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Fee-only financial advisors in Johnson City, Tennessee

Which fee-only financial advisor should I talk to in Johnson City?

Start with a fee-only advisor in Johnson City whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Matthew Hale of Make the Memory Financial Planning, Richard Eddy of Lake Park Advisors and Larry Ellis of Values First Advisors, chosen for their credentials and fees on file.

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Where to start

Chosen from what each record shows: credentials and fees on file, one advisor per firm.

  • Matthew Hale Make the Memory Financial Planning Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
  • Richard Eddy Lake Park Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
  • Larry Ellis Values First Advisors Holds the CFP. Fees on file: percentage of assets, hourly.
  • David Maurice Worthwhile Wealth Council Holds the CFP. Fees on file: percentage of assets, hourly.
  • Justin Lester Allied Investments Holds the CFP. Fees on file: percentage of assets, hourly.
  • Rebekah Taylor Burton Roan Capital Partners Holds the CFP. Fees on file: percentage of assets, hourly.

By the numbers

Advisors listed
25
Firms
10
Hold the CFP
44%
  • How they charge (of 25 with fees on file): percentage of assets 96% · hourly 92% · fixed fees 76% · 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

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Questions about fee-only advisors in Johnson City

How many fee-only advisors in Johnson City are there?

The Wellspent public graph lists 25 fee-only advisors in Johnson City, at 10 firms. We counted every advisor record that fits, as of October 2026.

What do fee-only advisors in Johnson City focus on?

The most common focus among fee-only advisors in Johnson City is tax planning (3), followed by retirement planning (2) and small business owners (2). Advisors can list more than one.

How do fee-only advisors in Johnson City charge?

The most common fee among fee-only advisors in Johnson City is a percentage of assets, used by 96% of the 25 with fees on file. Many use more than one: 92% charge by the hour and 76% charge fixed fees.

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 Johnson City hold the CFP?

44% of the 25 fee-only advisors in Johnson City 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 Johnson City?

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 25 advisors in Johnson City

Fee-only advisors in Johnson City, Tennessee: advisor, firm, city, credentials, and fees
AdvisorFirmCityCredentialsFees
Matthew Hale Make the Memory Financial Planning Johnson City CFP Flat fee or retainer, Ongoing planning fee
Justin Lester Allied Investments Johnson City CFP Percentage of assets, Hourly
Benjamin Nunn Values First Advisors Johnson City CFP Percentage of assets, Hourly
Clifford Taylor Values First Advisors Johnson City CFP Percentage of assets, Hourly
Larry Ellis Values First Advisors Johnson City CFP Percentage of assets, Hourly
Matthew Albritton Valor Financial Planning Johnson City Not listed Percentage of assets, Hourly
Kenneth Brewer Values First Advisors Johnson City Not listed Percentage of assets, Hourly
Michael Mitchell Values First Advisors Johnson City Not listed Percentage of assets, Hourly
Roy Nunn Values First Advisors Johnson City Not listed Percentage of assets, Hourly
David Maurice Worthwhile Wealth Council Johnson City CFP Percentage of assets, Hourly
James Motte Guardian Wealth Management Johnson City CFP Percentage of assets, Hourly
Myra O'Dell BCS Wealth Management Johnson City CFP Percentage of assets, Hourly
Phillip Worley Worthwhile Wealth Council Johnson City CFP Percentage of assets, Hourly
Rebekah Taylor Burton Roan Capital Partners Johnson City CFP Percentage of assets, Hourly
Richard Eddy Lake Park Advisors Johnson City CFP Percentage of assets, Hourly
Andrew Farmer BCS Wealth Management Johnson City Not listed Percentage of assets, Hourly
Austin Reppart Lake Park Advisors Johnson City Not listed Percentage of assets, Hourly
Eliza Parton BCS Wealth Management Johnson City Not listed Percentage of assets, Hourly
Ethan Bennett BCS Wealth Management Johnson City Not listed Percentage of assets, Hourly
Jeffrey Kastner Roan Capital Partners Johnson City Not listed Percentage of assets, Hourly
John Brandon BCS Wealth Management Johnson City Not listed Percentage of assets, Hourly
Joy Garland Roan Capital Partners Johnson City Not listed Percentage of assets, Hourly
Larry Grogan Grogan Advisory Services Johnson City Not listed Percentage of assets
Nicholas Clay BCS Wealth Management Johnson City Not listed Percentage of assets, Hourly
Scott Linn BCS Wealth Management Johnson City Not listed Percentage of assets, Hourly

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