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".
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Every Tennessee Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Carl von dem Bussche, Sr.
CFP®, AIF®
Financial Guidance Group, Inc
Franklin, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Carl von dem Bussche, Sr. of Financial Guidance Group, Inc. is a Tampa Bay, FL & Franklin, TN (Nashville) financial advisor that specializes in financial planning & wealth management. His sons, Christoph and Carl Jr, are also advisors with the firm.
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.
Timothy Kirch
CFP®
Nashville Financial Planning, LLC
Franklin, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Analysis, College Education Planning, Estate Planning, Risk Management, Tax Planning Strategies, Cash Flow and Debt Management, Employee Benefit Optimization, Business Planning, FIRE (Financial Independence/Retire Early)
Fee-Only financial planner located in Franklin, TN, serving clients locally and across the country
Jennifer B. Harper
MBA, CFP®
Bridge Financial Planning, LLC
Chattanooga, TN
Specialties: Business Planning, Comprehensive Financial Planning, Retirement Income Planning, Investment Management
From young professionals navigating their first career to retirees adjusting their financial perspective, our approach is tailored to meet the unique needs of each client. Located in Chattanooga, TN, serving clients locally and across the country.
Allan Horner
EP Wealth Advisors
Nashville, TN
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Hannah Burchell
S.E.E.D. Planning Group
Knoxville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate and Complex Family Planning , Philanthropy, College Planning
Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.
Doty Yates
CPA, CFP®
Eaglestrong Financial
Memphis, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education 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.
Steve Martin
CFP®, CPA, JD
Oasis Wealth Planning Advisors, LLC
Chattanooga, 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 throughout the Southeast including Nashville/Knoxville, Atlanta, Tampa/Orlando, and Louisville, and beyond through in-person and video conferencing.
Jamie Shelton
S.E.E.D. Planning Group
Knoxville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate and Complex Family Planning , Philanthropy, College Planning
Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.
Mel Bond
CFA®, CFP®, CKA®
Oasis Wealth Planning Advisors, LLC
Franklin, 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 Tennessee, Alabama, Florida, Georgia, California, and the Mid-Atlantic region with in-person or virtual meetings.
Kyle Attarian
MBA, CFA®, CFP®, AIF®
Plancorp
Brentwood, TN
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, Multi-generational Wealth Management, Detailed Insurance Planning, Estate Planning, Tax Strategy, Equity Compensation Strategies
Fee-only fiduciary wealth management to take you beyond basic financial advice with a holistic and proactive approach.
Katherine Edwards
CFP®
MainStreet Financial Planning
Nashville, TN
Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning
Fee-Only financial planner located in Nashville, 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, Tax Planning, Estate and Complex Family Planning , Philanthropy, College Planning
Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.
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
Travis Maus
AIFA®
S.E.E.D. Planning Group
Knoxville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate and Complex Family Planning , Philanthropy, College Planning
Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.
Craig Stapleton
CFA, CFP®, FRM
Stapleton Asset Management
Franklin, TN
Specialties: Comprehensive Financial Planning, Investment Management, Consulting and Advisory, Retirement Income Planning, College Education Planning, Tax Planning, Insurance, Estate Planning
Fee-Only financial planner located in Franklin, TN, serving clients locally and across the country
Roland McIntyre
CFP®, ChFC®, CCFC®
Mountaintop Wealth
Chattanooga, TN
Specialties: Comprehensive Financial Planning, Wealth Management, Investment Management, College Education Planning
Fee-Only financial planner located in Chattanooga, 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
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
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
Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create
James "Blake" Bowman
CFP®
Wave Wealth Planning, LLC
Nashville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Financial Independence/Retire Early (FIRE), Focused Value Investing
Wave Wealth Planning, LLC is a financial planning and investment management firm based in Nashville, TN, and serving clients throughout the US. | Helping you live your version of the good life.
Dan Kain
S.E.E.D. Planning Group
Knoxville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate and Complex Family Planning , Philanthropy, College Planning
Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.
Jeff Chase
S.E.E.D. Planning Group
Knoxville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate and Complex Family Planning , Philanthropy, College Planning
Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.
Anna Sergunina
CFP®
MainStreet Financial Planning
Nashville, TN
Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning
We Help Busy Families Make Smart Financial Decisions. Comprehensive Financial Planning, Income Tax Planning & Preparation, and Estate Plan Creation All Under One Roof. Offices nation wide and remote services.
Robert DeLucas
CFP®, ChFC®, RICP®, MBA
Afton Advisors
Brentwood, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, College Education Planning
Flat-Fee, Fee-Only Fiduciary Financial Advisor Serving Clients Virtually, Throughout The Country, As Well As In Our Nashville, Brentwood, Franklin, and Middle Tennessee Local Markets.
Joy Garland
CIS™, CFS®, AIF®
Roan Capital Partners
Johnson City, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Family Wealth Management, Financial Behavioral Coaching, Trust and Estate Planning Services, Family Office Services, Business Financial Planning
Comprehensive Financial Planning and Strategic Wealth Management for you and your loved ones. Offices in Johnson City and Oak Hill, TN 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.
Adeeb Chowdhury
S.E.E.D. Planning Group
Knoxville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate and Complex Family Planning , Philanthropy, College Planning
Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.
Andrew Worley
CFP®, AIF®
WorthWhile Wealth Council
Johnson City, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Generational Wealth Planning
Fee-only financial planning and investment management for retirees and those serious about saving for retirement. Located in Johnson City, Tennessee, and Sedona, Arizona, serving clients locally and across the country.
Rebekah Burton
CFP®, CTFA, AFIM
Roan Capital Partners
Johnson City, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Family Wealth Management, Financial Behavioral Coaching, Trust and Estate Planning Services, Family Office Services, Business Financial Planning
Fee-Only financial planner located in Johnson City, 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 virtually
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.
Gosia Guziak
CFP®
Oasis Wealth Planning Advisors, LLC
Franklin, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Social Security & Pension Analysis, Executive Compensation
Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Middle Tennessee, Tampa (FL), Philadelphia (PA) and beyond through in-person and video conferencing.
Jeffrey Kastner
CIMA®, CTFA, CIS™, MBA, DBA
Roan Capital Partners
Johnson City, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Family Wealth Management, Trust and Estate Planning Services, Family Office Services, Business Financial Planning
Fee-Only financial planner located in Johnson City, TN, serving clients locally and across the country
Kevin Lao
CFP®, RICP®
Imagine Financial Security
Chattanooga, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
We serve folks over 50 who have saved at least $1mm+ for retirement and want to maximize retirement spending, minimize their lifetime tax bill, and worry less about the financial markets.
Betsy Hutchins
CFP®, CRPC™, MHA
Forward Financial Planning
Bartlett, TN
Specialties: Getting Organized!, Goal Setting and Attainment, Spending Assessment, Investment Management, Tax Planning, Insurance Assessment, Retirement Income Planning, College Education Planning, Estate Planning
Helping women in the healthcare industry plan a better, more secure future through financial planning. Together we move forward!
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
Max Seckman
EP Wealth Advisors
Nashville, TN
Specialties: Financial Planning, Retirement Planning, Tax Planning, Estate Planning, Divorce Financial Planning, Investment Management, Charitable Giving, Business Planning
Fee-Only & Fiduciary | Best for those with $1M+ in Investable Assets
Refine Your Search
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)
