Fee-only financial advisors in Knoxville, Tennessee
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.
Where to start
Chosen from what each record shows: credentials and fees on file, one advisor per firm.
- Caroline Friedrich Hillvale Wealth Management, LLC Holds the CFP and CPA. Fees on file: percentage of assets.
- Andrew Christopher Leading Edge Financial Planning Holds the CFP and CFA. Fees on file: percentage of assets.
- Andrew Ellis Patriot Investment Management Group Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Erich von Geis Aspire Private Wealth Counsel Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
- Jack Waltman PYA Waltman Capital Holds the CFP. Fees on file: percentage of assets, hourly.
- Gassan Kassira Kassira Wealth Management Holds the CFP. Fees on file: percentage of assets.
By the numbers
- Advisors listed
- 80
- Firms
- 23
- Hold the CFP
- 50%
- Other credentials: CFA 9% · CPA 1% · ChFC 1%
- How they charge (of 80 with fees on file): percentage of assets 99% · hourly 79% · fixed fees 63% · performance-based fees 13%
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 Knoxville by what you need
Find an advisor in Tennessee by fee, assets, or credential
Questions about fee-only advisors in Knoxville
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.
All 80 advisors in Knoxville
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Caroline Friedrich | Hillvale Wealth Management, LLC | Knoxville | CFP, CPA | Percentage of assets |
| Skee Orr | Kinetic Wealth | Knoxville | AIF, ATP, CFP | Percentage of assets, Hourly |
| Austin McLaughlin | Retirement Planning Services | Knoxville | CFP | Percentage of assets, Hourly |
| Connor Cox | ProffittGoodson Private Wealth | Knoxville | CFP | Percentage of assets, Hourly |
| Spencer Hall | Retirement Planning Services | Knoxville | CFP | Percentage of assets, Hourly |
| Erich von Geis | Aspire Private Wealth Counsel | Knoxville | CFP | Percentage of assets, One-time planning fee |
| Philip Dortch | Aspire Private Wealth Counsel | Knoxville | CFP | Percentage of assets, One-time planning fee |
| Aaron Nolan | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Caden Mumford | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Claire Kluth | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| David Goodson | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| Eric Foster | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Jack Waltman | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Jeffrey Loos | Marsh Wealth Management | Knoxville | ChFC | Percentage of assets |
| Melissa Ballard | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Michael Cermak | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| Neil Goodson | ProffittGoodson Private Wealth | Knoxville | CFA | Percentage of assets, Hourly |
| Nicholas Vantrease | Provident Wealth | Knoxville | CFP | Percentage of assets, Hourly |
| Aaron Hardy | S.E.E.D. Planning Group | Knoxville | CFA | Percentage of assets, Hourly |
| Aaron Sams | PYA Waltman Capital | Knoxville | CFA | Percentage of assets, Hourly |
| James Proffitt | ProffittGoodson Private Wealth | Knoxville | Not listed | Percentage of assets, Hourly |
| Michael Marsh | Marsh Wealth Management | Knoxville | Not listed | Percentage of assets |
| Michael Seelman | ProffittGoodson Private Wealth | Knoxville | Not listed | Percentage of assets, Hourly |
| Patrick Elliott | Uprise | Knoxville | CFP | Hourly, Fixed fees |
| Yvonne Marsh | Marsh Wealth Management | Knoxville | Not listed | Percentage of assets |
| Jaime Conry | Insight Strategic Wealth | Knoxville | CFP | Percentage of assets, Hourly |
| Alexander Vetrano | Pugh Wealth Management | Knoxville | Not listed | Percentage of assets, Hourly |
| Austin Koplan | PYA Waltman Capital | Knoxville | Not listed | Percentage of assets, Hourly |
| Bradley Helms | PYA Waltman Capital | Knoxville | Not listed | Percentage of assets, Hourly |
| Douglas Yoakley | PYA Waltman Capital | Knoxville | Not listed | Percentage of assets, Hourly |
| Lucas Nulsen | S.E.E.D. Planning Group | Knoxville | Not listed | Percentage of assets, Hourly |
| Susan Foard | Pugh Wealth Management | Knoxville | Not listed | Percentage of assets, Hourly |
| Patricia Taylor | Insight Strategic Wealth | Knoxville | PFS | Percentage of assets, Hourly |
| Stephen High | Insight Strategic Wealth | Knoxville | PFS | Percentage of assets, Hourly |
| Deana Hyde | Insight Strategic Wealth | Knoxville | Not listed | Percentage of assets, Hourly |
| Mahogany Jenkins | Insight Strategic Wealth | Knoxville | Not listed | Percentage of assets, Hourly |
| Adam Brock | Patriot Investment Management Group | Knoxville | CFP | Percentage of assets, Hourly |
| Amy Walker | Patriot Investment Management Group | Knoxville | CFP | Percentage of assets, Hourly |
| Andrew Christopher | Leading Edge Financial Planning | Knoxville | CFP, CFA | Percentage of assets |
| Andrew Ellis | Patriot Investment Management Group | Knoxville | CFP, PFS, CFA | Percentage of assets, Hourly |
| Bradley Bower | Patriot Investment Management Group | Knoxville | CFP | Percentage of assets, Hourly |
| Bradley Haston | NBZ Investment Advisors | Knoxville | CFP | Percentage of assets, Hourly |
| Brandon Smith | Patriot Investment Management Group | Knoxville | CFP | Percentage of assets, Hourly |
| Charles Mattingly | Leading Edge Financial Planning | Knoxville | CFP | Percentage of assets |
| Derek Kennedy | Kennedy Wealth Management | Knoxville | CFP | Percentage of assets, Hourly |
| Donald Nalls | The Nalls Sherbakoff Group | Knoxville | CFP | Percentage of assets, Hourly |
| Gassan Kassira | Kassira Wealth Management | Knoxville | CFP | Percentage of assets |
| Grant Murphy | Patriot Investment Management Group | Knoxville | CFP | Percentage of assets, Hourly |
| Jason Reagan | Leading Edge Financial Planning | Knoxville | CFP | Percentage of assets |
| Jeff Monson | Patriot Investment Management Group | Knoxville | CFP | Percentage of assets, Hourly |
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