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Retirement plan consulting in Knoxville, TN

17 advisers in Knoxville offering retirement plan consulting. Firms that report pension consulting services (Item 5.G(6)), often for small-business 401(k) plans.

All 17

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 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 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 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 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 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 reported
Proffitt & 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 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 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