# Financial advisors for estate planning in Memphis, Tennessee > For estate planning in Memphis, 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 Stacey Hyde of Envision Financial Planning, LLC, Celia Brugge of Dogwood Financial Planning and Ilinda Parham of FSG Wealth Advisors. Page: https://find.wellspent.co/specialties/estate-planning/tennessee/memphis/ 69 fee-only advisors listed; data last updated October 30, 2026. Fee-only means paid only by clients, never by commissions. ## Which financial advisor should I talk to about estate planning in Memphis? For estate planning in Memphis, 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 Stacey Hyde of Envision Financial Planning, LLC, Celia Brugge of Dogwood Financial Planning and Ilinda Parham of FSG Wealth Advisors. - [Stacey Hyde](https://find.wellspent.co/advisors/stacey-hyde/), Envision Financial Planning, LLC, Memphis City. Holds the CFP and CPA. Fees on file: percentage of assets, hourly. - [Celia Brugge](https://find.wellspent.co/advisors/celia-brugge/), Dogwood Financial Planning, Memphis City. Holds the CFP. Fees on file: hourly, one-time planning fee. - [Ilinda Parham](https://find.wellspent.co/advisors/ilinda-parham/), FSG Wealth Advisors, Memphis City. Holds the CFP. Fees on file: percentage of assets. - [Christopher Flis](https://find.wellspent.co/advisors/christopher-flis/), Resilient Asset Management, Memphis City. Holds the CFP. Fees on file: percentage of assets, flat fee or retainer. - [James Chaney](https://find.wellspent.co/advisors/james-chaney/), Duncan Williams Asset Management, Memphis City. Holds the CFP. Fees on file: percentage of assets, hourly. - [E Jalenak](https://find.wellspent.co/advisors/e-jalenak/), Legacy Wealth Management, Memphis City. Holds the CFP. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Memphis work on estate planning? The Wellspent public graph lists 69 fee-only advisors for estate planning in Memphis, at 14 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for estate planning in Memphis charge? The most common fee among fee-only advisors for estate planning in Memphis is a percentage of assets, used by 99% of the 69 with fees on file. Many use more than one: 84% charge fixed fees and 42% 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 and CPA. In Memphis, 52% of the 69 advisors listed hold the CFP. - CFP (52% of advisors listed): The CFP includes estate planning and keeps it tied to the whole plan. - CPA (1% of advisors listed): CPAs help with estate and gift tax filings. ## How do Memphis advisors for estate planning compare with the rest of the US? 84% of fee-only advisors for estate planning in Memphis 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. ## 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 Memphis? - 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 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. ## Advisors | Advisor | Firm | Location | Credentials | Fees | |---|---|---|---|---| | [Celia Brugge](https://find.wellspent.co/advisors/celia-brugge.md) | Dogwood Financial Planning | Memphis, Tennessee | CFP, MBA | Hourly, One-time planning fee | | [Stacey Hyde](https://find.wellspent.co/advisors/stacey-hyde.md) | Envision Financial Planning, LLC | Memphis, Tennessee | CFA, CFP, CPA | Percentage of assets, Hourly | | [Christopher Flis](https://find.wellspent.co/advisors/christopher-flis.md) | Resilient Asset Management | Memphis, Tennessee | CFP | Percentage of assets, Flat fee or retainer, Ongoing planning fee, Hourly, One-time planning fee | | [Celeste Pryor](https://find.wellspent.co/advisors/celeste-pryor.md) | Red Door Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [John Phillips](https://find.wellspent.co/advisors/john-phillips.md) | Red Door Wealth Management | Memphis, Tennessee | CFP, CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Peyton Klawinski](https://find.wellspent.co/advisors/peyton-klawinski.md) | Red Door Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [William Allen](https://find.wellspent.co/advisors/william-allen.md) | Red Door Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees, Performance-based fees | | [April Lowery](https://find.wellspent.co/advisors/april-lowery.md) | Kelman-Lazarov | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Christopher Purcell](https://find.wellspent.co/advisors/christopher-purcell.md) | Kelman-Lazarov | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [David Scully](https://find.wellspent.co/advisors/david-scully.md) | Duncan Williams Asset Management | Memphis, Tennessee | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Jacob Eason](https://find.wellspent.co/advisors/jacob-eason.md) | Duncan Williams Asset Management | Memphis, Tennessee | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Jacob Samuels](https://find.wellspent.co/advisors/jacob-samuels.md) | Kelman-Lazarov | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [James Chaney](https://find.wellspent.co/advisors/james-chaney.md) | Duncan Williams Asset Management | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Kyle Gowen](https://find.wellspent.co/advisors/kyle-gowen.md) | Duncan Williams Asset Management | Memphis, Tennessee | CFP, CFA | Percentage of assets, Hourly, Fixed fees | | [Lukas McCalla](https://find.wellspent.co/advisors/lukas-mccalla.md) | Kelman-Lazarov | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Martin Kelman](https://find.wellspent.co/advisors/martin-kelman.md) | Kelman-Lazarov | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Patrick O'Hearn](https://find.wellspent.co/advisors/patrick-o-hearn.md) | Kelman-Lazarov | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Peyton Wade](https://find.wellspent.co/advisors/peyton-wade.md) | Duncan Williams Asset Management | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [William Steinberg](https://find.wellspent.co/advisors/william-steinberg.md) | Kelman-Lazarov | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Brian Barthol](https://find.wellspent.co/advisors/brian-barthol.md) | William Howard & Co. Financial Advisors | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Gregory Davis](https://find.wellspent.co/advisors/gregory-davis.md) | RBG Wealth Advisors | Memphis, Tennessee | CFP | Percentage of assets | | [Heather Coulter](https://find.wellspent.co/advisors/heather-coulter.md) | William Howard & Co. Financial Advisors | Memphis, Tennessee | CFP | Percentage of assets, Hourly, Fixed fees | | [Ilinda Parham](https://find.wellspent.co/advisors/ilinda-parham.md) | FSG Wealth Advisors | Memphis, Tennessee | CFP | Percentage of assets | | [Timothy Ellis](https://find.wellspent.co/advisors/timothy-ellis.md) | RBG Wealth Advisors | Memphis, Tennessee | CFP, PFS | Percentage of assets | | [William Howard](https://find.wellspent.co/advisors/william-howard.md) | William Howard & Co. Financial Advisors | Memphis, Tennessee | CFP, ChFC | Percentage of assets, Hourly, Fixed fees | | [Andrew Buzan](https://find.wellspent.co/advisors/andrew-buzan.md) | Kelman-Lazarov | Memphis, Tennessee | CFA | Percentage of assets, Hourly, Fixed fees | | [Brienne Jackson](https://find.wellspent.co/advisors/brienne-jackson.md) | Legacy Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees | | [Brittany Paul](https://find.wellspent.co/advisors/brittany-paul.md) | Legacy Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees | | [Cathy Simmons](https://find.wellspent.co/advisors/cathy-simmons.md) | Legacy Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees | | [Duncan Miller](https://find.wellspent.co/advisors/duncan-miller.md) | Legacy Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees | | [E Jalenak](https://find.wellspent.co/advisors/e-jalenak.md) | Legacy Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees | | [Hallie Peyton](https://find.wellspent.co/advisors/hallie-peyton.md) | Legacy Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees | | [Lindsey Mazzola](https://find.wellspent.co/advisors/lindsey-mazzola.md) | Legacy Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees | | [Nathan Powell](https://find.wellspent.co/advisors/nathan-powell.md) | Legacy Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees | | [Nicholas Sowell](https://find.wellspent.co/advisors/nicholas-sowell.md) | Legacy Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees | | [Rebecca Rawlinson](https://find.wellspent.co/advisors/rebecca-rawlinson.md) | Legacy Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees | | [Robin Sievers](https://find.wellspent.co/advisors/robin-sievers.md) | Legacy Wealth Management | Memphis, Tennessee | CFP | Percentage of assets, Fixed fees | | [Christopher Williamson](https://find.wellspent.co/advisors/christopher-williamson.md) | Red Door Wealth Management | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [Connor Mykleby](https://find.wellspent.co/advisors/connor-mykleby.md) | Red Door Wealth Management | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [Connor Wright](https://find.wellspent.co/advisors/connor-wright.md) | Red Door Wealth Management | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [John Giovannetti](https://find.wellspent.co/advisors/john-giovannetti.md) | Red Door Wealth Management | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [Jonathan Stambaugh](https://find.wellspent.co/advisors/jonathan-stambaugh.md) | Red Door Wealth Management | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [Matthew Fox](https://find.wellspent.co/advisors/matthew-fox.md) | Ithaca Wealth | Memphis, Tennessee | | Percentage of assets | | [William Hiatt](https://find.wellspent.co/advisors/william-hiatt.md) | Red Door Wealth Management | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [William Martin](https://find.wellspent.co/advisors/william-martin.md) | Steel Grove | Memphis, Tennessee | CFA | Percentage of assets, Fixed fees, Performance-based fees | | [Colby Ring](https://find.wellspent.co/advisors/colby-ring.md) | Duncan Williams Asset Management | Memphis, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Edwin Bennett](https://find.wellspent.co/advisors/edwin-bennett.md) | Duncan Williams Asset Management | Memphis, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Elsa Allmendinger](https://find.wellspent.co/advisors/elsa-allmendinger.md) | Kelman-Lazarov | Memphis, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Jackson Greer](https://find.wellspent.co/advisors/jackson-greer.md) | Duncan Williams Asset Management | Memphis, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [John Dabov](https://find.wellspent.co/advisors/john-dabov.md) | Kelman-Lazarov | Memphis, Tennessee | | Percentage of assets, Hourly, Fixed fees | Showing the first 50 of 69. The full list, page by page: https://find.wellspent.co/specialties/estate-planning/tennessee/memphis/?page=2 ## Related - [Family wealth transfer in Memphis](https://find.wellspent.co/specialties/family-wealth-transfer/tennessee/memphis.md) - [Retirement planning in Memphis](https://find.wellspent.co/specialties/retirement-planning/tennessee/memphis.md) - [Tax planning in Memphis](https://find.wellspent.co/specialties/tax-planning/tennessee/memphis.md) - [Founders in Memphis](https://find.wellspent.co/specialties/founders-pre-exit/tennessee/memphis.md) ## 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).