Financial advisors for estate planning in Knoxville, Tennessee
Which financial advisor should I talk to about estate planning in Knoxville?
For estate planning in Knoxville, 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 Jack Waltman of PYA Waltman Capital, Spencer Hall of Retirement Planning Services and Connor Cox of ProffittGoodson Private Wealth.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Jack Waltman PYA Waltman Capital, Knoxville City Holds the CFP. Fees on file: percentage of assets, hourly.
- Spencer Hall Retirement Planning Services, Knoxville City Holds the CFP. Fees on file: percentage of assets, hourly.
- Connor Cox ProffittGoodson Private Wealth, Knoxville City Holds the CFP. Fees on file: percentage of assets, hourly.
- Yvonne Marsh Marsh Wealth Management, Knoxville City Fees on file: percentage of assets.
- Lucas Nulsen S.E.E.D. Planning Group, Knoxville City Fees on file: percentage of assets, hourly.
- Alexander Vetrano Pugh Wealth Management, Knoxville City Fees on file: percentage of assets, hourly.
How many fee-only financial advisors in Knoxville work on estate planning?
The Wellspent public graph lists 25 fee-only advisors for estate planning in Knoxville, at 6 firms. We counted every advisor record that lists this work, as of October 2026.
How do fee-only advisors for estate planning in Knoxville charge?
The most common fee among fee-only advisors for estate planning in Knoxville is a percentage of assets, used by 100% of the 25 with fees on file. Many use more than one: 88% charge by the hour and 64% 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 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. In Knoxville, 36% of the 25 advisors listed hold the CFP.
- CFP36% in Knoxville
- The CFP includes estate planning and keeps it tied to the whole plan.
How do Knoxville advisors for estate planning compare with the rest of the US?
88% of fee-only advisors for estate planning in Knoxville charge by the hour, compared with 44% 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 Knoxville. 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 Knoxville?
- 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 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 25 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| 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 |
| 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 |
| 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 |
| Yvonne Marsh | Marsh Wealth Management | Knoxville | Not listed | Percentage of assets |
| 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 |
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