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Wellspent public graph/Locations/United States/Tennessee
United States

Fee-only advisors in Tennessee

Fee-only advisors in Memphis, Nashville and Franklin, plus 38 other cities.

What fee-only financial advisors charge in Tennessee

By the numbers

The Wellspent public graph lists 585 fee-only financial advisors serving Tennessee at 211 firms, most in Memphis, Nashville and Franklin. 43% hold the CFP certification. Of the 581 with fees on file, 97% charge percentage of assets.

Advisors listed
585
Firms
211
Cities
43
Hold the CFP
43%
  • Other credentials: CFA 9% · CPA 1% · EA 1%
  • How they charge (of 581 with fees on file): percentage of assets 97% · fixed fees 67% · hourly 58% · performance-based fees 9%

Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology

Advisors serving Tennessee (585)

Fee-only advisors serving Tennessee: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
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
William McDonald Retirement Planning Solutions Nolensville BS, CPA/PFS Percentage of assets, Hourly
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

Firms headquartered in Tennessee (180)

All 180 firms in Tennessee