What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Tennessee area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
Every Tennessee Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Christopher Peterson
CFP®
Peterson Wealth Advisory
Crossville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Crossville, TN, serving clients locally and across the country
Fred Costantino
CFP®, AIF®, CPM®, CRPC®
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 Binghamton, NY, serving clients locally and across the country
Jeff Chase
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 Syracuse, NY, 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.
Ryan Berkeley
AIF®, APMA®
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 Binghamton, NY, serving clients locally and across the country
Sam H. Fawaz
CFP®, CPA, PFS, 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
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.
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
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
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
Nellie Lunny
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 Binghamton, NY, serving clients locally and across the country
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
Hannah Burchell
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 Binghamton, NY, serving clients locally and across the country
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
Jessica Blake
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 Binghamton, NY, serving clients locally and across the country
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.
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
Betsy Hutchins
MHA, CRPC®, Candidate for CFP® certification
Forward Financial Planning
Lakeland, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Independent, fee-only financial advisor serving clients in the Memphis, TN area 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
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.
Andrea Vaioli
AIF®,BFA™
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 Binghamton, NY, serving clients locally and across the country
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.
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.
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.
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
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
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
Travis Maus
AIFA®, CEPA
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
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
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.
Jamie Roths
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
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.
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
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.
David Wattenbarger
CFP®, CAP®, CDFA®
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
Justin Porter
CFP®, CPA, PFS, JD
Porter Wealth Management, LLC
Chattanooga, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Charitable Planning
CFP®, CPA, PFS, JD - Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create
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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.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
