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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
James Chaney Duncan Williams Asset Management Memphis CFP Percentage of assets, Hourly
James Copper Skinner Copper & Ehmen Monroe CFP Percentage of assets, Fixed fees
Jason Bonn Woodmont Investment Counsel Nashville CFP Percentage of assets
Kyle Gowen Duncan Williams Asset Management Memphis CFP, CFA Percentage of assets, Hourly
Lindsay Youngbauer Woodmont Investment Counsel Nashville CFP Percentage of assets
Lukas McCalla Kelman-Lazarov Memphis CFP Percentage of assets, Hourly
Martin Kelman Kelman-Lazarov Memphis CFP Percentage of assets, Hourly
Nicole Hughes Woodmont Investment Counsel Nashville CFP Percentage of assets
Patrick O'Hearn Kelman-Lazarov Memphis CFP Percentage of assets, Hourly
Peyton Wade Duncan Williams Asset Management Memphis CFP Percentage of assets, Hourly
Philip Dortch Aspire Private Wealth Counsel Knoxville CFP Percentage of assets, One-time planning fee
William Steinberg Kelman-Lazarov Memphis CFP Percentage of assets, Hourly
William Welborn Hoskins Financial Nashville CFP Percentage of assets, Hourly
Aaron Nolan PYA Waltman Capital Knoxville 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
Brian Barthol William Howard & Co. Financial Advisors Memphis CFP Percentage of assets, Hourly
Byron Studdard Studdard Financial Germantown CFP Percentage of assets, Hourly
Caden Mumford PYA Waltman Capital Knoxville CFP Percentage of assets, Hourly
Christopher Lim Alongside Wealth Nolensville 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
Gregory Davis RBG Wealth Advisors Memphis CFP Percentage of assets
Heather Coulter William Howard & Co. Financial Advisors Memphis CFP Percentage of assets, Hourly
Ilinda Parham FSG Wealth Advisors Memphis CFP Percentage of assets
Isabel Biondi Greatdane Investment Franklin CFP Percentage of assets, Hourly
Jack Waltman PYA Waltman Capital Knoxville 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
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
Timothy Ellis RBG Wealth Advisors Memphis CFP, PFS Percentage of assets
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
Bradley Kessler Kessler Planning Group Bolivar CFP Percentage of assets, Fixed fees
Brian Kopinski Woodmont Investment Counsel Nashville CFA 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
Carolyn Bennett Woodmont Investment Counsel Nashville CFA Percentage of assets
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
Frenise Mann Mann Financial Chattanooga Not listed Percentage of assets, Flat fee or retainer
Hallie Peyton Legacy Wealth Management Memphis CFP Percentage of assets, Fixed fees

Firms headquartered in Tennessee (180)

All 180 firms in Tennessee