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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
Richard Zivi NBZ Investment Advisors Knoxville Not listed Percentage of assets, Hourly
Robert Copeland Copeland Wealth Management Clarksville Not listed Percentage of assets, Hourly
Robert Green Roan Capital Partners Oak Ridge Not listed Percentage of assets, Hourly
Robert McLean HHM Wealth Advisors Chattanooga Not listed Percentage of assets, Hourly
Robert Wade W Advisors Germantown Not listed Percentage of assets, Hourly
Ronald Behymer Kimery Wealth Management Memphis Not listed Percentage of assets, Fixed fees
Ronald Partain Commerce Advisors Memphis Not listed Percentage of assets, Fixed fees
Rosemary Frank Rosemary Frank Financial Brentwood Not listed Percentage of assets, Hourly
Ryan Dean Kimery Wealth Management Memphis Not listed Percentage of assets, Fixed fees
Ryan Moore Retirement Solutions Group Franklin Not listed Fixed fees
Sage Clement Oasis Wealth Planning Advisors Nashville Not listed Percentage of assets, Hourly
Samuel Needham Constellation Wealth Advisors Franklin Not listed Percentage of assets, Subscription
Scott Davis Family Tree Wealth Advisors Mt Juliet Not listed Percentage of assets
Scott Linn BCS Wealth Management Johnson City Not listed Percentage of assets, Hourly
Scott Poore Eudaimonia Asset Management Memphis Not listed Not listed
Scott Shows Family WMS Memphis Not listed Percentage of assets
Seth Felker The Nalls Sherbakoff Group Knoxville Not listed Percentage of assets, Hourly
Stephanie Sayres Portfolio Audit Knoxville Not listed Percentage of assets, Hourly
Stephen Burroughs Capital Advisors Wealth Management Chattanooga Not listed Percentage of assets, Hourly
Stephen House Family WMS Memphis Not listed Percentage of assets
Stephen Rowley American Wealth Management Nashville Not listed Percentage of assets, Hourly
Susan Mull CAP Partners Franklin Not listed Percentage of assets, Hourly
Tanya Spiller CAP Partners Franklin Not listed Percentage of assets, Hourly
Taylor Nobriga Kimery Wealth Management Memphis Not listed Percentage of assets, Fixed fees
Thomas Chapman Shayne & Jacobs Nashville Not listed Percentage of assets, Hourly
Thomas Nickell J. Mark Nickell & Brentwood Not listed Percentage of assets, Hourly
Thomas Sayres Portfolio Audit Knoxville Not listed Percentage of assets, Hourly
Thomas Sayres II Portfolio Audit Knoxville Not listed Percentage of assets, Hourly
Toby Green Tennessee Wealth Management Franklin Not listed Percentage of assets, Hourly
Travis Anderson TBH Global Asset Management Franklin Not listed Percentage of assets, Hourly
Vincent Giannattasio A&g Financial Management Nashville Not listed Percentage of assets
William Butler TBH Global Asset Management Brentwood Not listed Percentage of assets, Hourly
William Fletcher Fletcher Wealth Management Kingsport Not listed Percentage of assets, Fixed fees
William Scott Keystone Financial Resources Brentwood Not listed Percentage of assets, Hourly
William White Rooks Wealth Advisors Chattanooga Not listed Percentage of assets, Hourly

Firms headquartered in Tennessee (180)

All 180 firms in Tennessee