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