Fee-only financial advisors in Memphis, Tennessee
Which fee-only financial advisor should I talk to in Memphis?
Start with a fee-only advisor in Memphis whose record matches what you need, then check their fees and SEC record before you call. Records to start with include Stacey Hyde of Envision Financial Planning, LLC, Sreeni Meka of Lakeland Wealth Management, LLC and Jacob Eason of Duncan Williams Asset Management, 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.
- Stacey Hyde Envision Financial Planning, LLC Holds the CFP, CFA and CPA. Fees on file: percentage of assets, hourly.
- Sreeni Meka Lakeland Wealth Management, LLC Holds the CFP and CFA. Fees on file: percentage of assets, flat fee or retainer.
- Jacob Eason Duncan Williams Asset Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- Reid Wesson Reliant Investment Management Holds the CFP and CFA. Fees on file: percentage of assets, hourly.
- John Phillips Red Door Wealth Management Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees.
- Tripp Yates Eaglestrong Financial Holds the CFP and CPA. Fees on file: percentage of assets, fixed fees.
By the numbers
- Advisors listed
- 120
- Firms
- 29
- Hold the CFP
- 47%
- Other credentials: CFA 12% · CPA 2% · ChFC 2%
- How they charge (of 119 with fees on file): percentage of assets 99% · fixed fees 77% · hourly 49% · performance-based fees 14%
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 Memphis by what you need
Find an advisor in Tennessee by fee, assets, or credential
Questions about fee-only advisors in Memphis
How many fee-only advisors in Memphis are there?
The Wellspent public graph lists 120 fee-only advisors in Memphis, at 29 firms. We counted every advisor record that fits, as of October 2026.
What do fee-only advisors in Memphis focus on?
The most common focus among fee-only advisors in Memphis is estate planning (69), followed by family wealth transfer (46) and retirement planning (45). Advisors can list more than one.
How do fee-only advisors in Memphis charge?
The most common fee among fee-only advisors in Memphis is a percentage of assets, used by 99% of the 119 with fees on file. Many use more than one: 77% charge fixed fees and 49% 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 Memphis hold the CFP?
47% of the 120 fee-only advisors in Memphis 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 Memphis?
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 120 advisors in Memphis
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Celia Brugge | Dogwood Financial Planning | Memphis | CFP, MBA | Hourly, One-time planning fee |
| Tripp Yates | Eaglestrong Financial | Memphis | CFP, CPA/PFS, CPA, PFS | Percentage of assets, Fixed fees |
| Stacey Hyde | Envision Financial Planning, LLC | Memphis | CFA, CFP, CPA | Percentage of assets, Hourly |
| Christopher Flis | Resilient Asset Management | Memphis | CFP | Percentage of assets, Flat fee or retainer |
| Sreeni Meka | Lakeland Wealth Management, LLC | Memphis | CFP, CFA, MBA | Percentage of assets, Flat fee or retainer |
| Celeste Pryor | Red Door Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| John Phillips | Red Door Wealth Management | Memphis | CFP, CFA | Percentage of assets, Fixed fees |
| Peyton Klawinski | Red Door Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| William Allen | Red Door Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| April Lowery | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Christopher Purcell | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| David Scully | Duncan Williams Asset Management | Memphis | CFP, CFA | Percentage of assets, Hourly |
| Jacob Eason | Duncan Williams Asset Management | Memphis | CFP, CFA | Percentage of assets, Hourly |
| Jacob Samuels | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| James Chaney | Duncan Williams Asset Management | Memphis | CFP | Percentage of assets, Hourly |
| Kyle Gowen | Duncan Williams Asset Management | Memphis | CFP, CFA | Percentage of assets, Hourly |
| Lukas McCalla | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Martin Kelman | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Patrick O'Hearn | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Peyton Wade | Duncan Williams Asset Management | Memphis | CFP | Percentage of assets, Hourly |
| William Steinberg | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Brian Barthol | William Howard & Co. Financial Advisors | Memphis | CFP | Percentage of assets, Hourly |
| Gregory Davis | RBG Wealth Advisors | Memphis | CFP | Percentage of assets |
| Heather Coulter | William Howard & Co. Financial Advisors | Memphis | CFP | Percentage of assets, Hourly |
| Ilinda Parham | FSG Wealth Advisors | Memphis | CFP | Percentage of assets |
| Timothy Ellis | RBG Wealth Advisors | Memphis | CFP, PFS | Percentage of assets |
| William Howard | William Howard & Co. Financial Advisors | Memphis | CFP, ChFC | Percentage of assets, Hourly |
| Andrew Buzan | Kelman-Lazarov | Memphis | CFA | Percentage of assets, Hourly |
| Brienne Jackson | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Brittany Paul | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Cathy Simmons | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Duncan Miller | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| E Jalenak | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Hallie Peyton | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Lindsey Mazzola | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Nathan Powell | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Nicholas Sowell | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Rebecca Rawlinson | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Robin Sievers | Legacy Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Andrew Gilbert | LoneTree Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Christopher Williamson | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Connor Mykleby | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Connor Wright | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| John Giovannetti | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Jonathan Stambaugh | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| Matthew Fox | Ithaca Wealth | Memphis | Not listed | Percentage of assets |
| William Hiatt | Red Door Wealth Management | Memphis | Not listed | Percentage of assets, Fixed fees |
| William Martin | Steel Grove | Memphis | CFA | Percentage of assets, Fixed fees |
| Colby Ring | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
| Edwin Bennett | Duncan Williams Asset Management | Memphis | Not listed | Percentage of assets, Hourly |
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