Fee-OnlyFinder

Advisers in Knoxville, TN

44 advisers in Knoxville — 44 registered with SEC or state. Alphabetical. We do not rate or rank advisers.

Financial planning (34)Hourly fees (30)Flat / fixed fees (25)Retirement plan consulting (17)

All advisers

Alexander Advisory Services, LLC810 Clinch Ave, 7th Floor · Knoxville, TN 37902 · (540) 381-4033 · % of assets managedCRD 304392 · % of assets · $10.3 million AUMState registeredNo commissions reportedAlliance Wealth Management Partners LLC1111 N. Northshore Drive, Ste P-270 · Knoxville, TN 37919 · (865) 862-5956 · Financial planningCRD 313195 · % of assets, Hourly charges, Fixed fees · $272.4 million AUMSEC registeredNo commissions reportedAspire Private Wealth Counsel, LLC8351 E. Walker Springs Ln, Suite 400 · Knoxville, TN 37923 · (865) 500-8965 · Financial planningCRD 282582 · % of assets, Hourly charges, Fixed fees · $79.0 million AUMState registeredNo commissions reportedBlue Ridge Wealth Planners9725 Cogdill Road, Suite 101 · Knoxville, TN 37932 · (865) 392-4260 · Financial planningCRD 285347 · % of assets, Other · $361.7 million AUMSEC registeredNo commissions reportedBrogan Financial2160 Lakeside Centre Way, Suite 102 · Knoxville, TN 37922 · (865) 862-6800 · Hourly feesCRD 133623 · % of assets, Hourly charges, Fixed fees · $577.0 million AUMSEC registeredNo commissions reportedCogentblue4533 Papermill Drive, Suite 105 · Knoxville, TN 37909 · (865) 309-5892 · Financial planningCRD 312899 · % of assets, Hourly charges, Fixed fees · $606.0 million AUMSEC registeredNo commissions reportedCosey Financial Services, INC.118 Huxley Rd, Suite 5 · Knoxville, TN 37922 · (865) 470-4244 · Financial planningCRD 140175 · % of assets, Hourly charges, Fixed fees · $123.7 million AUMSEC registeredNo commissions reportedCouncilmark Asset Management, LLC2607 Kingston Pike, Tyson Place, Suite 180 · Knoxville, TN 37919 · (865) 330-2525 · Flat / fixed feesCRD 111748 · % of assets, Fixed fees · $270.8 million AUMSEC registeredNo commissions reportedCreekside Capital, INC.8901 Sony Lane · Knoxville, TN 37923 · (865) 693-5300 · Hourly feesCRD 108972 · % of assets, Hourly charges, Fixed fees · $279.7 million AUMSEC registeredNo commissions reportedCw Securities, LLC8870 Cedar Spring Lane, Suite 208 · Knoxville, TN 37923 · (865) 690-9886 · Financial planningCRD 124496 · % of assets, Hourly charges, Fixed fees · $113.5 million AUMSEC registeredNo commissions reported
Ebbert Asset Management, LP9815 Cogdill Rd, Suite 1 · Knoxville, TN 37932 · (865) 584-3200 · Hourly feesCRD 124087 · % of assets, Hourly charges, Fixed fees · $1.3 million AUMState registeredNo commissions reportedGulfstream Capital5731 Lyons View Pike, Suite 214 · Knoxville, TN 37919 · (865) 888-6737 · Financial planningCRD 165832 · % of assets, Hourly charges, Fixed fees · $83.8 million AUMState registeredNo commissions reportedHillvale Wealth Management, LLC308 Montvue Road · Knoxville, TN 37919 · (865) 567-3888 · Financial planningCRD 332049 · % of assets · $36.0 million AUMState registeredNo commissions reportedInsight Strategic Wealth LLC10107 Sherrill Blvd · Knoxville, TN 37932 · (866) 467-9756 · Financial planningCRD 147290 · % of assets, Hourly charges · $401.0 million AUMSEC registeredNo commissions reportedKennedy Wealth Management200 Prosperity Drive · Knoxville, TN 37923 · (865) 291-0648 · Financial planningCRD 117558 · % of assets, Hourly charges, Fixed fees · $24.1 million AUMState registeredNo commissions reportedKinetic Wealth10805 Kingston Pike, Suite 130 · Knoxville, TN 37934 · (865) 288-8904 · Financial planningCRD 336229 · % of assets, Hourly charges · $18.9 million AUMState registeredNo commissions reportedKnox Wealth Partners Advisory10710 Murdock Drive, Suite 101 · Knoxville, TN 37932 · (865) 291-2422 · Financial planningCRD 288580 · % of assets, Hourly charges, Fixed fees · $272.9 million AUMSEC registeredNo commissions reportedLeading Edge Financial Planning LLC6921 Office Park Circle · Knoxville, TN 37909 · (865) 240-2292 · Financial planningCRD 277149 · % of assets · $521.8 million AUMSEC registeredNo commissions reportedLongest & Young, LLC117 Center Park Dr. Suite 201 · Knoxville, TN 37922 · (865) 240-3259 · Financial planningCRD 166016 · % of assets, Hourly charges · $18.8 million AUMState registeredNo commissions reportedMarsh Wealth Management, LLC504 Ebenezer Road · Knoxville, TN 37923 · (865) 622-2162 · Financial planningCRD 282111 · % of assets, Fixed fees · $182.3 million AUMSEC registeredNo commissions reportedMartin & Company Investment CounselTwo Centre Square, Suite 200, 625 South Gay St · Knoxville, TN 37902 · (865) 541-4747 · % of assets managedCRD 108718 · % of assets · $1.7 billion AUMSEC registeredNo commissions reportedMiser Asset Management12802 Kingston Pike, Suite 102 · Knoxville, TN 37934 · (865) 281-1616 · Financial planningCRD 318164 · % of assets · $55.7 million AUMState registeredNo commissions reportedMoon Capital Management, LLC900 South Gay Street, Suite 2103 · Knoxville, TN 37902 · (865) 546-1234 · Financial planningCRD 107612 · % of assets, Fixed fees · $391.5 million AUMSEC registeredNo commissions reportedNbz Investment Advisors, LLC6322 Deane Hill Drive · Knoxville, TN 37919 · (865) 584-1184 · Financial planningCRD 123902 · % of assets, Hourly charges, Fixed fees · $431.2 million AUMSEC registeredNo commissions reportedNomad Financial800 South Gay Street, Suite 700 · Knoxville, TN 37929 · (865) 293-8255 · Financial planningCRD 322552 · % of assets, Hourly charges, Fixed fees · $3.9 million AUMState registeredNo commissions reportedOppna Wealth LLC116 Agnes Rd. Suite 200 · Knoxville, TN 37919 · (865) 214-6577 · Financial planningCRD 336397 · % of assets · $20.5 million AUMState registeredNo commissions reportedPatriot Investment Management Group INC9721 Cogdill Road, Suite 101 · Knoxville, TN 37932 · (865) 777-2479 · Financial planningCRD 112155 · % of assets, Hourly charges, Fixed fees · $1.9 billion AUMSEC registeredNo commissions reportedProffitt & Goodson INC.4800 Old Kingston Pike, Ste 200 · Knoxville, TN 37919 · (865) 584-1850 · Financial planningCRD 105278 · % of assets, Hourly charges, Other · $797.7 million AUMSEC registeredNo commissions reportedProvidence Wealth Management LLC2030 Falling Waters Road, Suite 175 · Knoxville, TN 37922 · (865) 691-6699 · Financial planningCRD 144902 · % of assets, Hourly charges, Fixed fees · $151.8 million AUMSEC registeredNo commissions reportedPugh Wealth Management, LLC315 N. Cedar Bluff, Suite 200 · Knoxville, TN 37923 · (865) 251-0920 · Financial planningCRD 306754 · % of assets, Hourly charges, Fixed fees · $43.7 million AUMState registeredNo commissions reportedPya Waltman Capital, LLC1402 Ebenezer Road · Knoxville, TN 37922 · (865) 693-6301 · Financial planningCRD 137283 · % of assets, Hourly charges, Fixed fees · $1.0 billion AUMSEC registeredNo commissions reportedRetirement Planning Services4533 Papermill Dr, Suite 101 · Knoxville, TN 37909 · (865) 220-9311 · Financial planningCRD 289847 · % of assets, Hourly charges, Fixed fees · $246.0 million AUMSEC registeredNo commissions reportedRidgepath Capital Management LLC9202 S. Northshore, Suite 301 · Knoxville, TN 37922 · (865) 240-4984 · Hourly feesCRD 283343 · % of assets, Hourly charges, Other · $358.9 million AUMSEC registeredNo commissions reportedShell Capital Management, LLC200 Prosperity Rd · Knoxville, TN 37923 · (865) 539-9070 · % of assets managedCRD 136509 · % of assets · $23.1 million AUMState registeredNo commissions reportedShepherd's Financial LLC4533 Papermill Drive, Suite 107 · Knoxville, TN 37909 · (865) 405-0751 · Financial planningCRD 335206 · % of assets, Hourly charges · $8.3 million AUMState registeredNo commissions reportedStivers Wealth Management135 Fox Road, Suite H · Knoxville, TN 37922 · (865) 288-7685 · % of assets managedCRD 336300 · % of assets · $27.6 million AUMState registeredNo commissions reportedStrategic Wealth Investments, LLC338 Ebenzer Road · Knoxville, TN 37923 · (865) 770-4151 · Financial planningCRD 299392 · % of assets, Hourly charges · $7.2 million AUMState registeredNo commissions reportedThe Mentzer Group, LLC7632 Gleason Drive · Knoxville, TN 37919 · (865) 240-2940 · Financial planningCRD 147644 · % of assets, Hourly charges, Other · $23.6 million AUMState registeredNo commissions reportedThe Nalls Sherbakoff Group, LLC9724 Kingston Pike, Suite 505 · Knoxville, TN 37922 · (865) 691-0898 · Financial planningCRD 168239 · % of assets, Hourly charges, Fixed fees · $337.1 million AUMSEC registeredNo commissions reportedTrendz Advisors5908 Toole Drive Suite a · Knoxville, TN 37919 · (865) 583-7390 · % of assets managedCRD 139528 · % of assets · $38.7 million AUMState registeredNo commissions reportedTvamp, LLC6025 Brookvale Lane, Suite 160 · Knoxville, TN 37919 · (865) 226-9982 · Financial planningCRD 160321 · % of assets, Hourly charges, Fixed fees · $1.2 billion AUMSEC registeredNo commissions reportedValor Financial Services, LLC10820 Murdock Drive, Suite 102 · Knoxville, TN 37932 · (865) 675-1200 · Financial planningCRD 309377 · % of assets · $273.3 million AUMSEC registeredNo commissions reportedVisionary Horizons, LLC620 Mabry Hood Rd, Suite 301 · Knoxville, TN 37932 · (865) 675-8496 · Financial planningCRD 150483 · % of assets, Hourly charges, Fixed fees · $396.7 million AUMSEC registeredNo commissions reportedWmg Financial Advisors, LLC620 Mabry Hood Road, Suite 101 · Knoxville, TN 37932 · (865) 290-4000 · Financial planningCRD 285824 · % of assets, Hourly charges, Fixed fees · $693.8 million AUMSEC registeredNo commissions reported
Talking to advisers in Knoxville? 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.