# Fee-only financial advisors in Knoxville, Tennessee > Start with a fee-only advisor in Knoxville whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Caroline Friedrich of Hillvale Wealth Management, LLC, Andrew Christopher of Leading Edge Financial Planning and Andrew Ellis of Patriot Investment Management Group, chosen for their credentials and fees on file. Page: https://find.wellspent.co/locations/us/tennessee/knoxville/ 80 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which fee-only financial advisor should I talk to in Knoxville? Start with a fee-only advisor in Knoxville whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Caroline Friedrich of Hillvale Wealth Management, LLC, Andrew Christopher of Leading Edge Financial Planning and Andrew Ellis of Patriot Investment Management Group, chosen for their credentials and fees on file. ## How many fee-only advisors in Knoxville are there? The Wellspent public graph lists 80 fee-only advisors in Knoxville, at 23 firms. We counted every advisor record that fits, as of October 2026. ## What do fee-only advisors in Knoxville focus on? The most common focus among fee-only advisors in Knoxville is retirement planning (26), followed by estate planning (25) and tax planning (19). Advisors can list more than one. ## How do fee-only advisors in Knoxville charge? The most common fee among fee-only advisors in Knoxville is a percentage of assets, used by 99% of the 80 with fees on file. Many use more than one: 79% charge by the hour and 63% 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 Knoxville hold the CFP? 50% of the 80 fee-only advisors in Knoxville 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 Knoxville? 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Caroline Friedrich](https://find.wellspent.co/advisors/caroline-friedrich.md) | Hillvale Wealth Management, LLC | Knoxville, Tennessee | CFP, CPA | Percentage of assets | | [Skee Orr](https://find.wellspent.co/advisors/skee-orr.md) | Kinetic Wealth | Knoxville, Tennessee | AIF, ATP, CFP | Percentage of assets, Hourly | | [Austin McLaughlin](https://find.wellspent.co/advisors/austin-mclaughlin.md) | Retirement Planning Services | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Connor Cox](https://find.wellspent.co/advisors/connor-cox.md) | ProffittGoodson Private Wealth | Knoxville, Tennessee | CFP | Percentage of assets, Hourly | | [Spencer Hall](https://find.wellspent.co/advisors/spencer-hall.md) | Retirement Planning Services | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Erich von Geis](https://find.wellspent.co/advisors/erich-von-geis.md) | Aspire Private Wealth Counsel | Knoxville, Tennessee | CFP | Percentage of assets, One-time planning fee | | [Philip Dortch](https://find.wellspent.co/advisors/philip-dortch.md) | Aspire Private Wealth Counsel | Knoxville, Tennessee | CFP | Percentage of assets, One-time planning fee | | [Aaron Nolan](https://find.wellspent.co/advisors/aaron-nolan.md) | PYA Waltman Capital | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Caden Mumford](https://find.wellspent.co/advisors/caden-mumford.md) | PYA Waltman Capital | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Claire Kluth](https://find.wellspent.co/advisors/claire-kluth.md) | PYA Waltman Capital | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [David Goodson](https://find.wellspent.co/advisors/david-goodson.md) | ProffittGoodson Private Wealth | Knoxville, Tennessee | CFA | Percentage of assets, Hourly | | [Eric Foster](https://find.wellspent.co/advisors/eric-foster.md) | PYA Waltman Capital | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Jack Waltman](https://find.wellspent.co/advisors/jack-waltman.md) | PYA Waltman Capital | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Jeffrey Loos](https://find.wellspent.co/advisors/jeffrey-loos.md) | Marsh Wealth Management | Knoxville, Tennessee | ChFC | Percentage of assets | | [Melissa Ballard](https://find.wellspent.co/advisors/melissa-ballard.md) | PYA Waltman Capital | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Michael Cermak](https://find.wellspent.co/advisors/michael-cermak.md) | ProffittGoodson Private Wealth | Knoxville, Tennessee | CFA | Percentage of assets, Hourly | | [Neil Goodson](https://find.wellspent.co/advisors/neil-goodson.md) | ProffittGoodson Private Wealth | Knoxville, Tennessee | CFA | Percentage of assets, Hourly | | [Nicholas Vantrease](https://find.wellspent.co/advisors/nicholas-vantrease.md) | Provident Wealth | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Aaron Hardy](https://find.wellspent.co/advisors/aaron-hardy.md) | S.E.E.D. Planning Group | Knoxville, Tennessee | CFA | Percentage of assets, Hourly, Fixed fees | | [Aaron Sams](https://find.wellspent.co/advisors/aaron-sams.md) | PYA Waltman Capital | Knoxville, Tennessee | CFA | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [James Proffitt](https://find.wellspent.co/advisors/james-proffitt.md) | ProffittGoodson Private Wealth | Knoxville, Tennessee | | Percentage of assets, Hourly | | [Michael Marsh](https://find.wellspent.co/advisors/michael-marsh.md) | Marsh Wealth Management | Knoxville, Tennessee | | Percentage of assets | | [Michael Seelman](https://find.wellspent.co/advisors/michael-seelman.md) | ProffittGoodson Private Wealth | Knoxville, Tennessee | | Percentage of assets, Hourly | | [Patrick Elliott](https://find.wellspent.co/advisors/patrick-elliott.md) | Uprise | Knoxville, Tennessee | CFP | Hourly, Fixed fees | | [Yvonne Marsh](https://find.wellspent.co/advisors/yvonne-marsh.md) | Marsh Wealth Management | Knoxville, Tennessee | | Percentage of assets | | [Jaime Conry](https://find.wellspent.co/advisors/jaime-conry.md) | Insight Strategic Wealth | Knoxville, Tennessee | CFP | Percentage of assets, Hourly | | [Alexander Vetrano](https://find.wellspent.co/advisors/alexander-vetrano.md) | Pugh Wealth Management | Knoxville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Austin Koplan](https://find.wellspent.co/advisors/austin-koplan.md) | PYA Waltman Capital | Knoxville, Tennessee | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Bradley Helms](https://find.wellspent.co/advisors/bradley-helms.md) | PYA Waltman Capital | Knoxville, Tennessee | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Douglas Yoakley](https://find.wellspent.co/advisors/douglas-yoakley.md) | PYA Waltman Capital | Knoxville, Tennessee | | Percentage of assets, Hourly, Fixed fees, Performance-based fees | | [Lucas Nulsen](https://find.wellspent.co/advisors/lucas-nulsen.md) | S.E.E.D. Planning Group | Knoxville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Susan Foard](https://find.wellspent.co/advisors/susan-foard.md) | Pugh Wealth Management | Knoxville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Patricia Taylor](https://find.wellspent.co/advisors/patricia-taylor.md) | Insight Strategic Wealth | Knoxville, Tennessee | PFS | Percentage of assets, Hourly | | [Stephen High](https://find.wellspent.co/advisors/stephen-high.md) | Insight Strategic Wealth | Knoxville, Tennessee | PFS | Percentage of assets, Hourly | | [Deana Hyde](https://find.wellspent.co/advisors/deana-hyde.md) | Insight Strategic Wealth | Knoxville, Tennessee | | Percentage of assets, Hourly | | [Mahogany Jenkins](https://find.wellspent.co/advisors/mahogany-jenkins.md) | Insight Strategic Wealth | Knoxville, Tennessee | | Percentage of assets, Hourly | | [Adam Brock](https://find.wellspent.co/advisors/adam-brock.md) | Patriot Investment Management Group | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Amy Walker](https://find.wellspent.co/advisors/amy-walker.md) | Patriot Investment Management Group | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Andrew Christopher](https://find.wellspent.co/advisors/andrew-christopher.md) | Leading Edge Financial Planning | Knoxville, Tennessee | CFP, CFA | Percentage of assets | | [Andrew Ellis](https://find.wellspent.co/advisors/andrew-ellis.md) | Patriot Investment Management Group | Knoxville, Tennessee | CFP, PFS, CFA | Percentage of assets, Hourly, Fixed fees | | [Bradley Bower](https://find.wellspent.co/advisors/bradley-bower.md) | Patriot Investment Management Group | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Bradley Haston](https://find.wellspent.co/advisors/bradley-haston.md) | NBZ Investment Advisors | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Brandon Smith](https://find.wellspent.co/advisors/brandon-smith.md) | Patriot Investment Management Group | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Charles Mattingly](https://find.wellspent.co/advisors/charles-mattingly.md) | Leading Edge Financial Planning | Knoxville, Tennessee | CFP | Percentage of assets | | [Derek Kennedy](https://find.wellspent.co/advisors/derek-kennedy.md) | Kennedy Wealth Management | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Donald Nalls](https://find.wellspent.co/advisors/donald-nalls.md) | The Nalls Sherbakoff Group | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Gassan Kassira](https://find.wellspent.co/advisors/gassan-kassira.md) | Kassira Wealth Management | Knoxville, Tennessee | CFP | Percentage of assets | | [Grant Murphy](https://find.wellspent.co/advisors/grant-murphy.md) | Patriot Investment Management Group | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Jason Reagan](https://find.wellspent.co/advisors/jason-reagan.md) | Leading Edge Financial Planning | Knoxville, Tennessee | CFP | Percentage of assets | | [Jeff Monson](https://find.wellspent.co/advisors/jeff-monson.md) | Patriot Investment Management Group | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Katherine Stellflue](https://find.wellspent.co/advisors/katherine-stellflue.md) | Visionary Horizons | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Kevin Gormley](https://find.wellspent.co/advisors/kevin-gormley.md) | Leading Edge Financial Planning | Knoxville, Tennessee | CFP | Percentage of assets | | [Luke Powers](https://find.wellspent.co/advisors/luke-powers.md) | Visionary Horizons | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Michael Simpson](https://find.wellspent.co/advisors/michael-simpson-5540027.md) | Visionary Horizons | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Nolan Clark](https://find.wellspent.co/advisors/nolan-clark.md) | Leading Edge Financial Planning | Knoxville, Tennessee | CFP | Percentage of assets | | [Roger Kiger](https://find.wellspent.co/advisors/roger-kiger.md) | Visionary Horizons | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Stephen Beale](https://find.wellspent.co/advisors/stephen-beale.md) | Patriot Investment Management Group | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Thomas Sherbakoff](https://find.wellspent.co/advisors/thomas-sherbakoff.md) | The Nalls Sherbakoff Group | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Tyler Morrow](https://find.wellspent.co/advisors/tyler-morrow.md) | Visionary Horizons | Knoxville, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Zack Payne](https://find.wellspent.co/advisors/zack-payne.md) | Leading Edge Financial Planning | Knoxville, Tennessee | CFP | Percentage of assets | | [Amanda Copeland](https://find.wellspent.co/advisors/amanda-copeland.md) | NBZ Investment Advisors | Knoxville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Amaya Yarid](https://find.wellspent.co/advisors/amaya-yarid.md) | Turgeon & CO | Knoxville, Tennessee | | Percentage of assets, Fixed fees | | [Brandon Alley](https://find.wellspent.co/advisors/brandon-alley.md) | Patriot Investment Management Group | Knoxville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Chris Landry](https://find.wellspent.co/advisors/chris-landry.md) | Visionary Planning & Investment | Knoxville, Tennessee | | Percentage of assets | | [Declan Bondhus](https://find.wellspent.co/advisors/declan-bondhus.md) | NBZ Investment Advisors | Knoxville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Elizabeth Wheeler](https://find.wellspent.co/advisors/elizabeth-wheeler.md) | Leading Edge Financial Planning | Knoxville, Tennessee | | Percentage of assets | | [James Kraeske](https://find.wellspent.co/advisors/james-kraeske.md) | Visionary Horizons | Knoxville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [James Longest](https://find.wellspent.co/advisors/james-longest.md) | Longest & Young | Knoxville, Tennessee | | Percentage of assets, Hourly | | [John Smartt](https://find.wellspent.co/advisors/john-smartt.md) | Patriot Investment Management Group | Knoxville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [John Wortham](https://find.wellspent.co/advisors/john-wortham.md) | Patriot Investment Management Group | Knoxville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Joseph McCameron](https://find.wellspent.co/advisors/joseph-mccameron.md) | Visionary Horizons | Knoxville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Laura Bolton](https://find.wellspent.co/advisors/laura-bolton.md) | Patriot Investment Management Group | Knoxville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Mark Covell](https://find.wellspent.co/advisors/mark-covell.md) | Leading Edge Financial Planning | Knoxville, Tennessee | | Percentage of assets | | [Noah Ledingham](https://find.wellspent.co/advisors/noah-ledingham.md) | Patriot Investment Management Group | Knoxville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Patrick Young](https://find.wellspent.co/advisors/patrick-young.md) | Longest & Young | Knoxville, Tennessee | | Percentage of assets, Hourly | | [Richard Zivi](https://find.wellspent.co/advisors/richard-zivi.md) | NBZ Investment Advisors | Knoxville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Seth Felker](https://find.wellspent.co/advisors/seth-felker.md) | The Nalls Sherbakoff Group | Knoxville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Stephanie Sayres](https://find.wellspent.co/advisors/stephanie-sayres.md) | Portfolio Audit | Knoxville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Thomas Sayres](https://find.wellspent.co/advisors/thomas-sayres.md) | Portfolio Audit | Knoxville, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Thomas Sayres II](https://find.wellspent.co/advisors/thomas-sayres-ii.md) | Portfolio Audit | Knoxville, Tennessee | | Percentage of assets, Hourly, Fixed fees | ## About this data Sources and verification: https://find.wellspent.co/methodology/ Query the directory programmatically: https://api.wellspent.co/mcp (MCP, read-only, no auth).