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 |
|---|---|---|---|---|
| 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)
-
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