Fee-Only Financial Planners in Tennessee

A Fee-Only Financial Planner can help you in all aspects of your financial life - comprehensive financial planning, retirement planning, investment management, insurance analysis, and more. From the simple to complex, a Fee-Only Financial Planner can help you work toward your objectives.

Fee-Only Financial Planners in Tennessee:

Kevin McCarter

S.E.E.D. Planning Group

Knoxville, TN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Knoxville, TN serving clients locally and across the country

I can work with clients anywhere!

Tripp Yates

CPA/PFS, CFP®

Eaglestrong Financial

Memphis, TN

Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, College Education Planning, Tax Planning

Eaglestrong Financial is an independent, fee-only fiduciary financial planning firm based in Memphis, TN. We help our clients organize their finances, reduce taxes, and invest wisely.

David Hodges

CFP®

Integra Wealth, LLC

Chattanooga, TN

Specialties: Investment Management, Retirement Income Planning, Tax Planning, Broad Scope Financial Planning, College Education Planning

Fee-Only Financial Planning and Investment Advice services for business owners and individuals.

David Wattenbarger

CFP®, CAP®

DRW Financial

Chattanooga, TN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Chattanooga, TN, serving clients locally and across the country

Lois Carrier

CFP®, AIF

WorthWhile Wealth Council

Johnson City, TN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only, Certified Financial Planner™ professional. Serving clients nationwide virtually from East to West and locally with offices in Johnson City, TN and Sedona, Arizona.

Steve Martin

CFP®, CPA, JD

Oasis Wealth Planning Advisors

Nashville, TN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Preparation, Investment Management, Business Succession Planning, Executive Compensation, Social Security and Pension Analysis

Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Middle Tennessee, Metro Atlanta, Florida, Huntsville (Alabama), Indianapolis and beyond through in-person and video conferencing.

Robert DeLucas

CFP®, ChFC®, RICP®, MBA

Afton Advisors

Brentwood, TN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, College Education Planning

We work with business professionals, executives, and medical professionals virtually, throughout the country, and in our local Nashville, Brentwood, and Middle Tennessee markets

I can work with clients anywhere!

Stephanie Sammons

CERTIFIED FINANCIAL PLANNER™

Sammons Wealth Management

Nashville, TN

Specialties: Retirement Planning, Portfolio Management, Tax Planning, Retirement Income Planning, Restricted Stock and Stock Option Compensation

Peace of mind retirement planning and wealth management for 50+ LGBTQ individuals and couples.

Priscilla Birt

CFP®

The Mather Group

Knoxville, TN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Knoxville, TN, serving clients locally and across the country

Sasha Stewart

CFP®

WorthWhile Wealth Council

Johnson City, TN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Johnson City, TN, serving clients locally and across the country

Justin Porter

CFP®, CPA, JD

Porter Wealth Management, LLC

Chattanooga, TN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Charitable Planning

CFP®, CPA, JD - Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create

Shaun Melby

CFP®

Melby Wealth Management, LLC

Nashville, TN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Business Coaching

Fee-Only financial planner located in Nashville, TN, serving clients locally and across the country

Taylor Bauerle

Kairos Private Wealth

Franklin, TN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Lake Mary, FL, serving clients locally and across the country

Carl von dem Bussche

CFP®, AIF®

Financial Guidance Group, Inc

Franklin, TN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Carl F. von dem Bussche, Sr. of Financial Guidance Group, Inc. is a Tampa Bay, FL & Franklin, TN financial advisor that specializes in financial planning & wealth management. His sons, Christoph and Carl Jr, are also advisors with the firm.

I can work with clients anywhere!

Doty Yates

CPA, CFP®

Eaglestrong Financial

Memphis, TN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning

Fee-Only financial planner located in Memphis, TN, serving clients locally and across the country

Allan Phillips

CFP®

Tree Street Advisory, LLC

Franklin, TN

Specialties: Comprehensive Financial Planning, Tax Planning, Retirement Income Planning, Investment Management, College Education Planning

Objective financial guidance for physicians and e-commerce business owners

I can work with clients anywhere!

Jennifer B. Harper

MBA, CFP®, CEPA®

Bridge Financial Planning, LLC

Chattanooga, TN

Specialties: Business Owners, Comprehensive Financial Planning, Retirement Income Planning, Investment Management

Financial Planning & Investing for Today's Professionals

Kyle Attarian

MBA, CFA®, CFP®, AIF®

Plancorp

Nashville, TN

Specialties: Comprehensive Financial Planning, Corporate Retirement Plans, Investment Management, College Education Planning, Business Succession Planning, Institutional Asset Management, Multi-Generational Wealth Management

Fiduciary, fee-only financial planner located in Nashville, TN, serving clients locally and across the country

Derek Kennedy

CFP®

Kennedy Wealth Management, LLC

Knoxville, TN

Specialties: Wealth Management Services, Tax Planning, Retirement Income Planning, Asset Protection Planning, Investment Management

Fee-Only financial planner located in Knoxville, TN, serving clients locally and across the country

I can work with clients anywhere!

Jonathan McAlister

CFP®

Kimery Wealth Management

Memphis, TN

Specialties: Retirement Income Planning, Investment Management, Comprehensive Financial Planning, College Education Planning, Tax Planning

Fiduciary financial planner serving clients locally and across the US

Mel Bond

CFA®, CFP®, CKA®

Oasis Wealth Planning Advisors

Nashville, TN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning

Mel Bond is a Fee-Only, tax focused, holistic financial planner serving as part of a team for clients in Middle Tennessee, Metro Atlanta, GA, Florida, Alabama and beyond with in-person or virtual meetings.

J. David Lewis

MBA

The Mather Group

Knoxville, TN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only Financial Advisor serving Knoxville and East Tennessee.

Sam H. Fawaz

CFP®, CPA, MST

Y.D. Financial Services, Inc.

Franklin, TN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Canton, MI and Brentwood, TN serving clients locally and across the country

Bryan Hankla

CFP®

The Mather Group

Knoxville, TN

Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning

Fee-Only financial planner located in Knoxville, TN, serving clients locally and across the country

David L. Maurice

CFP®

WorthWhile Wealth Council

Johnson City, TN

Specialties: Comprehensive Financial Planning, Retirement Planning and Income Distribution Management, Tax Intelligent Investment Management, Socially Responsible Investing, College Education Planning, Charitable and Generational Wealth Planning

Fee-Only, Certified Financial Planner™ professional. Serving clients nationwide virtually from East to West and locally with offices in Johnson City, TN and Sedona, Arizona.

Donna Wood

CPA/PFS, CFP®

Wood Smith Advisors

Franklin, TN

Specialties: Women’s Finances, Comprehensive Financial Planning, Investment Management, Financial Independence Planning, College Education Planning

Fee Only Financial Planning and Investment Advisory firm serving the greater Franklin, TN area including Williamson, Davidson, and Cheatham counties, as well as clients in the Northern Virginia/ Washington D.C. Area and U.S. Citizens worldwide.

Philip Watson

Philip M. Watson Financial Advisors

Franklin, TN

J. Mark Nickell

J. Mark Nickell & Co.

Brentwood, TN

Brian Preston

Abound Wealth Management, LLC

Franklin, TN

Emily Forst

The Mather Group

Knoxville, TN

Robert Bolen

Envision Wealth Planning

Brentwood, TN

Lindsay Youngbauer

CFP®, RICP®

Woodmont Investment Counsel

Nashville, TN

Alistair Huong

AdventEdge Financial, LLC

Apison, TN

Beth Pickenpaugh

Guardian Wealth Management Inc.

Chattanooga, TN

Phil Rutterer

CFP®

Rutterer Planning, LLC

Nashville, TN

Melner Bond

Oasis Wealth Planning Advisors, LLC

Nashville, TN

Brandon Littleton

Form Advisory Group

Nashville, TN

Logan Green

CFP®

The Mather Group

Brentwood, TN

Kevin Gormley

Leading Edge Financial Planning LLC

Knoxville, TN

Michael Jones

Boulevard Money LLC

Nashville, TN

Chris Brown

CFP®

Patriot Investment Management Group

Knoxville, TN

Brett Walters

CFP®

TBH Global Asset Management

NASHVILLE, TN

Christopher Peterson

CFP®

Peterson Wealth Advisory

Crossville, TN

Celia Brugge

MBA, CFP®

Dogwood Financial Planning

Memphis, TN

Carl von dem Bussche Jr

CFP®

Financial Guidance Group, Inc.

Franklin, TN

John Smartt

Financial Counseling & Administration

Knoxville, TN

Mauricio Cortes Resendiz

MBA, CFP®

The Mather Group

Brentwood, TN

Joy Garland

Roan Capital Partners

Johnson City, TN

Andrew Kratz

Telarray, LLC

Memphis, TN

Stephen Vogel

Corvus Capital Management

Nashville, TN

Mitchell Anderson

EFinancial Alliance

Franklin, TN

James Ferguson

CFP®

Roan Capital Partners

Gray, TN

Andrew Ellis

CFP®, CPA, CFA

Patriot Investment Management Group

Knoxville, TN

Troy Von Haefen

Von Haefen Financial Management

Nashville, TN

Christopher Ladd

CFP®, CCFC

TriPrescient Financial Services, Inc.

Maryville, TN

John Anderson

Cypress Wealth Management, LLC

Germantown, TN

Adam Newman

Burney Wealth Management

Nashville, TN

Howard Varnedoe

Charis Advisors Group

Brentwood, TN

Melvin Spain

Spain Wealth Management, LLC

Franklin, TN

Don VanLandingham

Guardian Wealth Management Inc.

Chattanooga, TN

Bo Hanson

Abound Wealth Management, LLC

Franklin, TN

Ashley Hankla

The Mather Group

Knoxville, TN

James "Blake" Bowman

CFP®

Wave Wealth Planning, LLC

Nashville, TN

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    Fee-Only Financial Advisors never earn commission or sell investment products.

    Fee-Only:
    Compensated only by the client without earning commission of any kind for product sales or referrals.

    Fiduciary:
    Legally sworn and obligated to always place the interest of the client ahead of their own.

    Independent:
    Not affiliated with any brokerage firm, bank, or insurance company.


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