Financial advisors for founders in Memphis, Tennessee

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.

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.

See every fee-only advisor fee in Tennessee

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.

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?

1. How many clients have you taken through an exit, and at what size?
2. How would you check whether my shares qualify for QSBS?
3. What should I do before a term sheet that I can't do after?
4. How would you invest the proceeds in the first year?
5. If I've worked in other states, what could I still owe there?
6. 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.