Financial advisors for retirement planning in Memphis, Tennessee

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

For retirement planning in Memphis, 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 Stacey Hyde of Envision Financial Planning, LLC, Tripp Yates of Eaglestrong Financial and Sreeni Meka of Lakeland Wealth Management, LLC.

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

The Wellspent public graph lists 45 fee-only advisors for retirement planning in Memphis, at 12 firms. We counted every advisor record that lists this work, as of October 2026.

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

The most common fee among fee-only advisors for retirement planning in Memphis is a percentage of assets, used by 98% of the 45 with fees on file. Many use more than one: 80% charge fixed fees and 62% 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 retirement planning have?

For retirement planning, look for the CFP and CPA. In Memphis, 58% of the 45 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 Memphis?

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 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.