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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
Soleil Lum Summit Asset Management Memphis CFP Percentage of assets, Hourly
Stephen Beale Patriot Investment Management Group Knoxville CFP Percentage of assets, Hourly
Stephen Gentzler Abound Wealth Management Franklin CFP Percentage of assets, Fixed fees
Stephen Martin Oasis Wealth Planning Advisors Nashville CFP Percentage of assets, Hourly
Steven Dick Sapiat Asset Management Greeneville CFP, ChFC Percentage of assets, Hourly
Thomas Sherbakoff The Nalls Sherbakoff Group Knoxville CFP Percentage of assets, Hourly
Travis Hutchinson HHM Wealth Advisors Chattanooga CFP Percentage of assets, Hourly
Tyler Beaudoin Dirigo Private Wealth Nashville CFP Percentage of assets, Fixed fees
Tyler Morrow Visionary Horizons Knoxville CFP Percentage of assets, Hourly
William Bevins Cypress Capital Franklin CFP Percentage of assets, Hourly
William Frasier Oakworth Asset Management Brentwood CFP Percentage of assets, Hourly
William Jackson Cahaba Wealth Management Nashville CFP Percentage of assets, Fixed fees
William Jacobs Shayne & Jacobs Nashville CFP, CFA Percentage of assets, Hourly
Yochanan Hershoff Abound Wealth Management Franklin CFP Percentage of assets, Fixed fees
Zachary Olinger CAP Partners Franklin CFP Percentage of assets, Hourly
Zack Payne Leading Edge Financial Planning Knoxville CFP Percentage of assets
Angela Robinson HMS Investment Advisors Nashville CFA Percentage of assets, Hourly
Ashlee Patten The Patten Group Chattanooga CFA Percentage of assets, Hourly
Bryan Fastenau HMS Investment Advisors Nashville CFA Percentage of assets, Hourly
Clara Bright Millennial Wealth Cordova ChFC Percentage of assets, Hourly
Destin Tompkins Efinancial Alliance Franklin CFA Percentage of assets, Hourly
George Stadler HMS Investment Advisors Nashville CFA Percentage of assets, Hourly
Grant Allen The Patten Group Chattanooga CFA Percentage of assets, Hourly
James Casanova Retirement Solutions Group Franklin CFA Fixed fees
James Raper Guardian Wealth Management Chattanooga PFS Percentage of assets, Hourly
John Jones The Patten Group Chattanooga CFA Percentage of assets, Hourly
John Russell Silverleafe Capital Partners Germantown CFA Percentage of assets, Fixed fees
Joseph Nickell J. Mark Nickell & Brentwood PFS, CFA Percentage of assets, Hourly
Laura Reid Guardian Wealth Management Chattanooga PFS Percentage of assets, Hourly
Mark Dodson Cypress Capital Franklin CFA Percentage of assets, Hourly
Melner Bond Oasis Wealth Planning Advisors Nashville CFA Percentage of assets, Hourly
Michael Brooks Cypress Capital Franklin CFA Percentage of assets, Hourly
Nimrod Thompson TD Capital Management Memphis PFS Percentage of assets, Hourly
Robert Curry Blong Financial Memphis CFA Percentage of assets
Robert Frazee Frazee Investment Consulting Memphis CFA Percentage of assets, Fixed fees
Samuel Thompson Summit Asset Management Memphis ChFC Percentage of assets, Hourly
Stephen Korn Fielder Capital Group Nashville CFA Percentage of assets, Fixed fees
Susan Huffman Reliant Investment Management Memphis CFA Percentage of assets, Hourly
Aaron Westrate Westrate Capital Management Signal Mountain Not listed Percentage of assets, Hourly
Adam Schooley Fielder Capital Group Nashville Not listed Percentage of assets, Fixed fees
Alfred Jordan Reliant Investment Management Memphis Not listed Percentage of assets, Hourly
Amanda Copeland NBZ Investment Advisors Knoxville Not listed Percentage of assets, Hourly
Amaya Yarid Turgeon & CO Knoxville Not listed Percentage of assets, Fixed fees
Andrew Boulineau Fielder Capital Group Nashville Not listed Percentage of assets, Fixed fees
Andrew Farmer BCS Wealth Management Johnson City Not listed Percentage of assets, Hourly
Andrew Hillis TBH Global Asset Management Brentwood Not listed Percentage of assets, Hourly
Angelo Roman Roman Wealth Management Mount Juliet Not listed Percentage of assets
Austin Reppart Lake Park Advisors Johnson City Not listed Percentage of assets, Hourly
Belinda Leslie Belinda Leslie a Registered Investment Adviser Franklin Not listed Percentage of assets, Hourly
Bennie Coffman Southern Capital Advisors Jackson Not listed Percentage of assets, Hourly

Firms headquartered in Tennessee (180)

All 180 firms in Tennessee