Financial advisors for tax planning in Memphis, Tennessee

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

For tax planning in Memphis, talk to a fee-only planner who plans tax across years, not one who only looks back at last year's return. Ask whether they prepare returns or work alongside your preparer, because that changes who does what. Records to start with include Stacey Hyde of Envision Financial Planning, LLC, Tripp Yates of Eaglestrong Financial and Celia Brugge of Dogwood Financial Planning.

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

The Wellspent public graph lists 44 fee-only advisors for tax planning in Memphis, at 11 firms. We counted every advisor record that lists this work, as of October 2026.

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

The most common fee among fee-only advisors for tax planning in Memphis is a percentage of assets, used by 98% of the 44 with fees on file. Many use more than one: 82% charge fixed fees and 64% 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 tax planning have?

For tax planning, look for the CPA and CFP. In Memphis, 57% of the 44 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 should I ask a financial advisor about tax planning in Memphis?

1. Do you prepare my return, or coordinate with my preparer?
2. Will you give me a written multi-year tax projection?
3. What tax decisions would you want to make with me before year end?
4. How do you weigh tax savings against investment risk?
5. If I've worked in other states, what could I still owe there?

How current is this list of fee-only advisors for tax 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.