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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
Ryan Redmond Stone Pillars Wealth Management Franklin Not listed Percentage of assets, Hourly
Taylor Whitt Cairn Financial Group Nashville CFP Percentage of assets, Hourly
William Greene Cairn Financial Group Nashville CFP Percentage of assets, Hourly
William Hiatt Red Door Wealth Management Memphis Not listed Percentage of assets, Fixed fees
William Martin Steel Grove Memphis CFA Percentage of assets, Fixed fees
Yvonne Marsh Marsh Wealth Management Knoxville Not listed Percentage of assets
Benjamin Nunn Values First Advisors Johnson City CFP Percentage of assets, Hourly
Bennie Hobson Springlake Financial Partners Franklin CFP Percentage of assets, Fixed fees
Brian Preston Abound Wealth Management, LLC Franklin CFP, CPA/PFS, CFA Percentage of assets, Fixed fees
Charles Williams Partners Capital Franklin CFP Percentage of assets, Hourly
Clifford Taylor Values First Advisors Johnson City CFP Percentage of assets, Hourly
Colby Ring Duncan Williams Asset Management Memphis Not listed Percentage of assets, Hourly
Daryl Crow Haddon Group LLC Hixson CFP, MSFP Not listed
David Wattenbarger DRW Financial Chattanooga CAP, CFP Percentage of assets, Fixed fees
Edwin Bennett Duncan Williams Asset Management Memphis Not listed Percentage of assets, Hourly
Elsa Allmendinger Kelman-Lazarov Memphis Not listed Percentage of assets, Hourly
Erik Boehm Stone Bridge Asset Management Chattanooga CFA Percentage of assets, Fixed fees
George Bryant Apogee Wealth Partners Chattanooga CFP Percentage of assets, Hourly
Jackson Greer Duncan Williams Asset Management Memphis Not listed Percentage of assets, Hourly
Jaime Conry Insight Strategic Wealth Knoxville CFP Percentage of assets, Hourly
Jeffrey Jordan Processus Wealth & Capital Management Franklin CFP Percentage of assets
John Dabov Kelman-Lazarov Memphis Not listed Percentage of assets, Hourly
Katie Carpenter Springlake Financial Partners Franklin CFP Percentage of assets, Fixed fees
Kevin Laman Lattice Wealth Advisors Chattanooga Not listed Percentage of assets, Hourly
Larry Ellis Values First Advisors Johnson City CFP Percentage of assets, Hourly
Lawrence Epperly Legacy Wealth Management Memphis CFA Percentage of assets, Fixed fees
Mauricio Cortes Resendiz Fielder Capital Group LLC Nashville CFA, CFP Percentage of assets, Fixed fees
Micah Wakefield TrueHaven Capital Franklin Not listed Percentage of assets, Hourly
Monty McCurley Camarda Wealth Advisory Group Collierville Not listed Percentage of assets, Hourly
Philip Watson Philip M. Watson Financial Advisors Franklin CFP, MS, RLP Not listed
Robert Atkins Duncan Williams Asset Management Memphis Not listed Percentage of assets, Hourly
Thomas Cook Retire To Tellico, LLC Loudo CFP, EA Not listed
Wallace Hope Legacy Wealth Management Memphis CFA Percentage of assets, Fixed fees
Wesley Mims Duncan Williams Asset Management Memphis Not listed Percentage of assets, Hourly
William Hensley Duncan Williams Asset Management Memphis Not listed Percentage of assets, Hourly
Alec Medlin investgro Brentwood Not listed Percentage of assets, Hourly
Alexander Vetrano Pugh Wealth Management Knoxville Not listed Percentage of assets, Hourly
Amanda McCoin Paul Winkler Gallatin ChFC Percentage of assets, Hourly
Anthony Chalmers FSG Wealth Advisors Memphis Not listed Percentage of assets
Ashley Heck Campbell Asset Management Chattanooga Not listed Percentage of assets, Hourly
Austin Koplan PYA Waltman Capital Knoxville Not listed Percentage of assets, Hourly
Bradley Helms PYA Waltman Capital Knoxville Not listed Percentage of assets, Hourly
Casey Martens investgro Brentwood Not listed Percentage of assets, Hourly
Christian Becnel Steel Grove Memphis Not listed Percentage of assets, Fixed fees
Clayton Williams Steel Grove Memphis Not listed Percentage of assets, Fixed fees
Craig Sneed Steel Grove Memphis Not listed Percentage of assets, Fixed fees
Douglas Yoakley PYA Waltman Capital Knoxville Not listed Percentage of assets, Hourly
Erik Roberts Infinitus Wealth Management Nashville Not listed Percentage of assets
Gene Rice Wealth Preservation Advisors Chattanooga Not listed Percentage of assets
Hayden Wilson Revolution Partners Columbia Not listed Percentage of assets, Hourly

Firms headquartered in Tennessee (180)

All 180 firms in Tennessee