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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
Hogan Roberts investgro Brentwood Not listed Percentage of assets, Hourly
Jacob Higgins Campbell Asset Management Chattanooga Not listed Percentage of assets, Hourly
Joel Busboom Joel Busboom Financial Franklin Not listed Percentage of assets
John Crawford Tranquility Partners Brentwood CFA Percentage of assets
Jonathan Martin Steel Grove Memphis Not listed Percentage of assets, Fixed fees
Lisa Shive RBG Wealth Advisors Memphis Not listed Percentage of assets
Lucas Nulsen S.E.E.D. Planning Group Knoxville Not listed Percentage of assets, Hourly
Mariafearlene Brown Paul Winkler Mt. Juliet ChFC Percentage of assets, Hourly
Matthew Sullivan RBG Wealth Advisors Memphis Not listed Percentage of assets
Nina Strozak Wealth Preservation Advisors Chattanooga Not listed Percentage of assets
Patrick Peters Wealth Preservation Advisors Chattanooga Not listed Percentage of assets
Paul Winkler Paul Winkler Goodlettsville ChFC Percentage of assets, Hourly
Robert Lloyd Revolution Partners Memphis Not listed Percentage of assets, Hourly
Roleen De Ono Paul Winkler Cookeville ChFC Percentage of assets, Hourly
Steven Sansom Steel Grove Memphis Not listed Percentage of assets, Fixed fees
Susan Foard Pugh Wealth Management Knoxville Not listed Percentage of assets, Hourly
Timothy Ballard Steel Grove Memphis Not listed Percentage of assets, Fixed fees
Warren Barnett Barnett & Company Chattanooga CFA Percentage of assets, Hourly
Wes Poole FSG Wealth Advisors Memphis Not listed Percentage of assets
William Jones Boulevard Money Nashville Not listed Percentage of assets, Flat fee or retainer
Blake Cate SMEAC Financial Nolensville Not listed Percentage of assets
Charles Crouch Strong Tower Wealth Management Franklin Not listed Percentage of assets
Christopher Hopkins Apogee Wealth Partners Chattanooga CFA Percentage of assets, Hourly
Courtney Wages Legacy Wealth Management Memphis Not listed Percentage of assets, Fixed fees
Daniel Alfi Fifr Nashville Not listed Flat fee or retainer, Ongoing planning fee
Daniel Frattali HS Wealth Partners Nashville Not listed Percentage of assets
David Babb Stone Bridge Asset Management Chattanooga Not listed Percentage of assets, Fixed fees
Don VanLandingham Guardian Wealth Management Inc. Chattanooga CPA/PFS Percentage of assets, Hourly
Edward Lewis Strong Tower Wealth Management Franklin Not listed Percentage of assets
Ethan Pflug Strong Tower Wealth Management Franklin Not listed Percentage of assets
Grady Tabor Processus Wealth & Capital Management Brentwood CFA Percentage of assets
Jack Henderson HS Wealth Partners Nashville Not listed Percentage of assets
John Cosgrove Kingsman Wealth Management Ooltewah Not listed Percentage of assets
Joseph Birch Legacy Wealth Management Memphis Not listed Percentage of assets, Fixed fees
Joshalyn Baca HS Wealth Partners Nashville Not listed Percentage of assets
Matthew Albritton Valor Financial Planning Johnson City Not listed Percentage of assets, Hourly
Nathan Rollins Highmark Brentwood Not listed Percentage of assets, Hourly
Patricia Taylor Insight Strategic Wealth Knoxville PFS Percentage of assets, Hourly
Stephen High Insight Strategic Wealth Knoxville PFS Percentage of assets, Hourly
Thomas Francescon Stone Bridge Asset Management Chattanooga Not listed Percentage of assets, Fixed fees
Aaron Chow The Pacific Financial Group Nashville Not listed Percentage of assets
Alex Hidalgo The Pacific Financial Group Nashville Not listed Percentage of assets
Angela Williams Integrity Capital Management Kingsport Not listed Percentage of assets, Hourly
Anthony Root The Pacific Financial Group Nashville Not listed Percentage of assets
April Pica Tranquility Partners Brentwood Not listed Percentage of assets
Barrington Gist Heritage Private Wealth Nashville Not listed Percentage of assets, Hourly
Charles Kennedy The Pacific Financial Group Nashville Not listed Percentage of assets
Elizabeth Dye LoneTree Wealth Management Memphis Not listed Percentage of assets, Fixed fees
Jackson Calvin Sage Investment Counsel Franklin Not listed Percentage of assets, Fixed fees
James Baker Tranquility Partners Brentwood Not listed Percentage of assets

Firms headquartered in Tennessee (180)

All 180 firms in Tennessee