Advisors for $500,000 to $1 million in Tennessee
How do I find fee-only advisors for $500,000 to $1 million in Tennessee?
In Tennessee, look for a fee-only firm whose typical client looks like you, since that's who its process is built for. At this level, compare what a percentage fee comes to in dollars with a flat fee for the same work. Records to start with include Stacey Hyde of Envision Financial Planning, LLC, Blair Garner of Garner Financial Management and John Phillips of Red Door Wealth Management.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Stacey Hyde Envision Financial Planning, LLC, Memphis Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- 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.
- Neil Goodson ProffittGoodson Private Wealth, Knoxville Holds the CFA. Fees on file: percentage of assets, hourly.
- George Stadler HMS Investment Advisors, Nashville Holds the CFA. Fees on file: percentage of assets, hourly.
- Peter Shea Quantitative Solutions, Franklin Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 179
- Firms
- 42
- Cities
- 14
- Hold the CFP
- 36%
- Other credentials: CFA 12% · CPA 1% · ChFC 3%
- How they charge (of 179 with fees on file): percentage of assets 98% · fixed fees 77% · hourly 60% · performance-based fees 21%
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 $500,000 to $1 million by state
- California (1,002)
- Texas (486)
- New York (410)
- Florida (340)
- Pennsylvania (309)
- Massachusetts (287)
- Virginia (267)
- Colorado (254)
- Illinois (214)
- North Carolina (211)
- Washington (188)
- Georgia (186)
- Michigan (170)
- Arizona (145)
- New Jersey (139)
- Ohio (139)
- Connecticut (137)
- Oregon (135)
- Maryland (128)
- Wisconsin (127)
- Missouri (105)
- South Carolina (94)
- Indiana (86)
- Utah (76)
- Minnesota (75)
- Idaho (65)
- Oklahoma (63)
- New Hampshire (56)
- Kansas (41)
- Nevada (41)
- Delaware (40)
- Alabama (39)
- Kentucky (39)
- Iowa (38)
- Hawaii (32)
- Louisiana (28)
- Vermont (26)
Questions about advisors for $500,000 to $1 million
How many fee-only advisors for $500,000 to $1 million in Tennessee are there?
The Wellspent public graph lists 179 fee-only advisors for $500,000 to $1 million in Tennessee, at 42 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is $500,000 to $1 million.
Where are fee-only advisors for $500,000 to $1 million in Tennessee located?
Of the 179 fee-only advisors for $500,000 to $1 million in Tennessee, 56 are in Memphis, followed by 27 in Knoxville and 25 in Nashville.
How do fee-only advisors for $500,000 to $1 million in Tennessee charge?
The most common fee among fee-only advisors for $500,000 to $1 million in Tennessee is a percentage of assets, used by 98% of the 179 with fees on file. Many use more than one: 77% charge fixed fees and 60% charge by the hour.
How many fee-only advisors for $500,000 to $1 million in Tennessee hold the CFP?
36% of the 179 fee-only advisors for $500,000 to $1 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 $500,000 to $1 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 $500,000 to $1 million in Tennessee?
What would I pay in dollars each year? Do you offer a flat fee at this level? What's the size of your typical client? What do I get that I couldn't do myself?
How current is this list of fee-only advisors for $500,000 to $1 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 179 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 |
| 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 |
| Peyton Klawinski | Red Door Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| William Allen | Red Door Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| William McDonald | Retirement Planning Solutions | Nolensville | BS, CPA/PFS | Percentage of assets, Hourly |
| April Lowery | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Christopher Purcell | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Jacob Samuels | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Lukas McCalla | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Martin Kelman | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Patrick O'Hearn | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| William Steinberg | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Aaron Nolan | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Brian Barthol | William Howard & Co. Financial Advisors | Memphis | CFP | Percentage of assets, Hourly |
| Caden Mumford | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Claire Kluth | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| David Goodson | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| Eric Foster | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Heather Coulter | William Howard & Co. Financial Advisors | Memphis | CFP | Percentage of assets, Hourly |
| Jack Waltman | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Melissa Ballard | PYA Waltman Capital | Knoxville | CFP | 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 |
| William Howard | William Howard & Co. Financial Advisors | Memphis | CFP, ChFC | Percentage of assets, Hourly |
| Andrew Buzan | Kelman-Lazarov | Memphis | CFA | Percentage of assets, Hourly |
| Anthony Steffan | HS Wealth Partners | Nashville | CFP | Percentage of assets |
| Brienne Jackson | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Brittany Paul | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Cathy Simmons | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Duncan Miller | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| E Jalenak | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Hallie Peyton | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Lindsey Mazzola | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Nathan Powell | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Nicholas Sowell | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Rebecca Rawlinson | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Robin Sievers | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Aaron Sams | PYA Waltman Capital | Knoxville | CFA | Percentage of assets, Hourly |
| Brian Koonce | Paul Winkler | Goodlettsville | CFP | Percentage of assets, Hourly |
| Carter Hansard | Barnett & Company | Chattanooga | CFP | Percentage of assets, Hourly |
| Christopher Williamson | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Connor Mykleby | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Connor Wright | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Curtis Henson | Paul Winkler | Goodlettsville | CFP | Percentage of assets, Hourly |
| Daniel Hill | Paul Winkler | Goodlettsville | CFP | Percentage of assets, Hourly |
| James Dickson | Paul Winkler | Franklin | CFP | Percentage of assets, Hourly |
| James Proffitt | ProffittGoodson Private Wealth | Knoxville | Not listed | Percentage of assets, Hourly |
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