Financial advisors for estate planning in Memphis, Tennessee

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.

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.

See every fee-only advisor fee in Tennessee

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.

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?

1. Do you review my beneficiary designations and account titling?
2. Which estate attorneys do you work with, and how do you split the work?
3. How would you plan around the state rules that apply to me?
4. How often will we revisit the plan?
5. 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.