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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
Jason Ball Ball & Company Brentwood CFP Percentage of assets, Hourly
Jason Lockridge Southern Capital Advisors Henderson CFP Percentage of assets, Hourly
Jason Qualls Fortitude Wealth Management Murfreesboro CFP Percentage of assets, Fixed fees
Jason Reagan Leading Edge Financial Planning Knoxville CFP Percentage of assets
Jeff Monson Patriot Investment Management Group Knoxville CFP Percentage of assets, Hourly
John Dunham HHM Wealth Advisors Memphis CFP Percentage of assets, Hourly
John Harrell TD Capital Management Memphis CFP Percentage of assets, Hourly
John Laughlin Summit Asset Management Memphis CFP Percentage of assets, Hourly
John Preston Abound Wealth Management Franklin CFP, PFS Percentage of assets, Fixed fees
John Stauffer AJ Advisors Nashville CFP Percentage of assets, Hourly
Jonah Paul Abound Wealth Management Franklin CFP Percentage of assets, Fixed fees
Jonathan McAlister Kimery Wealth Management Memphis CFP Percentage of assets, Fixed fees
Jones Krogh HHM Wealth Advisors Chattanooga CFP Percentage of assets, Hourly
Jones Warf TBH Global Asset Management Brentwood CFP Percentage of assets, Hourly
Joshua Cropp HHM Wealth Advisors Chattanooga CFP Percentage of assets, Hourly
Katherine Stellflue Visionary Horizons Knoxville CFP Percentage of assets, Hourly
Katherine Yoho TBH Global Asset Management Brentwood CFP Percentage of assets, Hourly
Kathy Ellis Ellis Financial Planning Clarksville CFP Percentage of assets, Hourly
Kevin Gormley Leading Edge Financial Planning Knoxville CFP Percentage of assets
Lance Hollingsworth Summit Asset Management Memphis CFP Percentage of assets, Hourly
Leslie Drummond Summit Asset Management Memphis CFP Percentage of assets, Hourly
Louis Williams Cahaba Wealth Management Nashville CFP Percentage of assets, Fixed fees
Luke Powers Visionary Horizons Knoxville CFP Percentage of assets, Hourly
Malgorzata Guziak Oasis Wealth Planning Advisors Nashville CFP Percentage of assets, Hourly
Margaret Dover J. Mark Nickell & Brentwood CFP Percentage of assets, Hourly
Maria Hernandez Huerta Truman Wealth Advisors Mount Juliette CFP Percentage of assets, Fixed fees
Mark Sorgenfrei Frazee Investment Consulting Memphis CFP, PFS Percentage of assets, Fixed fees
Matthew Hoffner Abound Wealth Management Franklin CFP Percentage of assets, Fixed fees
Michael Simpson Visionary Horizons Knoxville CFP Percentage of assets, Hourly
Miranda Eisele Ball & Company Brentwood CFP Percentage of assets, Hourly
Myra O'Dell BCS Wealth Management Johnson City CFP Percentage of assets, Hourly
Nathaniel Frigge Fielder Capital Group Nashville CFP Percentage of assets, Fixed fees
Nathaniel Mayer Envision Financial Planning Memphis CFP Percentage of assets, Hourly
Nicholas Bryan Abound Wealth Management Franklin CFP Percentage of assets, Fixed fees
Nicholas Hughes Visionary Horizons Chattanooga CFP Percentage of assets, Hourly
Nimrod Thompson TD Capital Management Memphis CFP Percentage of assets, Hourly
Nolan Clark Leading Edge Financial Planning Knoxville CFP Percentage of assets
Patrick O'Connor HHM Wealth Advisors Chattanooga CFP Percentage of assets, Hourly
Peter Shea Quantitative Solutions Franklin CFP Percentage of assets
Phillip Reynolds TBH Global Asset Management Brentwood CFP Percentage of assets, Hourly
Phillip Worley Worthwhile Wealth Council Johnson City CFP Percentage of assets, Hourly
Portia Wells HMS Investment Advisors Nashville CFP Percentage of assets, Hourly
Rebekah Taylor Burton Roan Capital Partners Johnson City CFP Percentage of assets, Hourly
Reid Wesson Reliant Investment Management Memphis CFP, CFA Percentage of assets, Hourly
Richard Eddy Lake Park Advisors Johnson City CFP Percentage of assets, Hourly
Robert Walker Cypress Capital Franklin CFP Percentage of assets, Hourly
Roger Kiger Visionary Horizons Knoxville CFP Percentage of assets, Hourly
Salvatore Geraci HHM Wealth Advisors Chattanooga CFP Percentage of assets, Hourly
Samuel Davis TBH Global Asset Management Brentwood CFP Percentage of assets, Hourly
Scott Robbins Private Wealth Management Memphis CFP Percentage of assets, Hourly

Firms headquartered in Tennessee (180)

All 180 firms in Tennessee