CFP financial advisors in Tennessee
How do I find fee-only advisors who hold the CFP in Tennessee?
In Tennessee, look for a fee-only advisor who holds the CFP certification, the broadest planning credential. You can confirm it on the CFP Board's site. Records to start with include Brian Preston of Abound Wealth Management, LLC, Stacey Hyde of Envision Financial Planning, LLC and Caroline Friedrich of Hillvale 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.
- Caroline Friedrich Hillvale Wealth Management, LLC, Knoxville Holds the CFP and CPA. Fees on file: percentage of assets.
- Joshua Short OptimalPath Advisors, LLC, Church Hill Holds the CFP and EA. Fees on file: flat fee or retainer, ongoing planning fee.
- 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.
By the numbers
- Advisors listed
- 250
- Firms
- 127
- Cities
- 25
- Hold the CFP
- 100%
- Other credentials: CFA 8% · CPA 2% · EA 1%
- How they charge (of 247 with fees on file): percentage of assets 96% · fixed fees 72% · hourly 59% · one-time planning fee 7%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
CFP financial advisors by state
- California (1,234)
- Texas (787)
- Florida (498)
- Pennsylvania (466)
- New York (422)
- Virginia (402)
- Ohio (368)
- North Carolina (353)
- Colorado (342)
- Illinois (337)
- Massachusetts (334)
- Georgia (315)
- Washington (298)
- Michigan (273)
- Minnesota (247)
- Maryland (244)
- New Jersey (213)
- Arizona (201)
- Wisconsin (192)
- Indiana (181)
- Oregon (179)
- Missouri (160)
- Kansas (142)
- Connecticut (139)
- Utah (134)
- South Carolina (123)
- New Hampshire (97)
- Iowa (83)
- Alabama (82)
- Oklahoma (69)
- Kentucky (64)
- Idaho (62)
- Nebraska (46)
- Delaware (41)
- Louisiana (41)
- Arkansas (38)
- Nevada (38)
- Vermont (38)
- Maine (37)
- Rhode Island (37)
- District of Columbia (34)
- Mississippi (31)
- Montana (26)
- New Mexico (26)
Questions about cFP financial advisors
How many fee-only advisors who hold the CFP in Tennessee are there?
The Wellspent public graph lists 250 fee-only advisors who hold the CFP in Tennessee, at 127 firms. We counted every advisor record that fits, as of October 2026.
Where are fee-only advisors who hold the CFP in Tennessee located?
Of the 250 fee-only advisors who hold the CFP in Tennessee, 56 are in Memphis, followed by 41 in Franklin and 40 in Knoxville.
How do fee-only advisors who hold the CFP in Tennessee charge?
The most common fee among fee-only advisors who hold the CFP in Tennessee is a percentage of assets, used by 96% of the 247 with fees on file. Many use more than one: 72% charge fixed fees and 59% charge by the hour.
How many fee-only advisors who hold the CFP in Tennessee hold the CFP?
100% of the 250 fee-only advisors who hold the CFP 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 CFP?
We count an advisor here when their record lists the CFP.
What should I ask fee-only advisors who hold the CFP in Tennessee?
How long have you held the CFP? Does your work cover my full plan, or mainly investments? What's your specialty beyond the CFP? How do you charge?
How current is this list of fee-only advisors who hold the CFP 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 250 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jaime Ruff | HB Wealth | Nashville | CFP, CPA/PFS, MBA, CFDS | Percentage of assets, Flat fee or retainer |
| Matthew Hale | Make the Memory Financial Planning | Johnson City | CFP | Flat fee or retainer, Ongoing planning fee |
| Mitchell Anderson | EFinancial Alliance | Franklin | CFP, MBA | One-time planning fee, Percentage of assets |
| Alex Crouch | Tech Financial Planning | Spring Hill | CFP | Percentage of assets, Ongoing planning fee |
| Jay Zigmont | Childfree Wealth | Mount Juliet | CFP, PhD, MBA | Flat fee or retainer, Ongoing planning fee |
| Joshua Short | OptimalPath Advisors, LLC | Church Hill | CFP, EA | Flat fee or retainer, Ongoing planning fee |
| Roland McIntyre | Mountaintop Wealth LLC | Chattanooga | CFP, ChFC | Percentage of assets, One-time planning fee |
| Timothy Kirch | Nashville Financial Planning | Franklin | CFP | One-time planning fee, Ongoing planning fee |
| Betsy Hutchins | Forward Financial Planning | Germantown | CFP, CRPC | Flat fee or retainer, Ongoing planning fee |
| Blair Garner | Garner Financial Management | Franklin | CFA, CFP, MS | Percentage of assets |
| Celia Brugge | Dogwood Financial Planning | Memphis | CFP, MBA | Hourly, One-time planning fee |
| John Anderson | Cypress Wealth Management, LLC | Germantown | AIF, CFP | Percentage of assets, Flat fee or retainer |
| Kevin Lao | Imagine Financial Security | Chattanooga | CFP, RICP | Percentage of assets |
| Philip Rutterer | Rutterer Planning, LLC | Nashville | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Robert DeLucas | Afton Advisors, LLC | Nashville | CFP, ChFC, MBA, RICP | Flat fee or retainer, Ongoing planning fee |
| Shaun Melby | Melby Wealth Management, LLC | Nashville | CFP | Percentage of assets, Ongoing planning fee |
| Christopher Hodges | Hodges Financial Group | Nashville | CFP, CPFA | Percentage of assets, Hourly |
| Justin Porter | Porter Wealth Management, LLC | Nashville | CFP, CPA/PFS, JD, CPA | Percentage of assets, Hourly |
| Michael Shea | True Equity Wealth Management LLC | Nashville | CFP, EA | Percentage of assets, One-time planning fee |
| Tripp Yates | Eaglestrong Financial | Memphis | CFP, CPA/PFS, CPA, PFS | Percentage of assets, Fixed fees |
| Jessica Smith | Longview Financial Advisors, Inc. | Brentwood | BS, CAP, CFP, CLU | Percentage of assets, Fixed fees |
| Stacey Hyde | Envision Financial Planning, LLC | Memphis | CFA, CFP, CPA | Percentage of assets, Hourly |
| Troy Von Haefen | Von Haefen Financial Management | Nashville | CFP | Flat fee or retainer, Ongoing planning fee |
| Carl von dem Bussche | Financial Guidance Group, Inc. | Franklin | CFP | Percentage of assets, Hourly |
| Christopher Flis | Resilient Asset Management | Memphis | CFP | Percentage of assets, Flat fee or retainer |
| Kyle Kuyat | Defining Wealth | Franklin | CFP | Flat fee or retainer, One-time planning fee |
| Sreeni Meka | Lakeland Wealth Management, LLC | Memphis | CFP, CFA, MBA | Percentage of assets, Flat fee or retainer |
| Caroline Friedrich | Hillvale Wealth Management, LLC | Knoxville | CFP, CPA | Percentage of assets |
| James Blake Bowman | Wave Wealth Planning, LLC | Nashville | CFP | Percentage of assets, Hourly |
| Justin Follmer | Coastal Wealth Advisors | Nashville | CFP | One-time planning fee |
| Skee Orr | Kinetic Wealth | Knoxville | AIF, ATP, CFP | Percentage of assets, Hourly |
| Austin McLaughlin | Retirement Planning Services | Knoxville | CFP | Percentage of assets, Hourly |
| Celeste Pryor | Red Door Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Connor Cox | ProffittGoodson Private Wealth | Knoxville | CFP | Percentage of assets, Hourly |
| John Phillips | Red Door Wealth Management | Memphis | CFP, CFA | Percentage of assets, Fixed fees |
| Jonathon Jordan | Stone Pillars Wealth Management | Franklin | CFP | Percentage of assets, Hourly |
| Peyton Klawinski | Red Door Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Spencer Hall | Retirement Planning Services | Knoxville | CFP | Percentage of assets, Hourly |
| William Allen | Red Door Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Andrew Peapos | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Ann Taylor Knotts | Woodmont Investment Counsel | Nashville | CFP, CFA | Percentage of assets |
| April Lowery | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Cade Schacher | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Christopher Purcell | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| David Hodges | Integra Wealth | Chattanooga | CFP | Percentage of assets, Hourly |
| David Scully | Duncan Williams Asset Management | Memphis | CFP, CFA | Percentage of assets, Hourly |
| Erich von Geis | Aspire Private Wealth Counsel | Knoxville | CFP | Percentage of assets, One-time planning fee |
| Jacob Eason | Duncan Williams Asset Management | Memphis | CFP, CFA | Percentage of assets, Hourly |
| Jacob Samuels | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| James Chaney | Duncan Williams Asset Management | Memphis | CFP | Percentage of assets, Hourly |
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