W Wellspent Public advisor graph
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
Hiroshi Goto Goto Financial Advisory Franklin CFA One-time planning fee
Jack Dupuy Woodmont Investment Counsel Nashville CFA Percentage of assets
James Place Evergreen Advisors Chattanooga CFP Percentage of assets
Jonathan Farrell Highmark Brentwood CFP Percentage of assets, Hourly
Lindsey Mazzola Legacy Wealth Management Memphis CFP Percentage of assets, Fixed fees
Michael O'Donnell Evergreen Advisors Chattanooga CFP Percentage of assets
Nathan Powell Legacy Wealth Management Memphis CFP Percentage of assets, Fixed fees
Nicholas Sowell Legacy Wealth Management Memphis CFP Percentage of assets, Fixed fees
Nicholas Vantrease Provident Wealth Knoxville CFP Percentage of assets, Hourly
Rebecca Rawlinson Legacy Wealth Management Memphis CFP Percentage of assets, Fixed fees
Robin Sievers Legacy Wealth Management Memphis CFP Percentage of assets, Fixed fees
Steven Kibbel Kibbel Financial Planning Franklin CFP, ChFC Percentage of assets, Hourly
Aaron Hardy S.E.E.D. Planning Group Knoxville CFA Percentage of assets, Hourly
Aaron Sams PYA Waltman Capital Knoxville CFA Percentage of assets, Hourly
Alexander Willard LeConte Wealth Maryville Not listed Percentage of assets
Andrew Gilbert LoneTree Wealth Management Memphis CFP Percentage of assets, Fixed fees
Beau Bushong LeConte Wealth Maryville Not listed Percentage of assets
Brian Koonce Paul Winkler Goodlettsville CFP Percentage of assets, Hourly
Bryan Belew LeConte Wealth Maryville Not listed Percentage of assets
Carter Hansard Barnett & Company Chattanooga CFP Percentage of assets, Hourly
Christopher Williamson Red Door Wealth Management Memphis Not listed Percentage of assets, Fixed fees
Connor Mykleby Red Door Wealth Management Memphis Not listed Percentage of assets, Fixed fees
Connor Wright Red Door Wealth Management Memphis Not listed Percentage of assets, Fixed fees
Craig Stapleton-Corcoran Stapleton Asset Management Franklin CFP, CFA Percentage of assets, Hourly
Curtis Henson Paul Winkler Goodlettsville CFP Percentage of assets, Hourly
Daniel Hill Paul Winkler Goodlettsville CFP Percentage of assets, Hourly
Derrik Hubbard Stewardship Solution Germantown CFP Percentage of assets, Hourly
Douglas Jackson Jackson Wealth Franklin CFP Percentage of assets, Hourly
Douglas Whitten LeConte Wealth Maryville Not listed Percentage of assets
Drew Echternach Jefferson Bridge Capital Nashville CFP, CFA Percentage of assets
Grayson Garvin Arrow Alliance Franklin CFP Percentage of assets, Fixed fees
Hoy Grimm LeConte Wealth Maryville Not listed Percentage of assets
James Bertram Baynes Investment Counsel Franklin Not listed Percentage of assets, Hourly
James Dickson Paul Winkler Franklin CFP Percentage of assets, Hourly
James Proffitt ProffittGoodson Private Wealth Knoxville Not listed Percentage of assets, Hourly
James Wood Paul Winkler Goodlettsville CFP Percentage of assets, Hourly
John Atkins Integrity Capital Management Kingsport CFP Percentage of assets, Hourly
John Giovannetti Red Door Wealth Management Memphis Not listed Percentage of assets, Fixed fees
Jonathan Dockery LeConte Wealth Maryville Not listed Percentage of assets
Jonathan Stambaugh Red Door Wealth Management Memphis Not listed Percentage of assets, Fixed fees
Jonathan Walker Paul Winkler Gallatin CFP Percentage of assets, Hourly
Joseph Bailey Integrity Capital Management Kingsport CFP Percentage of assets, Hourly
Kaitlin Jordan Stone Pillars Wealth Management Franklin Not listed Percentage of assets, Hourly
Kevin Painter LeConte Wealth Maryville Not listed Percentage of assets
Lawrence Barnard Paul Winkler Franklin CFP Percentage of assets, Hourly
Matthew Fox Ithaca Wealth Memphis Not listed Percentage of assets
Michael Marsh Marsh Wealth Management Knoxville Not listed Percentage of assets
Michael Seelman ProffittGoodson Private Wealth Knoxville Not listed Percentage of assets, Hourly
Patrick Elliott Uprise Knoxville CFP Hourly, Fixed fees
Paul Brown Clearstone Wealth Management Murfreesboro Not listed Percentage of assets, Hourly

Firms headquartered in Tennessee (180)

All 180 firms in Tennessee