Advisors for under $500,000 in Tennessee
How do I find fee-only advisors for under $500,000 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. A firm's average account is a better guide than a stated minimum, which many firms never publish. Records to start with include Brian Preston of Abound Wealth Management, LLC, Caroline Friedrich of Hillvale Wealth Management, 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.
- Caroline Friedrich Hillvale Wealth Management, LLC, Knoxville Holds the CFP and CPA. Fees on file: percentage of assets.
- Sreeni Meka Lakeland Wealth Management, LLC, Memphis Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Michael Shea True Equity Wealth Management LLC, Nashville Holds the CFP and EA. Fees on file: percentage of assets, one-time planning fee.
- Craig Stapleton-Corcoran Stapleton Asset Management, Franklin Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Tripp Yates Eaglestrong Financial, Memphis Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 307
- Firms
- 135
- Cities
- 34
- Hold the CFP
- 48%
- Other credentials: CFA 5% · CPA 2% · EA 0%
- How they charge (of 306 with fees on file): percentage of assets 97% · hourly 62% · fixed fees 61% · one-time planning fee 6%
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 under $500,000 by state
- California (1,221)
- Texas (997)
- Florida (752)
- Ohio (540)
- Pennsylvania (532)
- New York (485)
- Washington (450)
- Virginia (441)
- Colorado (425)
- Illinois (418)
- Georgia (408)
- North Carolina (383)
- Michigan (366)
- Massachusetts (339)
- Minnesota (322)
- Oregon (295)
- Utah (280)
- Arizona (273)
- New Jersey (270)
- Wisconsin (268)
- Kansas (266)
- Indiana (241)
- Maryland (238)
- Missouri (225)
- South Carolina (175)
- Connecticut (150)
- Iowa (141)
- Oklahoma (127)
- Idaho (121)
- Kentucky (108)
- Alabama (98)
- Louisiana (98)
- New Hampshire (94)
- Maine (91)
- Arkansas (87)
- Vermont (79)
- Nebraska (69)
- Nevada (69)
- Mississippi (54)
- Delaware (45)
- Montana (45)
- New Mexico (36)
- Rhode Island (36)
Questions about advisors for under $500,000
How many fee-only advisors for under $500,000 in Tennessee are there?
The Wellspent public graph lists 307 fee-only advisors for under $500,000 in Tennessee, at 135 firms. We counted every advisor record that fits, as of October 2026. These are advisors at firms whose average account is under $500,000.
Where are fee-only advisors for under $500,000 in Tennessee located?
Of the 307 fee-only advisors for under $500,000 in Tennessee, 58 are in Franklin, followed by 49 in Knoxville and 45 in Nashville.
How do fee-only advisors for under $500,000 in Tennessee charge?
The most common fee among fee-only advisors for under $500,000 in Tennessee is a percentage of assets, used by 97% of the 306 with fees on file. Many use more than one: 62% charge by the hour and 61% charge fixed fees.
How many fee-only advisors for under $500,000 in Tennessee hold the CFP?
48% of the 307 fee-only advisors for under $500,000 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 under $500,000?
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 under $500,000 in Tennessee?
Do you work with people who have about what I have? Do you have a minimum fee, even without an asset minimum? What would I pay in dollars each year? What's the size of your typical client?
How current is this list of fee-only advisors for under $500,000 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 307 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Jonathon Jordan | Stone Pillars Wealth Management | Franklin | CFP | Percentage of assets, Hourly |
| Spencer Hall | Retirement Planning Services | Knoxville | CFP | Percentage of assets, Hourly |
| David Hodges | Integra Wealth | Chattanooga | CFP | Percentage of assets, Hourly |
| Erich von Geis | Aspire Private Wealth Counsel | Knoxville | CFP | Percentage of assets, One-time planning fee |
| James Copper | Skinner Copper & Ehmen | Monroe | CFP | Percentage of assets, Fixed fees |
| Philip Dortch | Aspire Private Wealth Counsel | Knoxville | CFP | Percentage of assets, One-time planning fee |
| William Welborn | Hoskins Financial | Nashville | CFP | Percentage of assets, Hourly |
| Alistair Huong | AdventEdge Financial | Apison | ChFC | One-time planning fee, Ongoing planning fee |
| Andrew Clement | Alongside Wealth | Nolensville | CFP | Percentage of assets, Hourly |
| Benjamin Amos | RMG Advisors | Nashville | CFP | Percentage of assets, Hourly |
| Byron Studdard | Studdard Financial | Germantown | CFP | Percentage of assets, Hourly |
| Christopher Lim | Alongside Wealth | Nolensville | CFP | Percentage of assets, Hourly |
| Gregory Davis | RBG Wealth Advisors | Memphis | CFP | Percentage of assets |
| Isabel Biondi | Greatdane Investment | Franklin | CFP | Percentage of assets, Hourly |
| James Campbell | Campbell Asset Management | Chattanooga | CFP | Percentage of assets, Hourly |
| Jeffrey Loos | Marsh Wealth Management | Knoxville | ChFC | Percentage of assets |
| Jonathan Gillett | Wilco Financial | College Grove | Not listed | Percentage of assets |
| Justin Lester | Allied Investments | Johnson City | CFP | Percentage of assets, Hourly |
| Timothy Ellis | RBG Wealth Advisors | Memphis | CFP, PFS | Percentage of assets |
| Bradley Kessler | Kessler Planning Group | Bolivar | CFP | Percentage of assets, Fixed fees |
| James Place | Evergreen Advisors | Chattanooga | CFP | Percentage of assets |
| Jonathan Farrell | Highmark | Brentwood | CFP | Percentage of assets, Hourly |
| Michael O'Donnell | Evergreen Advisors | Chattanooga | CFP | Percentage of assets |
| Nicholas Vantrease | Provident Wealth | Knoxville | CFP | Percentage of assets, Hourly |
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