Financial advisors for small business owners in Tennessee
Which financial advisor should I talk to as a small business owner in Tennessee?
For small business owners in Tennessee, talk to a fee-only planner who treats the business and the household as one balance sheet. Look for someone who can speak to entity choice, owner pay, and retirement plans for the company, not only your personal accounts. Records to start with include Tripp Yates of Eaglestrong Financial, Troy Von Haefen of Von Haefen Financial Management and Timothy Kirch of Nashville Financial Planning.
Where to start
Chosen from what each record shows: credentials that fit this work and fees on file, one advisor per firm.
- Tripp Yates Eaglestrong Financial, Memphis Holds the CPA and CFP. Fees on file: percentage of assets, fixed fees.
- Troy Von Haefen Von Haefen Financial Management, Nashville Holds the CFP. Fees on file: flat fee or retainer, ongoing planning fee.
- Timothy Kirch Nashville Financial Planning, Franklin Holds the CFP. Fees on file: one-time planning fee, ongoing planning fee.
- Blair Garner Garner Financial Management, Franklin Holds the CFP. Fees on file: percentage of assets.
- Justin Follmer Coastal Wealth Advisors, Nashville Holds the CFP. Fees on file: one-time planning fee.
- Philip Dortch Aspire Private Wealth Counsel, Knoxville Holds the CFP. Fees on file: percentage of assets, one-time planning fee.
How many fee-only financial advisors in Tennessee work with small business owners?
The Wellspent public graph lists 49 fee-only advisors for small business owners in Tennessee, at 29 firms. We counted every advisor record that lists this work, as of October 2026.
Where are fee-only advisors for small business owners in Tennessee located?
Of the 49 fee-only advisors for small business owners in Tennessee, 17 are in Nashville, followed by 9 in Chattanooga and 7 in Franklin.
Plus 8 in other cities.
How do fee-only advisors for small business owners in Tennessee charge?
The most common fee among fee-only advisors for small business owners in Tennessee is a percentage of assets, used by 90% of the 49 with fees on file. Many use more than one: 41% charge by the hour and 31% 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.
What credentials should a financial advisor for small business owners have?
For small business owners, look for the CPA and CFP. In Tennessee, 55% of the 49 advisors listed hold the CFP.
- CPA2% in Tennessee
- CPAs understand entity structure and business books.
- CFP55% in Tennessee
- The CFP keeps the business in the wider plan.
How do Tennessee advisors for small business owners compare with the rest of the US?
31% of fee-only advisors for small business owners in Tennessee charge fixed fees, compared with 52% of the 2,851 listed across the US. That's the largest difference in the Wellspent public graph between the two groups.
Dark bars are Tennessee. Light bars are all US advisors for small business owners.
Does Tennessee have a state income tax?
No. Tennessee has no state income tax, so federal tax drives most financial planning for residents.
What should I ask a financial advisor as a small business owner in Tennessee?
- Which retirement plan would you set up for my business, and why?
- How would you set my salary against distributions?
- How much of my net worth should stay in the business?
- How do you plan for an eventual sale or succession?
- If I've worked in other states, what could I still owe there?
How current is this list of fee-only advisors for small business owners 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.
All 49 advisors
| Advisor | Firm | City | Credentials | Fees |
|---|---|---|---|---|
| Matthew Hale | Make the Memory Financial Planning | Johnson City | CFP | Flat fee or retainer, Ongoing planning fee |
| Mitchell Anderson | EFinancial Alliance | Franklin | CFP, MBA | One-time planning fee, Percentage of assets |
| Timothy Kirch | Nashville Financial Planning | Franklin | CFP | One-time planning fee, Ongoing planning fee |
| Blair Garner | Garner Financial Management | Franklin | CFA, CFP, MS | Percentage of assets |
| Shaun Melby | Melby Wealth Management, LLC | Nashville | CFP | Percentage of assets, Ongoing planning fee |
| Tripp Yates | Eaglestrong Financial | Memphis | CFP, CPA/PFS, CPA, PFS | Percentage of assets, Fixed fees |
| Troy Von Haefen | Von Haefen Financial Management | Nashville | CFP | Flat fee or retainer, Ongoing planning fee |
| Christopher Flis | Resilient Asset Management | Memphis | CFP | Percentage of assets, Flat fee or retainer |
| Kyle Kuyat | Defining Wealth | Franklin | CFP | Flat fee or retainer, One-time planning fee |
| Justin Follmer | Coastal Wealth Advisors | Nashville | CFP | One-time planning fee |
| Jonathon Jordan | Stone Pillars Wealth Management | Franklin | CFP | Percentage of assets, Hourly |
| Andrew Peapos | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Ann Taylor Knotts | Woodmont Investment Counsel | Nashville | CFP, CFA | Percentage of assets |
| Cade Schacher | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| David Hodges | Integra Wealth | Chattanooga | CFP | Percentage of assets, Hourly |
| Erich von Geis | Aspire Private Wealth Counsel | Knoxville | CFP | Percentage of assets, One-time planning fee |
| James Copper | Skinner Copper & Ehmen | Monroe | CFP | Percentage of assets, Fixed fees |
| Jason Bonn | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Lindsay Youngbauer | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Nicole Hughes | Woodmont Investment Counsel | Nashville | CFP | Percentage of assets |
| Philip Dortch | Aspire Private Wealth Counsel | Knoxville | CFP | Percentage of assets, One-time planning fee |
| William Welborn | Hoskins Financial | Nashville | CFP | Percentage of assets, Hourly |
| James Campbell | Campbell Asset Management | Chattanooga | CFP | Percentage of assets, Hourly |
| Jonathan Gillett | Wilco Financial | College Grove | Not listed | Percentage of assets |
| Anthony Steffan | HS Wealth Partners | Nashville | CFP | Percentage of assets |
| Brian Kopinski | Woodmont Investment Counsel | Nashville | CFA | Percentage of assets |
| Carolyn Bennett | Woodmont Investment Counsel | Nashville | CFA | Percentage of assets |
| Frenise Mann | Mann Financial | Chattanooga | Not listed | Percentage of assets, Flat fee or retainer |
| Jack Dupuy | Woodmont Investment Counsel | Nashville | CFA | Percentage of assets |
| Jonathan Farrell | Highmark | Brentwood | CFP | Percentage of assets, Hourly |
| Nicholas Vantrease | Provident Wealth | Knoxville | CFP | Percentage of assets, Hourly |
| Kaitlin Jordan | Stone Pillars Wealth Management | Franklin | Not listed | Percentage of assets, Hourly |
| Patrick Elliott | Uprise | Knoxville | CFP | Hourly, Fixed fees |
| Paul Brown | Clearstone Wealth Management | Murfreesboro | Not listed | Percentage of assets, Hourly |
| Ryan Redmond | Stone Pillars Wealth Management | Franklin | Not listed | Percentage of assets, Hourly |
| Kevin Laman | Lattice Wealth Advisors | Chattanooga | Not listed | Percentage of assets, Hourly |
| Monty McCurley | Camarda Wealth Advisory Group | Collierville | Not listed | Percentage of assets, Hourly |
| Alexander Vetrano | Pugh Wealth Management | Knoxville | Not listed | Percentage of assets, Hourly |
| Ashley Heck | Campbell Asset Management | Chattanooga | Not listed | Percentage of assets, Hourly |
| Gene Rice | Wealth Preservation Advisors | Chattanooga | Not listed | Percentage of assets |
| Jacob Higgins | Campbell Asset Management | Chattanooga | Not listed | Percentage of assets, Hourly |
| Nina Strozak | Wealth Preservation Advisors | Chattanooga | Not listed | Percentage of assets |
| Patrick Peters | Wealth Preservation Advisors | Chattanooga | Not listed | Percentage of assets |
| Susan Foard | Pugh Wealth Management | Knoxville | Not listed | Percentage of assets, Hourly |
| Daniel Frattali | HS Wealth Partners | Nashville | Not listed | Percentage of assets |
| Jack Henderson | HS Wealth Partners | Nashville | Not listed | Percentage of assets |
| Joshalyn Baca | HS Wealth Partners | Nashville | Not listed | Percentage of assets |
| Matthew Albritton | Valor Financial Planning | Johnson City | Not listed | Percentage of assets, Hourly |
| Nathan Rollins | Highmark | Brentwood | Not listed | Percentage of assets, Hourly |
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