Advisors for $1 million to $3 million in Tennessee
How do I find fee-only advisors for $1 million to $3 million in Tennessee?
In Tennessee, look for a fee-only firm whose typical client looks like you, with tax and estate planning included in the fee. At this level the fee is large in dollars, so ask exactly what it covers. Records to start with include Jaime Ruff of HB Wealth, Jacob Eason of Duncan Williams Asset Management and Frank Byrd of Fielder Capital Group.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Jaime Ruff HB Wealth, Nashville Holds the CFP and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Jacob Eason Duncan Williams Asset Management, Memphis Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Frank Byrd Fielder Capital Group, Nashville Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- William Jacobs Shayne & Jacobs, Nashville Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Donald Keeney Cahaba Wealth Management, Nashville Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Reid Wesson Reliant Investment Management, Memphis Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 80
- Firms
- 23
- Cities
- 9
- Hold the CFP
- 35%
- Other credentials: CFA 21% · CPA 1% · ChFC 1%
- How they charge (of 80 with fees on file): percentage of assets 100% · fixed fees 68% · hourly 38% · performance-based fees 10%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Advisors for $1 million to $3 million by state
- California (428)
- Texas (312)
- Florida (209)
- Pennsylvania (208)
- Massachusetts (187)
- New York (178)
- Ohio (158)
- Illinois (131)
- Maryland (127)
- Georgia (126)
- Colorado (124)
- Michigan (104)
- North Carolina (104)
- Wisconsin (90)
- Connecticut (83)
- Indiana (77)
- Virginia (73)
- Arizona (71)
- Washington (68)
- Minnesota (64)
- New Jersey (63)
- Alabama (54)
- Nebraska (51)
- Oregon (48)
- Missouri (44)
- Louisiana (42)
- New Hampshire (29)
- Utah (28)
- Mississippi (26)
- Rhode Island (25)
Questions about advisors for $1 million to $3 million
How many fee-only advisors for $1 million to $3 million in Tennessee are there?
The Wellspent public graph lists 80 fee-only advisors for $1 million to $3 million in Tennessee, at 23 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $1 million to $3 million.
Where are fee-only advisors for $1 million to $3 million in Tennessee located?
Of the 80 fee-only advisors for $1 million to $3 million in Tennessee, 32 are in Memphis, followed by 28 in Nashville and 10 in Brentwood.
How do fee-only advisors for $1 million to $3 million in Tennessee charge?
All 80 fee-only advisors for $1 million to $3 million in Tennessee with fees on file charge a percentage of assets. Many use more than one: 68% charge fixed fees and 38% charge by the hour.
How many fee-only advisors for $1 million to $3 million in Tennessee hold the CFP?
35% of the 80 fee-only advisors for $1 million to $3 million 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 for $1 million to $3 million?
We divide the assets each firm reports on its Form ADV by its number of accounts. It's an average per account, so a household with several accounts may hold more.
What should I ask fee-only advisors for $1 million to $3 million in Tennessee?
What would I pay in dollars each year? Are tax and estate planning included in the fee? Does your fee drop as assets grow? Who would I actually work with?
How current is this list of fee-only advisors for $1 million to $3 million 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 80 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jaime Ruff | HB Wealth | Nashville | CFP, CPA/PFS, MBA, CFDS | Percentage of assets, Flat fee or retainer |
| 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 |
| 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 |
| James Chaney | Duncan Williams Asset Management | Memphis | CFP | Percentage of assets, Hourly |
| Jason Bonn | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Kyle Gowen | Duncan Williams Asset Management | Memphis | CFP, CFA | Percentage of assets, Hourly |
| Lindsay Youngbauer | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Nicole Hughes | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Peyton Wade | Duncan Williams Asset Management | Memphis | CFP | Percentage of assets, Hourly |
| Ilinda Parham | FSG Wealth Advisors | Memphis | CFP | Percentage of assets |
| 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 |
| Colby Ring | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| Edwin Bennett | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| Jackson Greer | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| Jeffrey Jordan | Processus Wealth & Capital Management | Franklin | CFP | Percentage of assets |
| Mauricio Cortes Resendiz | Fielder Capital Group LLC | Nashville | CFA, CFP | Percentage of assets, Fixed fees |
| Robert Atkins | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| Wesley Mims | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| William Hensley | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| Anthony Chalmers | FSG Wealth Advisors | Memphis | Not listed | Percentage of assets |
| 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 |
| John Crawford | Tranquility Partners | Brentwood | CFA | Percentage of assets |
| 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 |
| Wes Poole | FSG Wealth Advisors | Memphis | Not listed | Percentage of assets |
| Grady Tabor | Processus Wealth & Capital Management | Brentwood | CFA | Percentage of assets |
| John Cosgrove | Kingsman Wealth Management | Ooltewah | Not listed | Percentage of assets |
| April Pica | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| James Baker | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| James Baker | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| Jordan Baker | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| Nathaniel Sems | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| Tyler Cohen | Tranquility Partners | Brentwood | Not listed | Percentage of assets |
| Brian O'Neill | Cahaba Wealth Management | Nashville | CFP | Percentage of assets, Fixed fees |
| Charles Laws | Cahaba Wealth Management | Nashville | CFP | Percentage of assets, Fixed fees |
| Donald Keeney | Cahaba Wealth Management | Nashville | CFP, CFA | Percentage of assets, Fixed fees |
| Emily Dafferner | Reliant Investment Management | Memphis | CFP | Percentage of assets, Hourly |
| Frank Byrd | Fielder Capital Group | Nashville | CFP, CFA | Percentage of assets, Fixed fees |
| George Wideman | Cahaba Wealth Management | Nashville | CFP | Percentage of assets, Fixed fees |
| Louis Williams | Cahaba Wealth Management | Nashville | CFP | Percentage of assets, Fixed fees |
| Nathaniel Frigge | Fielder Capital Group | Nashville | CFP | Percentage of assets, Fixed fees |
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