Fee-OnlyFinder

Flat / fixed fees in Knoxville, TN

25 advisers in Knoxville offering flat / fixed fees. Firms that report fixed or subscription fees (Item 5.E(3)–(4)), such as a flat annual retainer or a one-time plan.

All 25

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 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 reportedEbbert 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 reported
Kennedy 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 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 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 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 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 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 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 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