Tennessee
How do I find fee-only advisors who hold the CFA in Tennessee?
In Tennessee, look for a fee-only advisor who holds the CFA charter if investment analysis is your main need. The CFA centers on investing, so check who handles the rest of your plan. Records to start with include Brian Preston of Abound Wealth Management, LLC, Stacey Hyde of Envision Financial Planning, LLC and Sreeni Meka of Lakeland Wealth Management, LLC.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Brian Preston Abound Wealth Management, LLC, Franklin Holds the CFP, CFA and CPA. Fees on file: percentage of assets, fixed fees.
- Stacey Hyde Envision Financial Planning, LLC, Memphis Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Sreeni Meka Lakeland Wealth Management, LLC, Memphis Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Blair Garner Garner Financial Management, Franklin Holds the CFP and CFA. Fees on file: percentage of assets.
- John Phillips Red Door Wealth Management, Memphis Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Donald Keeney Cahaba Wealth Management, Nashville Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 54
- Firms
- 39
- Cities
- 7
- Hold the CFP
- 35%
- Other credentials: CFA 100% · CPA 4%
- How they charge (of 54 with fees on file): percentage of assets 96% · fixed fees 70% · hourly 52% · performance-based fees 7%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFA financial advisors by state
- California (276)
- Massachusetts (150)
- Texas (138)
- Pennsylvania (131)
- New York (125)
- Illinois (120)
- Florida (115)
- Georgia (104)
- Colorado (87)
- Ohio (80)
- North Carolina (76)
- Virginia (74)
- Michigan (73)
- Washington (70)
- Maryland (67)
- Minnesota (63)
- Wisconsin (59)
- New Jersey (58)
- Connecticut (47)
- Arizona (46)
- Oregon (36)
- Missouri (33)
- Indiana (27)
Questions about cFA financial advisors
How many fee-only advisors who hold the CFA in Tennessee are there?
The Wellspent public graph lists 54 fee-only advisors who hold the CFA in Tennessee, at 39 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFA in Tennessee located?
Of the 54 fee-only advisors who hold the CFA in Tennessee, 14 are in Memphis, followed by 14 in Nashville and 9 in Franklin.
How do fee-only advisors who hold the CFA in Tennessee charge?
The most common fee among fee-only advisors who hold the CFA in Tennessee is a percentage of assets, used by 96% of the 54 with fees on file. Many use more than one: 70% charge fixed fees and 52% charge by the hour.
How many fee-only advisors who hold the CFA in Tennessee hold the CFP?
35% of the 54 fee-only advisors who hold the CFA in Tennessee hold the CFP certification, based on the credentials listed on each record.
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.
How does Wellspent decide who counts as fee-only advisors who hold the CFA?
We count an advisor here when their record lists the CFA.
What should I ask fee-only advisors who hold the CFA in Tennessee?
Who handles my tax and retirement planning? How do you build a portfolio? Do you pick investments yourself, or use funds? How do you charge?
How current is this list of fee-only advisors who hold the CFA 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 54 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Blair Garner | Garner Financial Management | Franklin | CFA, CFP, MS | Percentage of assets |
| Stacey Hyde | Envision Financial Planning, LLC | Memphis | CFA, CFP, CPA | Percentage of assets, Hourly |
| Sreeni Meka | Lakeland Wealth Management, LLC | Memphis | CFP, CFA, MBA | Percentage of assets, Flat fee or retainer |
| John Phillips | Red Door Wealth Management | Memphis | CFP, CFA | Percentage of assets, Fixed fees |
| Ann Taylor Knotts | Woodmont Investment Counsel | Nashville | CFP, CFA | Percentage of assets |
| David Scully | Duncan Williams Asset Management | Memphis | CFP, CFA | Percentage of assets, Hourly |
| Jacob Eason | Duncan Williams Asset Management | Memphis | CFP, CFA | Percentage of assets, Hourly |
| Kyle Gowen | Duncan Williams Asset Management | Memphis | CFP, CFA | Percentage of assets, Hourly |
| David Goodson | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| Michael Cermak | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| Neil Goodson | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| Andrew Buzan | Kelman-Lazarov | Memphis | CFA | Percentage of assets, Hourly |
| Brian Kopinski | Woodmont Investment Counsel | Nashville | CFA | Percentage of assets |
| Carolyn Bennett | Woodmont Investment Counsel | Nashville | CFA | Percentage of assets |
| Hiroshi Goto | Goto Financial Advisory | Franklin | CFA | One-time planning fee |
| Jack Dupuy | Woodmont Investment Counsel | Nashville | CFA | Percentage of assets |
| Aaron Hardy | S.E.E.D. Planning Group | Knoxville | CFA | Percentage of assets, Hourly |
| Aaron Sams | PYA Waltman Capital | Knoxville | CFA | Percentage of assets, Hourly |
| Craig Stapleton-Corcoran | Stapleton Asset Management | Franklin | CFP, CFA | Percentage of assets, Hourly |
| Drew Echternach | Jefferson Bridge Capital | Nashville | CFP, CFA | Percentage of assets |
| William Martin | Steel Grove | Memphis | CFA | Percentage of assets, Fixed fees |
| Brian Preston | Abound Wealth Management, LLC | Franklin | CFP, CPA/PFS, CFA | Percentage of assets, Fixed fees |
| Erik Boehm | Stone Bridge Asset Management | Chattanooga | CFA | Percentage of assets, Fixed fees |
| Lawrence Epperly | Legacy Wealth Management | Memphis | CFA | Percentage of assets, Fixed fees |
| Mauricio Cortes Resendiz | Fielder Capital Group LLC | Nashville | CFA, CFP | Percentage of assets, Fixed fees |
| Wallace Hope | Legacy Wealth Management | Memphis | CFA | Percentage of assets, Fixed fees |
| John Crawford | Tranquility Partners | Brentwood | CFA | Percentage of assets |
| Warren Barnett | Barnett & Company | Chattanooga | CFA | Percentage of assets, Hourly |
| Christopher Hopkins | Apogee Wealth Partners | Chattanooga | CFA | Percentage of assets, Hourly |
| Grady Tabor | Processus Wealth & Capital Management | Brentwood | CFA | Percentage of assets |
| Andrew Christopher | Leading Edge Financial Planning | Knoxville | CFP, CFA | Percentage of assets |
| Andrew Ellis | Patriot Investment Management Group | Knoxville | CFP, PFS, CFA | Percentage of assets, Hourly |
| Bo Hanson | Abound Wealth Management | Franklin | CFP, CFA | Percentage of assets, Fixed fees |
| Donald Keeney | Cahaba Wealth Management | Nashville | CFP, CFA | Percentage of assets, Fixed fees |
| Frank Byrd | Fielder Capital Group | Nashville | CFP, CFA | Percentage of assets, Fixed fees |
| Reid Wesson | Reliant Investment Management | Memphis | CFP, CFA | Percentage of assets, Hourly |
| William Jacobs | Shayne & Jacobs | Nashville | CFP, CFA | Percentage of assets, Hourly |
| Angela Robinson | HMS Investment Advisors | Nashville | CFA | Percentage of assets, Hourly |
| Ashlee Patten | The Patten Group | Chattanooga | CFA | Percentage of assets, Hourly |
| Bryan Fastenau | HMS Investment Advisors | Nashville | CFA | Percentage of assets, Hourly |
| Destin Tompkins | Efinancial Alliance | Franklin | CFA | Percentage of assets, Hourly |
| George Stadler | HMS Investment Advisors | Nashville | CFA | Percentage of assets, Hourly |
| Grant Allen | The Patten Group | Chattanooga | CFA | Percentage of assets, Hourly |
| James Casanova | Retirement Solutions Group | Franklin | CFA | Fixed fees |
| John Jones | The Patten Group | Chattanooga | CFA | Percentage of assets, Hourly |
| John Russell | Silverleafe Capital Partners | Germantown | CFA | Percentage of assets, Fixed fees |
| Joseph Nickell | J. Mark Nickell & | Brentwood | PFS, CFA | Percentage of assets, Hourly |
| Mark Dodson | Cypress Capital | Franklin | CFA | Percentage of assets, Hourly |
| Melner Bond | Oasis Wealth Planning Advisors | Nashville | CFA | Percentage of assets, Hourly |
| Michael Brooks | Cypress Capital | Franklin | CFA | Percentage of assets, Hourly |
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