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Advisers in Chattanooga, TN

28 advisers in Chattanooga — 28 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (21)Hourly fees (18)Flat / fixed fees (20)Retirement plan consulting (12)

All advisers

Acumen Wealth Advisors, LLC250 Forest Avenue · Chattanooga, TN 37405 · (423) 825-4796 · Financial planningCRD 282565 · % of assets, Hourly charges, Fixed fees · $638.5 million AUMSEC registeredNo commissions reportedAm Investment Strategies, LLC832 Georgia Avenue, Suite 100 · Chattanooga, TN 37402 · (423) 486-1888 · Financial planningCRD 165823 · % of assets, Fixed fees · $738.4 million AUMSEC registeredNo commissions reportedApex Strategic Wealth, LLC3800 St. Elmo Ave., Suite 129 · Chattanooga, TN 37409 · (423) 602-5390 · Financial planningCRD 308569 · % of assets, Hourly charges, Fixed fees · $292.1 million AUMSEC registeredNo commissions reportedBarnett & CO INC1300 Broad Street, Suite 303 · Chattanooga, TN 37402 · (423) 756-0125 · Financial planningCRD 105867 · % of assets, Hourly charges, Fixed fees · $142.0 million AUMSEC registeredNo commissions reportedBigham Wealth Advisory LLC106 Pine Cone Ln · Chattanooga, TN 37415 · (423) 541-3587 · Financial planningCRD 310958 · % of assets, Hourly charges, Fixed fees · $13.7 million AUMState registeredNo commissions reportedBrooks, Moore & Associates, INC.3905 Saint Elmo Avenue · Chattanooga, TN 37409 · (423) 756-8628 · Flat / fixed feesCRD 105716 · % of assets, Fixed fees · $348.9 million AUMSEC registeredNo commissions reportedCampbell Asset Management, LLC301 Forest Avenue · Chattanooga, TN 37405 · (423) 265-7931 · Financial planningCRD 125052 · % of assets, Hourly charges, Fixed fees · $146.0 million AUMSEC registeredNo commissions reportedEvergreen Advisors, LLC1206 Pointe Centre Drive, Suite 160 · Chattanooga, TN 37421 · (423) 933-1814 · Financial planningCRD 149861 · % of assets, Hourly charges, Fixed fees · $522.8 million AUMSEC registeredNo commissions reportedFuerst Financial Group, INC.6005 Century Oaks Drive, Suite 700 · Chattanooga, TN 37416 · (423) 899-8555 · Financial planningCRD 149172 · % of assets, Hourly charges, Fixed fees · $100.9 million AUMSEC registeredNo commissions reportedFuture Capital1110 Market Street, Suite 402 · Chattanooga, TN 37402 · (888) 871-5711 · % of assets managedCRD 119081 · % of assets · $2.4 billion AUMSEC registeredNo commissions reported
Garth & Brown Investment Management, LLC819 Broad Street · Chattanooga, TN 37402 · (423) 267-3776 · % of assets managedCRD 151128 · % of assets · $15.3 million AUMState registeredNo commissions reportedGlean Financial, INC.1301 Riverfront Pkwy,, Suite 103 · Chattanooga, TN 37402 · (423) 708-4611 · Financial planningCRD 328986 · % of assets, Hourly charges, Other · $20.4 million AUMState registeredNo commissions reportedGuardian Wealth Management, LLC736 Market Street, Suite 1320 · Chattanooga, TN 37402 · (423) 510-0409 · Financial planningCRD 118668 · % of assets, Hourly charges, Fixed fees · $411.1 million AUMSEC registeredNo commissions reportedHhm Wealth Advisors, LLC1181 King Street · Chattanooga, TN 37403 · (423) 826-1670 · Financial planningCRD 150843 · % of assets, Hourly charges, Fixed fees · $1.5 billion AUMSEC registeredNo commissions reportedImagine Financial Security LLC1100 Market Street, Suite 600 · Chattanooga, TN 37402 · (904) 323-2069 · Financial planningCRD 311694 · % of assets, Hourly charges, Fixed fees · $56.4 million AUMState registeredNo commissions reportedIntegra Wealth101 W. 21st Street · Chattanooga, TN 37408 · (423) 664-0344 · Financial planningCRD 149999 · % of assets, Hourly charges, Fixed fees · $116.5 million AUMSEC registeredNo commissions reportedKoplan & Associates7522 East Brainerd Road · Chattanooga, TN 37421 · (423) 892-4693 · % of assets managedCRD 143042 · % of assets · $3.6 million AUMState registeredNo commissions reportedLattice Wealth Advisors4610 Brainerd Rd, Unit 6 · Chattanooga, TN 37411 · (423) 225-2450 · Financial planningCRD 301132 · % of assets, Hourly charges, Fixed fees · $47.6 million AUMState registeredNo commissions reportedPantheon Investments735 Broad Street, Suite 709-6 · Chattanooga, TN 37402 · (423) 498-6310 · % of assets managedCRD 108411 · % of assets, Other · $3.0 million AUMState registeredNo commissions reportedPatten and Patten, INC.555 Walnut Street, Suite 280 · Chattanooga, TN 37402 · (423) 756-3480 · Flat / fixed feesCRD 105414 · % of assets, Fixed fees · $2.2 billion AUMSEC registeredNo commissions reportedPatton Albertson Miller Group, LLC605 Chestnut Street, Suite 900 · Chattanooga, TN 37450 · (423) 414-2100 · Financial planningCRD 281558 · % of assets, Hourly charges, Fixed fees · $1.7 billion AUMSEC registeredNo commissions reportedRich Dewitt Wealth Management LLC5959 Shallowford Rd, Suite 105 · Chattanooga, TN 37421 · (423) 954-7273 · Financial planningCRD 327682 · % of assets, Hourly charges, Fixed fees · $51.5 million AUMState registeredNo commissions reportedRooks Wealth Advisors, LLC412 Georgia Avenue, Suite, 236 · Chattanooga, TN 37403 · (423) 690-8090 · Financial planningCRD 316013 · % of assets, Hourly charges, Fixed fees · $69.0 million AUMState registeredNo commissions reportedSouthbridge Capital Partners LLC407 E. 5th St, Suite B · Chattanooga, TN 37403 · (423) 413-2934 · % of assets managedCRD 331473 · % of assets · $8.2 million AUMState registeredNo commissions reportedStone Bridge Asset Management, LLC240 Forest Avenue, Suite 101 · Chattanooga, TN 37405 · (423) 605-4645 · Financial planningCRD 159334 · % of assets, Fixed fees · $84.1 million AUMState registeredNo commissions reportedTarragon Capital, LLC345 Frazier Avenue, Suite 210 · Chattanooga, TN 37405 · (423) 400-8072 · Financial planningCRD 161152 · % of assets, Hourly charges · $15.3 million AUMState registeredNo commissions reportedThe Patten Group, INC.832 Georgia Avenue, Suite 360 · Chattanooga, TN 37402 · (423) 531-0360 · Financial planningCRD 168255 · % of assets, Hourly charges, Fixed fees · $725.1 million AUMSEC registeredNo commissions reportedWealth Preservation Advisors, LLC715 Market Street, Suite 307 · Chattanooga, TN 37402 · (423) 486-9400 · Financial planningCRD 167518 · % of assets · $591.6 million AUMSEC registeredNo commissions reported
Talking to advisers in Chattanooga? Ask each for its Form CRS and Form ADV Part 2A brochure, ask “Are you a fiduciary at all times for my accounts?”, and get every fee in writing. See questions to ask.

Listed from SEC Investment Adviser Public Disclosure — compilation reports, SEC IAPD firm summaries. Order: alphabetical — we do not rank advisers — never paid. Is something wrong? Tell us.