Financial advisors for retirement planning in Knoxville, Tennessee

Which financial advisor should I talk to about retirement planning in Knoxville?

For retirement planning in Knoxville, talk to a fee-only planner who builds a withdrawal plan, not only an investment portfolio. Look for someone who works out where your income comes from each year, in what order, and what tax it triggers. Records to start with include Philip Dortch of Aspire Private Wealth Counsel, Jack Waltman of PYA Waltman Capital and Austin McLaughlin of Retirement Planning Services.

How many fee-only financial advisors in Knoxville work on retirement planning?

The Wellspent public graph lists 26 fee-only advisors for retirement planning in Knoxville, at 7 firms. We counted every advisor record that lists this work, as of October 2026.

How do fee-only advisors for retirement planning in Knoxville charge?

The most common fee among fee-only advisors for retirement planning in Knoxville is a percentage of assets, used by 100% of the 26 with fees on file. Many use more than one: 81% charge by the hour and 58% charge fixed 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 retirement planning have?

For retirement planning, look for the CFP. In Knoxville, 46% of the 26 advisors listed hold the CFP.

Does Tennessee tax retirement income?

No. Tennessee has no state income tax, so retirement account withdrawals and pensions aren't taxed at the state level.

What should I ask a financial advisor about retirement planning in Knoxville?

1. How do you decide which accounts I draw from first?
2. When would you have me claim Social Security, and why?
3. How do you handle a bad market in my first years of retirement?
4. Will you run Roth conversion scenarios for me each year?
5. Would you plan differently if I might move to another state in retirement?

How current is this list of fee-only advisors for retirement planning in Knoxville?

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.