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
James Baker Tranquility Partners Brentwood Not listed Percentage of assets
James Beard LoneTree Wealth Management Memphis Not listed Percentage of assets, Fixed fees
Jennifer Rowe The Pacific Financial Group Nashville Not listed Percentage of assets
John Denney Sage Investment Counsel Franklin Not listed Percentage of assets, Fixed fees
Jonathan Henderson Sage Investment Counsel Franklin Not listed Percentage of assets, Fixed fees
Jordan Baker Tranquility Partners Brentwood Not listed Percentage of assets
Joseph Friend Barnes Pettey Financial Advisors Memphis Not listed Percentage of assets, Hourly
Joshua Ireland Jefferson Bridge Capital Nashville Not listed Percentage of assets
Julie Mochan The Pacific Financial Group Nashville Not listed Percentage of assets
Kaimele Searles The Pacific Financial Group Nashville Not listed Percentage of assets
Michael Sharpnack Paul Winkler Goodlettsville Not listed Percentage of assets, Hourly
Nathaniel Sems Tranquility Partners Brentwood Not listed Percentage of assets
Neil Nakagawa The Pacific Financial Group Nashville Not listed Percentage of assets
Pamela Rehart Integrity Capital Management Kingsport Not listed Percentage of assets, Hourly
Parker Mosley The Pacific Financial Group Nashville Not listed Percentage of assets
Sirkka Wood Cairn Financial Group Nashville Not listed Percentage of assets, Hourly
Travis Edington The Pacific Financial Group Nashville Not listed Percentage of assets
Tyler Cohen Tranquility Partners Brentwood Not listed Percentage of assets
Tyler Page Jackson Wealth Franklin Not listed Percentage of assets, Hourly
William Calvin Sage Investment Counsel Franklin Not listed Percentage of assets, Fixed fees
Alex Bars Creative Investment Group Nashville Not listed Percentage of assets, Fixed fees
Bradley Bars Creative Investment Group Nashville Not listed Percentage of assets, Fixed fees
Camden Johns Creative Investment Group Nashville Not listed Percentage of assets, Fixed fees
Darren Capeloto DCapital Wealth Franklin Not listed Percentage of assets, Fixed fees
Deana Hyde Insight Strategic Wealth Knoxville Not listed Percentage of assets, Hourly
Elizabeth Newman Decker Wealth Management Nashville Not listed Percentage of assets, Fixed fees
Eric Fitzgerald Partners Capital Franklin Not listed Percentage of assets, Hourly
Kenneth Brewer Values First Advisors Johnson City Not listed Percentage of assets, Hourly
Kenneth Gamble Partners Capital Franklin Not listed Percentage of assets, Hourly
Mahogany Jenkins Insight Strategic Wealth Knoxville Not listed Percentage of assets, Hourly
Manuel Parra Partners Capital Franklin Not listed Percentage of assets, Hourly
Michael Mitchell Values First Advisors Johnson City Not listed Percentage of assets, Hourly
Michael Tison Partners Capital Franklin Not listed Percentage of assets, Hourly
Nathan Burks API Financial Advisors Farragut Not listed Percentage of assets, Hourly
Richard Bright Decker Wealth Management Nashville Not listed Percentage of assets, Fixed fees
Robert Brewer Brewer Financial Strategies Nashville Not listed Percentage of assets, Fixed fees
Ronn Christensen North Pointe Financial Advisors Crossville Not listed Percentage of assets, Hourly
Roy Nunn Values First Advisors Johnson City Not listed Percentage of assets, Hourly
Ryan Patterson High Knoll Wealth Advisors Nashville Not listed Percentage of assets
Sarah Pappas API Financial Advisors Franklin Not listed Percentage of assets, Hourly
Sean Jabbar Partners Capital Franklin Not listed Percentage of assets, Hourly
Skye Mejia Creative Investment Group Nashville Not listed Percentage of assets, Fixed fees
Thomas Boyd Decker Wealth Management Nashville Not listed Percentage of assets, Fixed fees
Thomas Rush Creative Investment Group Nashville Not listed Percentage of assets, Fixed fees
Trent Green Decker Wealth Management Nashville Not listed Percentage of assets, Fixed fees
Valerie Wilson Decker Wealth Management Nashville Not listed Percentage of assets, Fixed fees
William Decker Decker Wealth Management Nashville Not listed Percentage of assets, Fixed fees
William Decker Decker Wealth Management Nashville Not listed Percentage of assets, Fixed fees
William Keegan Creative Investment Group Nashville Not listed Percentage of assets, Fixed fees
Adam Brock Patriot Investment Management Group Knoxville CFP Percentage of assets, Hourly

Firms headquartered in Tennessee (180)

All 180 firms in Tennessee