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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
Adrienne Zingrich The Patten Group Chattanooga CFP Percentage of assets, Hourly
Alexia Hearn Southern Capital Advisors Jackson CFP Percentage of assets, Hourly
Amy Walker Patriot Investment Management Group Knoxville CFP Percentage of assets, Hourly
Andrew Christopher Leading Edge Financial Planning Knoxville CFP, CFA Percentage of assets
Andrew Cook HHM Wealth Advisors Chattanooga CFP Percentage of assets, Hourly
Andrew Dodd Abound Wealth Management Franklin CFP Percentage of assets, Fixed fees
Andrew Ellis Patriot Investment Management Group Knoxville CFP, PFS, CFA Percentage of assets, Hourly
Aon Miller AM Investment Strategies Chattanooga CFP Percentage of assets, Fixed fees
Asa Owens HHM Wealth Advisors Chattanooga CFP Percentage of assets, Hourly
Bailey Howard HHM Wealth Advisors Chattanooga CFP Percentage of assets, Hourly
Bo Hanson Abound Wealth Management Franklin CFP, CFA Percentage of assets, Fixed fees
Bradley Bower Patriot Investment Management Group Knoxville CFP Percentage of assets, Hourly
Bradley Haston NBZ Investment Advisors Knoxville CFP Percentage of assets, Hourly
Brandon Smith Patriot Investment Management Group Knoxville CFP Percentage of assets, Hourly
Breanne McManus Abound Wealth Management Franklin CFP Percentage of assets, Fixed fees
Brett Luther Cypress Capital Franklin CFP Percentage of assets, Hourly
Brian O'Neill Cahaba Wealth Management Nashville CFP Percentage of assets, Fixed fees
Broc Kreitz Silverleafe Capital Partners Germantown CFP Percentage of assets, Fixed fees
Cameron Poulsen Abound Wealth Management Franklin CFP Percentage of assets, Fixed fees
Carter Thomas Abound Wealth Management Franklin CFP Percentage of assets, Fixed fees
Charles Johnson Southern Capital Advisors Jackson CFP Percentage of assets, Hourly
Charles Laws Cahaba Wealth Management Nashville CFP Percentage of assets, Fixed fees
Charles Mattingly Leading Edge Financial Planning Knoxville CFP Percentage of assets
Christopher Lacy TD Capital Management Memphis CFP Percentage of assets, Hourly
Christopher Pramas Abound Wealth Management Franklin CFP Percentage of assets, Fixed fees
Christopher Thurman HHM Wealth Advisors Chattanooga CFP Percentage of assets, Hourly
Clayton Chapman Envision Financial Planning Memphis CFP Percentage of assets, Hourly
David Maurice Worthwhile Wealth Council Johnson City CFP Percentage of assets, Hourly
Derek Kennedy Kennedy Wealth Management Knoxville CFP Percentage of assets, Hourly
Dillon Woodruff Keystone Financial Resources Brentwood CFP Percentage of assets, Hourly
Donald Keeney Cahaba Wealth Management Nashville CFP, CFA Percentage of assets, Fixed fees
Donald Nalls The Nalls Sherbakoff Group Knoxville CFP Percentage of assets, Hourly
Dorothy Yates Eaglestrong Financial Memphis CFP Percentage of assets, Fixed fees
Eduardo Palacios Guardian Wealth Management Chattanooga CFP Percentage of assets, Hourly
Emily Dafferner Reliant Investment Management Memphis CFP Percentage of assets, Hourly
Eric Baer Abound Wealth Management Franklin CFP Percentage of assets, Fixed fees
Eric Hale Abound Wealth Management Franklin CFP Percentage of assets, Fixed fees
Ethan Mayberry Southern Capital Advisors Jackson CFP Percentage of assets, Hourly
Frank Byrd Fielder Capital Group Nashville CFP, CFA Percentage of assets, Fixed fees
Frederick Phillips Efinancial Alliance Franklin CFP Percentage of assets, Hourly
Gassan Kassira Kassira Wealth Management Knoxville CFP Percentage of assets
George Quinn AJ Advisors Nashville CFP Percentage of assets, Hourly
George Wideman Cahaba Wealth Management Nashville CFP Percentage of assets, Fixed fees
Grace Lewis Abound Wealth Management Franklin CFP Percentage of assets, Fixed fees
Grant Murphy Patriot Investment Management Group Knoxville CFP Percentage of assets, Hourly
Hannah Lindsey Abound Wealth Management Franklin CFP Percentage of assets, Fixed fees
Hugh Parks Envision Financial Planning Memphis CFP Percentage of assets, Hourly
Jacob Brown HHM Wealth Advisors Chattanooga CFP Percentage of assets, Hourly
James Cousins Silverleafe Capital Partners Germantown CFP Percentage of assets, Fixed fees
James Motte Guardian Wealth Management Johnson City CFP Percentage of assets, Hourly

Firms headquartered in Tennessee (180)

All 180 firms in Tennessee