Financial advisors for estate planning in Tennessee
Which financial advisor should I talk to about estate planning in Tennessee?
For estate planning in Tennessee, talk to a fee-only planner who coordinates with your attorney. The planner works out what you want to happen and how accounts and beneficiaries line up with it, and the attorney drafts the documents. Records to start with include Justin Porter of Porter Wealth Management, LLC, Jaime Ruff of HB Wealth and Stacey Hyde of Envision Financial Planning, LLC.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Justin Porter Porter Wealth Management, LLC, Nashville Holds the CFP, JD and CPA. Fees on file: percentage of assets, hourly.
- Jaime Ruff HB Wealth, Nashville Holds the CFP and CPA. Fees on file: percentage of assets, flat fee or retainer.
- Stacey Hyde Envision Financial Planning, LLC, Memphis Holds the CFP and CPA. Fees on file: percentage of assets, hourly.
- Celia Brugge Dogwood Financial Planning, Memphis Holds the CFP. Fees on file: hourly, one-time planning fee.
- Blair Garner Garner Financial Management, Franklin Holds the CFP. Fees on file: percentage of assets.
- Ilinda Parham FSG Wealth Advisors, Memphis Holds the CFP. Fees on file: percentage of assets.
How many fee-only financial advisors in Tennessee work on estate planning?
The Wellspent public graph lists 167 fee-only advisors for estate planning in Tennessee, at 61 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for estate planning in Tennessee located?
Of the 167 fee-only advisors for estate planning in Tennessee, 69 are in Memphis, followed by 25 in Knoxville and 21 in Nashville.
Plus 24 in other cities.
How do fee-only advisors for estate planning in Tennessee charge?
The most common fee among fee-only advisors for estate planning in Tennessee is a percentage of assets, used by 96% of the 167 with fees on file. Many use more than one: 61% 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 much does a one-time financial plan cost in Tennessee?
A one-time financial plan from a fee-only firm in Tennessee has a median price of $2,000. We found this across the published prices of 15 Tennessee firms.
What credentials should a financial advisor for estate planning have?
For estate planning, look for the CFP, JD and CPA. In Tennessee, 47% of the 167 advisors listed hold the CFP.
- CFP47% in Tennessee
- The CFP includes estate planning and keeps it tied to the whole plan.
- JD1% in Tennessee
- A law degree helps a planner read trusts and documents closely.
- CPA2% in Tennessee
- CPAs help with estate and gift tax filings.
How do Tennessee advisors for estate planning compare with the rest of the US?
61% of fee-only advisors for estate planning in Tennessee charge fixed fees, compared with 54% of the 6,172 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Tennessee. Light bars are all US advisors for estate planning.
Does Tennessee have an estate or inheritance tax?
No. Tennessee has no state estate or inheritance tax, so the federal rules are the main ones to plan around.
What should I ask a financial advisor about estate planning in Tennessee?
- Do you review my beneficiary designations and account titling?
- Which estate attorneys do you work with, and how do you split the work?
- How would you plan around the state rules that apply to me?
- How often will we revisit the plan?
- If I own property in another state, could its estate tax apply?
How current is this list of fee-only advisors for estate planning in Tennessee?
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 167 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Jaime Ruff | HB Wealth | Nashville | CFP, CPA/PFS, MBA, CFDS | Percentage of assets, Flat fee or retainer |
| Alex Crouch | Tech Financial Planning | Spring Hill | CFP | Percentage of assets, Ongoing planning fee |
| Jay Zigmont | Childfree Wealth | Mount Juliet | CFP, PhD, MBA | Flat fee or retainer, Ongoing planning fee |
| Roland McIntyre | Mountaintop Wealth LLC | Chattanooga | CFP, ChFC | Percentage of assets, One-time planning fee |
| Timothy Kirch | Nashville Financial Planning | Franklin | CFP | One-time planning fee, Ongoing planning fee |
| Betsy Hutchins | Forward Financial Planning | Germantown | CFP, CRPC | Flat fee or retainer, Ongoing planning fee |
| Blair Garner | Garner Financial Management | Franklin | CFA, CFP, MS | Percentage of assets |
| Celia Brugge | Dogwood Financial Planning | Memphis | CFP, MBA | Hourly, One-time planning fee |
| John Anderson | Cypress Wealth Management, LLC | Germantown | AIF, CFP | Percentage of assets, Flat fee or retainer |
| Philip Rutterer | Rutterer Planning, LLC | Nashville | CFP, MBA | Percentage of assets, Ongoing planning fee |
| Christopher Hodges | Hodges Financial Group | Nashville | CFP, CPFA | Percentage of assets, Hourly |
| Justin Porter | Porter Wealth Management, LLC | Nashville | CFP, CPA/PFS, JD, CPA | Percentage of assets, Hourly |
| Michael Shea | True Equity Wealth Management LLC | Nashville | CFP, EA | Percentage of assets, One-time planning fee |
| Stacey Hyde | Envision Financial Planning, LLC | Memphis | CFA, CFP, CPA | Percentage of assets, Hourly |
| Carl von dem Bussche | Financial Guidance Group, Inc. | Franklin | CFP | Percentage of assets, Hourly |
| Christopher Flis | Resilient Asset Management | Memphis | CFP | Percentage of assets, Flat fee or retainer |
| Kyle Kuyat | Defining Wealth | Franklin | CFP | Flat fee or retainer, One-time planning fee |
| Justin Follmer | Coastal Wealth Advisors | Nashville | CFP | One-time planning fee |
| Austin McLaughlin | Retirement Planning Services | Knoxville | CFP | Percentage of assets, Hourly |
| Celeste Pryor | Red Door Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Connor Cox | ProffittGoodson Private Wealth | Knoxville | CFP | Percentage of assets, Hourly |
| John Phillips | Red Door Wealth Management | Memphis | CFP, CFA | Percentage of assets, Fixed fees |
| Jonathon Jordan | Stone Pillars Wealth Management | Franklin | CFP | Percentage of assets, Hourly |
| Peyton Klawinski | Red Door Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Spencer Hall | Retirement Planning Services | Knoxville | CFP | Percentage of assets, Hourly |
| William Allen | Red Door Wealth Management | Memphis | CFP | Percentage of assets, Fixed fees |
| Andrew Peapos | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Ann Taylor Knotts | Woodmont Investment Counsel | Nashville | CFP, CFA | Percentage of assets |
| April Lowery | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Cade Schacher | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Christopher Purcell | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| David Hodges | Integra Wealth | Chattanooga | 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 |
| James Copper | Skinner Copper & Ehmen | Monroe | CFP | Percentage of assets, Fixed fees |
| Jason Bonn | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Kyle Gowen | Duncan Williams Asset Management | Memphis | CFP, CFA | Percentage of assets, Hourly |
| Lindsay Youngbauer | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Lukas McCalla | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Martin Kelman | Kelman-Lazarov | Memphis | CFP | Percentage of assets, Hourly |
| Nicole Hughes | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| 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 |
| Aaron Nolan | PYA Waltman Capital | Knoxville | CFP | Percentage of assets, Hourly |
| Alistair Huong | AdventEdge Financial | Apison | ChFC | One-time planning fee, Ongoing planning fee |
| Andrew Clement | Alongside Wealth | Nolensville | CFP | Percentage of assets, Hourly |
| Benjamin Amos | RMG Advisors | Nashville | CFP | Percentage of assets, Hourly |
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