Financial advisors for family wealth transfer in Tennessee

Which financial advisor should I talk to about passing wealth to the next generation in Tennessee?

For family wealth transfer in Tennessee, talk to a fee-only planner who works with more than one generation, and who will sit down with your children as well as you. The technical work is gifting and trusts, but the harder part is usually preparing the family. Records to start with include Jaime Ruff of HB Wealth, Mitchell Anderson of EFinancial Alliance and Kyle Kuyat of Defining Wealth.

How many fee-only financial advisors in Tennessee work on family wealth transfer?

The Wellspent public graph lists 86 fee-only advisors for family wealth transfer in Tennessee, at 22 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for family wealth transfer in Tennessee charge?

The most common fee among fee-only advisors for family wealth transfer in Tennessee is a percentage of assets, used by 99% of the 86 with fees on file. Many use more than one: 55% charge fixed fees and 30% 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 family wealth transfer have?

For family wealth transfer, look for the CFP and CPA. In Tennessee, 47% of the 86 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 passing wealth to the next generation in Tennessee?

1. How do you involve the next generation, and when?
2. What would you gift now, and what would you hold until death?
3. How do you work with our attorney and accountant?
4. What happens to the relationship when the first generation is gone?
5. If I own property in another state, could its estate tax apply?

How current is this list of fee-only advisors for family wealth transfer 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.