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Financial planning in Knoxville, TN

34 advisers in Knoxville offering financial planning. Firms that report providing financial planning services (Form ADV Item 5.G(1)).

All 34

Alliance 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 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 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 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 reported
Kinetic 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 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 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 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 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