# Financial advisors for founders in Memphis, Tennessee > For founders in Memphis, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include David Scully of Duncan Williams Asset Management, John Phillips of Red Door Wealth Management and Christopher Flis of Resilient Asset Management. Page: https://find.wellspent.co/specialties/founders-pre-exit/tennessee/memphis/ 33 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 as a founder in Memphis? For founders in Memphis, talk to a fee-only planner who has worked through a liquidity event, ideally well before you sign anything. The most valuable decisions, like QSBS eligibility and gifting shares, usually have to be made ahead of the sale. Records to start with include David Scully of Duncan Williams Asset Management, John Phillips of Red Door Wealth Management and Christopher Flis of Resilient Asset Management. - [David Scully](https://find.wellspent.co/advisors/david-scully/), Duncan Williams Asset Management, Memphis City. Holds the CFP and CFA. Fees on file: percentage of assets, hourly. - [John Phillips](https://find.wellspent.co/advisors/john-phillips/), Red Door Wealth Management, Memphis City. Holds the CFP and CFA. Fees on file: percentage of assets, fixed fees. - [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. - [Gregory Davis](https://find.wellspent.co/advisors/gregory-davis/), RBG Wealth Advisors, Memphis City. Holds the CFP. Fees on file: percentage of assets. - [William Martin](https://find.wellspent.co/advisors/william-martin/), Steel Grove, Memphis City. Holds the CFA. Fees on file: percentage of assets, fixed fees. ## How many fee-only financial advisors in Memphis work with founders? The Wellspent public graph lists 33 fee-only advisors for founders in Memphis, at 5 firms. We counted every advisor record that lists this work, as of October 2026. ## How do fee-only advisors for founders in Memphis charge? The most common fee among fee-only advisors for founders in Memphis is a percentage of assets, used by 100% of the 33 with fees on file. Many use more than one: 85% charge fixed fees and 52% charge performance-based 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 founders have? For founders, look for the CFP and CFA. In Memphis, 36% of the 33 advisors listed hold the CFP. - CFP (36% of advisors listed): The CFP covers life after the exit, not only the sale. - CFA (15% of advisors listed): The CFA helps with investing a large sum at once. ## How do Memphis advisors for founders compare with the rest of the US? 52% of fee-only advisors for founders in Memphis charge performance-based fees, compared with 7% of the 3,000 listed across the US. That's the largest difference in the Wellspent public graph between the two groups. ## Does Tennessee have a state income tax? No. Tennessee has no state income tax, so federal tax drives most financial planning for residents. ## What happens to stock pay if you move to or from Tennessee? States often tax stock pay based on where you worked between grant and vesting, so a move to or from Tennessee can split that income across states. Tell any advisor about moves during a vesting period. ## What should I ask a financial advisor as a founder in Memphis? - How many clients have you taken through an exit, and at what size? - How would you check whether my shares qualify for QSBS? - What should I do before a term sheet that I can't do after? - How would you invest the proceeds in the first year? - If I've worked in other states, what could I still owe there? - If I move before my grants vest, which states can tax them? ## How current is this list of fee-only advisors for founders 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 | |---|---|---|---|---| | [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 | | [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 | | [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 | | [Peyton Wade](https://find.wellspent.co/advisors/peyton-wade.md) | Duncan Williams Asset Management | 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 | | [Timothy Ellis](https://find.wellspent.co/advisors/timothy-ellis.md) | RBG Wealth Advisors | Memphis, Tennessee | CFP, PFS | Percentage of assets | | [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 | | [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 | | [Jackson Greer](https://find.wellspent.co/advisors/jackson-greer.md) | Duncan Williams Asset Management | Memphis, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Robert Atkins](https://find.wellspent.co/advisors/robert-atkins.md) | Duncan Williams Asset Management | Memphis, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Wesley Mims](https://find.wellspent.co/advisors/wesley-mims.md) | Duncan Williams Asset Management | Memphis, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [William Hensley](https://find.wellspent.co/advisors/william-hensley.md) | Duncan Williams Asset Management | Memphis, Tennessee | | Percentage of assets, Hourly, Fixed fees | | [Christian Becnel](https://find.wellspent.co/advisors/christian-becnel.md) | Steel Grove | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [Clayton Williams](https://find.wellspent.co/advisors/clayton-williams.md) | Steel Grove | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [Craig Sneed](https://find.wellspent.co/advisors/craig-sneed.md) | Steel Grove | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [Jonathan Martin](https://find.wellspent.co/advisors/jonathan-martin.md) | Steel Grove | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [Lisa Shive](https://find.wellspent.co/advisors/lisa-shive.md) | RBG Wealth Advisors | Memphis, Tennessee | | Percentage of assets | | [Matthew Sullivan](https://find.wellspent.co/advisors/matthew-sullivan-8235474.md) | RBG Wealth Advisors | Memphis, Tennessee | | Percentage of assets | | [Steven Sansom](https://find.wellspent.co/advisors/steven-sansom.md) | Steel Grove | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | | [Timothy Ballard](https://find.wellspent.co/advisors/timothy-ballard.md) | Steel Grove | Memphis, Tennessee | | Percentage of assets, Fixed fees, Performance-based fees | ## Related - [Estate planning in Memphis](https://find.wellspent.co/specialties/estate-planning/tennessee/memphis.md) - [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) ## 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).