Fee-only advisors in Tennessee
Fee-only advisors in Memphis, Nashville and Franklin, plus 38 other cities.
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)
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jere Sights | TD Capital Management | Memphis | Not listed | Percentage of assets, Hourly |
| Jesse Johnson | Applied Capital | Nashville | Not listed | Percentage of assets |
| John Brandon | BCS Wealth Management | Johnson City | Not listed | Percentage of assets, Hourly |
| John Huffman | Reliant Investment Management | Memphis | Not listed | Percentage of assets, Hourly |
| John Rogers | Laffer Tengler Investments | Nashville | Not listed | Percentage of assets, Hourly |
| John Smartt | Patriot Investment Management Group | Knoxville | Not listed | Percentage of assets, Hourly |
| John Wortham | Patriot Investment Management Group | Knoxville | Not listed | Percentage of assets, Hourly |
| Jon Mouton | CAP Partners | Franklin | Not listed | Percentage of assets, Hourly |
| Jordan Witt | Witt Financial Group | Crossville | Not listed | Percentage of assets, Hourly |
| Joseph Horner | Private Wealth Management | Memphis | Not listed | Percentage of assets, Hourly |
| Joseph McCameron | Visionary Horizons | Knoxville | Not listed | Percentage of assets, Hourly |
| Joseph Pessetto | Cypress Capital | Franklin | Not listed | Percentage of assets, Hourly |
| Joshua Davis | TBH Global Asset Management | Brentwood | Not listed | Percentage of assets, Hourly |
| Joy Garland | Roan Capital Partners | Johnson City | Not listed | Percentage of assets, Hourly |
| Justin Peterkin | Commerce Advisors | Memphis | Not listed | Percentage of assets, Fixed fees |
| Karen House | Pinnacle Wealth Management | Dyersburg | Not listed | Percentage of assets, Hourly |
| Karen Tidwell | CAP Partners | Franklin | Not listed | Percentage of assets, Hourly |
| Karissa McLaren | Oasis Wealth Planning Advisors | Nashville | Not listed | Percentage of assets, Hourly |
| Kayla Coyle | The Patten Group | Chattanooga | Not listed | Percentage of assets, Hourly |
| Kaylee Feathers | Aldebaran Financial | Kingsport | Not listed | Percentage of assets, Hourly |
| Keith Hays | Cypress Capital | Franklin | Not listed | Percentage of assets, Hourly |
| Kevin Fuerst | Fuerst Financial Group | Chattanooga | Not listed | Percentage of assets, Hourly |
| Kevin Kimery | Kimery Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Kurt Voldeng | Commerce Advisors | Memphis | Not listed | Percentage of assets, Fixed fees |
| Kyle Kelly | Tarragon Capital | Chattanooga | Not listed | Percentage of assets, Hourly |
| Larry Grogan | Grogan Advisory Services | Johnson City | Not listed | Percentage of assets |
| Laura Bolton | Patriot Investment Management Group | Knoxville | Not listed | Percentage of assets, Hourly |
| Laura Owsley | AM Investment Strategies | Chattanooga | Not listed | Percentage of assets, Fixed fees |
| Leigh Luther | Cypress Capital | Franklin | Not listed | Percentage of assets, Hourly |
| Lon Magness | Reliant Investment Management | Memphis | Not listed | Percentage of assets, Hourly |
| Lydia Burroughs | Capital Advisors Wealth Management | Chattanooga | Not listed | Percentage of assets, Hourly |
| Margaret Patterson | Silverleafe Capital Partners | Germantown | Not listed | Percentage of assets, Fixed fees |
| Margaret Truitt | Cahaba Wealth Management | Nashville | Not listed | Percentage of assets, Fixed fees |
| Mark Covell | Leading Edge Financial Planning | Knoxville | Not listed | Percentage of assets |
| Mete Fikri | SEF Financial | Brentwood | Not listed | Percentage of assets, Hourly |
| Michael Brown | Patriot Investment Management Group | Crossville | Not listed | Percentage of assets, Hourly |
| Michael Madzin | Laffer Tengler Investments | Chattanooga | Not listed | Percentage of assets, Hourly |
| Michael Organ | CAP Partners | Franklin | Not listed | Percentage of assets, Hourly |
| Michael Perdzock | Commerce Advisors | Memphis | Not listed | Percentage of assets, Fixed fees |
| Michele Wieber | Ellis Financial Planning | Clarksville | Not listed | Percentage of assets, Hourly |
| Nathan Goodwin | BCS Wealth Management | Kingsport | Not listed | Percentage of assets, Hourly |
| Nicholas Clay | BCS Wealth Management | Johnson City | Not listed | Percentage of assets, Hourly |
| Noah Ledingham | Patriot Investment Management Group | Knoxville | Not listed | Percentage of assets, Hourly |
| Noah Scott | Keystone Financial Resources | Brentwood | Not listed | Percentage of assets, Hourly |
| Noel Eddleman | Eddleman & Eddleman | Jackson | Not listed | Percentage of assets, Hourly |
| Patrick Young | Longest & Young | Knoxville | Not listed | Percentage of assets, Hourly |
| Peter Raber | Aldebaran Financial | Kingsport | Not listed | Percentage of assets, Hourly |
| Philip Thomas | HMS Investment Advisors | Nashville | Not listed | Percentage of assets, Hourly |
| Randall Noel | Worthview Capital Management | Nashville | Not listed | Percentage of assets |
| Richard Eskrigge | Silverleafe Capital Partners | Germantown | Not listed | Percentage of assets, Fixed fees |
Firms headquartered in Tennessee (180)
-
A&g Financial Management
Nashville, Tennessee
-
Abound Wealth Management, LLC
Franklin, Tennessee
-
Adkins Asset Management
Cordova, Tennessee
-
AdventEdge Financial
Apison, Tennessee
-
Afton Advisors, LLC
Nashville, Tennessee
-
AJ Advisors
Nashville, Tennessee
-
Aldebaran Financial
Kingsport, Tennessee
-
Allied Investments
Johnson City, Tennessee
-
Alongside Wealth
Nolensville, Tennessee
-
AM Investment Strategies
Chattanooga, Tennessee
-
Apogee Wealth Partners
Chattanooga, Tennessee
-
Aries Investments
Lakeland, Tennessee
-
Arrow Alliance
Franklin, Tennessee
-
Aspire Private Wealth Counsel
Knoxville, Tennessee
-
Ball & Company
Brentwood, Tennessee
-
Barnett & Company
Chattanooga, Tennessee
-
BCS Wealth Management
Johnson City, Tennessee
-
Belinda Leslie a Registered Investment Adviser
Franklin, Tennessee
-
Blong Financial
Memphis, Tennessee
-
Boulevard Money
Nashville, Tennessee
-
Brewer Financial Strategies
Nashville, Tennessee
-
Cairn Financial Group
Nashville, Tennessee
-
Campbell Asset Management
Chattanooga, Tennessee
-
CAP Partners
Franklin, Tennessee
-
Capital Advisors Wealth Management
Chattanooga, Tennessee
-
Childfree Wealth
Mount Juliet, Tennessee
-
Christian A. Hermo
Nashville, Tennessee
-
Commerce Advisors
Memphis, Tennessee
-
Copeland Wealth Management
Clarksville, Tennessee
-
Creative Investment Group
Nashville, Tennessee
-
Cypress Capital
Franklin, Tennessee
-
Cypress Wealth Management, LLC
Germantown, Tennessee
-
DCapital Wealth
Franklin, Tennessee
-
Decker Wealth Management
Nashville, Tennessee
-
Defelice Capital Management
Brentwood, Tennessee
-
Dirigo Private Wealth
Nashville, Tennessee
-
Dogwood Financial Planning
Memphis, Tennessee
-
DRW Financial
Chattanooga, Tennessee
-
Duncan Williams Asset Management
Memphis, Tennessee
-
Eaglestrong Financial
Memphis, Tennessee
-
Eaglestrong Financial, LLC
Memphis, Tennessee
-
Eddleman & Eddleman
Jackson, Tennessee
-
Edgehelm Financial
Nashville, Tennessee
-
EFinancial Alliance
Franklin, Tennessee
-
Ellis Financial Planning
Clarksville, Tennessee
-
Envision Financial Planning, LLC
Memphis, Tennessee
-
Eudaimonia Asset Management
Winchester, Tennessee
-
Evergreen Advisors
Chattanooga, Tennessee
-
Family Tree Wealth Advisors
Mt Juliet, Tennessee
-
Fielder Capital Group LLC
Nashville, Tennessee
-
Fifr
Nashville, Tennessee
-
Financial Guidance Group, Inc.
Franklin, Tennessee
-
Fletcher Wealth Management
Kingsport, Tennessee
-
Fortitude Wealth Management
Murfreesboro, Tennessee
-
Forward Financial Planning
Germantown, Tennessee
-
Frazee Investment Consulting
Memphis, Tennessee
-
FSG Wealth Advisors
Memphis, Tennessee
-
Fuerst Financial Group
Chattanooga, Tennessee
-
Garner Financial Management
Franklin, Tennessee
-
Goto Financial Advisory
Franklin, Tennessee