Fee-only financial advisors in Chattanooga, Tennessee
Which fee-only financial advisor should I talk to in Chattanooga?
Start with a fee-only advisor in Chattanooga whose record matches what you need, then check their fees and SEC record before you call. Records to start with include James Place of Evergreen Advisors, Kevin Lao of Imagine Financial Security and Roland McIntyre of Mountaintop Wealth LLC, chosen for their credentials and fees on file.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- James Place Evergreen Advisors Holds the CFP. Fees on file: percentage of assets.
- Kevin Lao Imagine Financial Security Holds the CFP. Fees on file: percentage of assets.
- Roland McIntyre Mountaintop Wealth LLC Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Warren Barnett Barnett & Company Holds the CFA. Fees on file: percentage of assets, hourly.
- Bailey Howard HHM Wealth Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
- George Bryant Apogee Wealth Partners Holds the CFP. Fees on file: percentage of assets, hourly.
By the numbers
- Advisors listed
- 54
- Firms
- 24
- Hold the CFP
- 43%
- Other credentials: CFA 11% · CPA 2% · ChFC 2%
- How they charge (of 54 with fees on file): percentage of assets 100% · fixed fees 83% · hourly 74% · flat fee or retainer 4%
Source: Wellspent public graph, data as of . Shares are of advisors listed here; an advisor can hold several credentials or fee types. Methodology
Find an advisor in Chattanooga by what you need
- Estate planning in Tennessee
- Retirement planning in Tennessee
- Tax planning in Tennessee
- Family wealth transfer in Tennessee
- Retirees in Tennessee
- Founders in Tennessee
- Small business owners in Tennessee
- Pre-retirees in Tennessee
- Ultra-high-net-worth families in Tennessee
- Divorce financial planning in Tennessee
Find an advisor in Tennessee by fee, assets, or credential
Questions about fee-only advisors in Chattanooga
How many fee-only advisors in Chattanooga are there?
The Wellspent public graph lists 54 fee-only advisors in Chattanooga, at 24 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Chattanooga focus on?
The most common focus among fee-only advisors in Chattanooga is estate planning (15), followed by retirees (9) and small business owners (9). Advisors can list more than one.
How do fee-only advisors in Chattanooga charge?
All 54 fee-only advisors in Chattanooga with fees on file charge a percentage of assets. Many use more than one: 83% charge fixed fees and 74% charge by the hour.
How much do fee-only financial advisors charge in Tennessee?
Fee-only financial advisors in Tennessee charge a median of $4,200 a year for ongoing planning. We found this across the published prices of 13 Tennessee firms.
How many fee-only advisors in Chattanooga hold the CFP?
43% of the 54 fee-only advisors in Chattanooga hold the CFP certification, based on the credentials listed on each record.
Does Tennessee have a state income tax?
No. Tennessee has no state income tax, so federal tax drives most financial planning for residents.
How current is this list of fee-only advisors in Chattanooga?
Wellspent last checked these records against SEC records in October 2026 and firm websites in October 2026. Each advisor's page shows the date for that record.
All 54 advisors in Chattanooga
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Roland McIntyre | Mountaintop Wealth LLC | Chattanooga | CFP, ChFC | Percentage of assets, One-time planning fee |
| Kevin Lao | Imagine Financial Security | Chattanooga | CFP, RICP | Percentage of assets |
| David Hodges | Integra Wealth | Chattanooga | CFP | Percentage of assets, Hourly |
| James Campbell | Campbell Asset Management | Chattanooga | CFP | Percentage of assets, Hourly |
| Frenise Mann | Mann Financial | Chattanooga | Not listed | Percentage of assets, Flat fee or retainer |
| James Place | Evergreen Advisors | Chattanooga | CFP | Percentage of assets |
| Michael O'Donnell | Evergreen Advisors | Chattanooga | CFP | Percentage of assets |
| Carter Hansard | Barnett & Company | Chattanooga | CFP | Percentage of assets, Hourly |
| David Wattenbarger | DRW Financial | Chattanooga | CAP, CFP | Percentage of assets, Fixed fees |
| Erik Boehm | Stone Bridge Asset Management | Chattanooga | CFA | Percentage of assets, Fixed fees |
| George Bryant | Apogee Wealth Partners | Chattanooga | CFP | Percentage of assets, Hourly |
| Kevin Laman | Lattice Wealth Advisors | Chattanooga | Not listed | Percentage of assets, Hourly |
| Ashley Heck | Campbell Asset Management | Chattanooga | Not listed | Percentage of assets, Hourly |
| Gene Rice | Wealth Preservation Advisors | Chattanooga | Not listed | Percentage of assets |
| Jacob Higgins | Campbell Asset Management | Chattanooga | Not listed | Percentage of assets, Hourly |
| Nina Strozak | Wealth Preservation Advisors | Chattanooga | Not listed | Percentage of assets |
| Patrick Peters | Wealth Preservation Advisors | Chattanooga | Not listed | Percentage of assets |
| Warren Barnett | Barnett & Company | Chattanooga | CFA | Percentage of assets, Hourly |
| Christopher Hopkins | Apogee Wealth Partners | Chattanooga | CFA | Percentage of assets, Hourly |
| David Babb | Stone Bridge Asset Management | Chattanooga | Not listed | Percentage of assets, Fixed fees |
| Don VanLandingham | Guardian Wealth Management Inc. | Chattanooga | CPA/PFS | Percentage of assets, Hourly |
| Thomas Francescon | Stone Bridge Asset Management | Chattanooga | Not listed | Percentage of assets, Fixed fees |
| Adrienne Zingrich | The Patten Group | Chattanooga | CFP | Percentage of assets, Hourly |
| Andrew Cook | HHM Wealth Advisors | Chattanooga | CFP | 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 |
| Christopher Thurman | HHM Wealth Advisors | Chattanooga | CFP | Percentage of assets, Hourly |
| Eduardo Palacios | Guardian Wealth Management | Chattanooga | CFP | Percentage of assets, Hourly |
| Jacob Brown | HHM Wealth Advisors | Chattanooga | CFP | Percentage of assets, Hourly |
| Jones Krogh | HHM Wealth Advisors | Chattanooga | CFP | Percentage of assets, Hourly |
| Joshua Cropp | HHM Wealth Advisors | Chattanooga | CFP | Percentage of assets, Hourly |
| Nicholas Hughes | Visionary Horizons | Chattanooga | CFP | Percentage of assets, Hourly |
| Patrick O'Connor | HHM Wealth Advisors | Chattanooga | CFP | Percentage of assets, Hourly |
| Salvatore Geraci | HHM Wealth Advisors | Chattanooga | CFP | Percentage of assets, Hourly |
| Travis Hutchinson | HHM Wealth Advisors | Chattanooga | CFP | Percentage of assets, Hourly |
| Ashlee Patten | The Patten Group | Chattanooga | CFA | Percentage of assets, Hourly |
| Grant Allen | The Patten Group | Chattanooga | CFA | Percentage of assets, Hourly |
| James Raper | Guardian Wealth Management | Chattanooga | PFS | Percentage of assets, Hourly |
| John Jones | The Patten Group | Chattanooga | CFA | Percentage of assets, Hourly |
| Laura Reid | Guardian Wealth Management | Chattanooga | PFS | Percentage of assets, Hourly |
| Bradley Rooks | Rooks Wealth Advisors | Chattanooga | Not listed | Percentage of assets, Hourly |
| Chandler Thurmon | The Patten Group | Chattanooga | Not listed | Percentage of assets, Hourly |
| Christian Johnson | The Patten Group | Chattanooga | Not listed | Percentage of assets, Hourly |
| Jeffrey Connor | QM Advisors | Chattanooga | Not listed | Percentage of assets, Hourly |
| Kayla Coyle | The Patten Group | Chattanooga | Not listed | Percentage of assets, Hourly |
| Kevin Fuerst | Fuerst Financial Group | Chattanooga | Not listed | Percentage of assets, Hourly |
| Kyle Kelly | Tarragon Capital | Chattanooga | Not listed | Percentage of assets, Hourly |
| Laura Owsley | AM Investment Strategies | Chattanooga | Not listed | Percentage of assets, Fixed fees |
| Lydia Burroughs | Capital Advisors Wealth Management | Chattanooga | Not listed | Percentage of assets, Hourly |
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