What do financial advisors do? A financial advisor can organize and simplify the complexities of your financial life through comprehensive financial planning, retirement planning, investment management and other services tailored to your needs. Working with a financial planner can help you make better financial decisions based on a professionally prepared plan and reduce the stress of life's transitions. Take the next step and find a financial advisor in the Tennessee area. Review the verified advisors below. Visit their websites. Contact them directly. Ask lots of questions. FeeOnlyNetwork.com will never collect your information to sell like advisor "matching services".
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Every Tennessee Financial Advisor on FeeOnlyNetwork.com is Verified to be Fee-Only, Fiduciary, and Independent
Jessica Blake
S.E.E.D. Planning Group
Knoxville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.
Doty Yates
CPA, CFP®
Eaglestrong Financial
Memphis, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Fee-Only financial planner located in Memphis, TN, serving clients locally and across the country
Robert DeLucas
CFP®, ChFC®, RICP®, MBA
Afton Advisors
Brentwood, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning, Investment Management, College Education Planning
We work with business professionals, executives, and medical professionals virtually, throughout the country, and in our local Nashville, Brentwood, and Middle Tennessee markets
Adeeb Chowdhury
S.E.E.D. Planning Group
Knoxville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Socially Responsible Investing, Estate and Complex Family Planning, College Funding Planning
Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.
Lois Carrier
CFP®, AIF®
WorthWhile Wealth Council
Johnson City, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only, Certified Financial Planner™ professional. Serving clients nationwide virtually from East to West and locally with offices in Johnson City, TN and Sedona, Arizona.
Tripp Yates
CPA/PFS, CFP®
Eaglestrong Financial
Memphis, TN
Specialties: Comprehensive Financial Planning, Retirement Planning, Investment Management, College Education Planning, Tax Planning
Eaglestrong Financial is an independent, fee-only fiduciary financial planning firm based in Memphis, TN. We help our clients organize their finances, reduce taxes, and invest wisely.
Dan Kain
S.E.E.D. Planning Group
Knoxville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.
David Wattenbarger
CFP®, CAP®, CDFA®
DRW Financial
Chattanooga, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Chattanooga, TN, serving clients locally and across the country
Kevin McCarter
S.E.E.D. Planning Group
Knoxville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.
Stephanie Sammons
CERTIFIED FINANCIAL PLANNER™
Sammons Wealth Management
Nashville, TN
Specialties: Retirement Planning, Portfolio Management, Tax Planning, Retirement Income Planning, Restricted Stock and Stock Option Compensation
Peace of mind retirement planning and wealth management for 50+ LGBTQ individuals and couples.
Fred Costantino
CFP®, AIF®, CPM®, CRPC®
S.E.E.D. Planning Group
Knoxville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.
Nathan Miller
S.E.E.D. Planning Group
Knoxville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Socially Responsible Investing, Estate and Complex Family Planning, College Funding Planning
Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.
James "Blake" Bowman
CFP®
Wave Wealth Planning, LLC
Nashville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Financial Independence/Retire Early (FIRE), Focused Value Investing
Wave Wealth Planning, LLC is a financial planning and investment management firm based in Nashville, TN, and serving clients throughout the US. | Helping you live your version of the good life.
Kevin Lao
CFP®, RICP®
Imagine Financial Security
Chattanooga, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning
We serve folks over 50 who have saved at least $1mm+ for retirement and want to maximize retirement spending, minimize their lifetime tax bill, and worry less about the financial markets.
Timothy Kirch
CFP®
Nashville Financial Planning, LLC
Franklin, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Analysis, College Education Planning, Estate Planning, Risk Management, Tax Planning Strategies, Cash Flow and Debt Management, Employee Benefit Optimization, Business Planning, FIRE (Financial Independence/Retire Early)
Fee-Only financial planner located in Franklin, TN, serving clients locally and across the country
Shaun Melby
CFP®
Melby Wealth Management, LLC
Nashville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning, Business Coaching
Fee-Only financial planner located in Nashville, TN, serving clients locally and across the country virtually
Betsy Hutchins
CFP®, CRPC®, MHA
Forward Financial Planning
Bartlett, TN
Specialties: Getting Organized!, Goal Setting and Attainment, Spending Assessment, Investment Management, Tax Planning, Insurance Assessment, Retirement Income Planning, College Education Planning, Estate Planning
Independent, fee-only financial advisor serving female healthcare professionals and their families in the Memphis, TN area and across the country.
Justin Porter
CFP®, CPA, PFS, JD
Porter Wealth Management, LLC
Chattanooga, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Estate Planning, Charitable Planning
Specialized in retirement distribution planning, tax minimization, and estate planning strategies to maximize the wealth you have worked so hard to create
Christopher Peterson
CFP®
Peterson Wealth Advisory
Crossville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Crossville, TN, serving clients locally and across the country
Jennifer B. Harper
MBA, CFP®
Bridge Financial Planning, LLC
Chattanooga, TN
Specialties: Business Owners, Comprehensive Financial Planning, Retirement Income Planning, Investment Management
Financial Planning & Investing for Today's Professionals
Sam H. Fawaz
CFP®, CPA, PFS, MST
Y.D. Financial Services, Inc.
Franklin, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Fee-Only financial planner located in Canton, MI and Brentwood, TN serving clients locally and across the country
Craig Stapleton
CFA, CFP®, FRM
Stapleton Asset Management
Franklin, TN
Specialties: Comprehensive Financial Planning, Investment Management, Consulting and Advisory, Retirement Income Planning, College Education Planning, Tax Planning, Insurance, Estate Planning
Fee-Only financial planner located in Franklin, TN, serving clients locally and across the country
Jamie Shelton
S.E.E.D. Planning Group
Knoxville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.
Anna Sergunina
CFP®
MainStreet Financial Planning
Murfreesboro, TN
Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning
We Help Busy Families Make Smart Financial Decisions. Comprehensive Financial Planning, Income Tax Planning & Preparation, and Estate Plan Creation All Under One Roof. Offices nation wide and remote services.
Derek Kennedy
CFP®
Kennedy Wealth Management, LLC
Knoxville, TN
Specialties: Wealth Management Services, Tax Planning, Retirement Income Planning, Asset Protection Planning, Investment Management
Fee-Only financial planner located in Knoxville, TN, serving clients locally and across the country
David Hodges
CFP®
Integra Wealth, LLC
Chattanooga, TN
Specialties: Investment Management, Retirement Income Planning, Tax Planning, Broad Scope Financial Planning, College Education Planning
Fee-Only Financial Planning and Investment Advice services for business owners and individuals.
Travis Maus
AIFA®
S.E.E.D. Planning Group
Knoxville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, Socially Responsible Investing , Estate and Complex Family Planning
Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.
David L. Maurice
CFP®
WorthWhile Wealth Council
Johnson City, TN
Specialties: Comprehensive Financial Planning, Retirement Planning and Income Distribution Management, Tax Intelligent Investment Management, College Education Planning, Generational Wealth Planning, Philanthropy
Fee-Only, Certified Financial Planner™ professional. Serving clients nationwide virtually from East to West and locally with offices in Johnson City, TN and Sedona, Arizona.
Jonathan McAlister
CFP®
Kimery Wealth Management
Memphis, TN
Specialties: Retirement Income Planning, Investment Management, Comprehensive Financial Planning, College Education Planning, Tax Planning
Fiduciary financial planner serving clients locally and across the US
Mel Bond
CFA®, CFP®, CKA®
Oasis Wealth Planning Advisors
Nashville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, Tax Planning, College Education Planning
Mel Bond is a Fee-Only, tax focused, holistic financial planner serving as part of a team for clients in Middle Tennessee, Metro Atlanta, GA, Florida, Alabama and beyond with in-person or virtual meetings.
Kyle Attarian
MBA, CFA®, CFP®, AIF®
Plancorp
Nashville, TN
Specialties: Comprehensive Financial Planning, Corporate Retirement Plans, Investment Management, College Education Planning, Business Succession Planning, Institutional Asset Management, Multi-Generational Wealth Management
Fiduciary, fee-only financial planner located in Nashville, TN, serving clients locally and across the country
Katherine Edwards
CFP®
MainStreet Financial Planning
Murfreesboro, TN
Specialties: Financial Planning, Retirement Planning, Business Planning, Estate Services, Education Planning
Fee-Only financial planner located in Murfreesboro, TN, serving clients locally and across the country
Roland McIntyre
CFP®, ChFC®, MBA
Mountaintop Wealth
Chattanooga, TN
Specialties: Comprehensive Financial Planning, Wealth Management, Retirement Income Planning, Investment Management, Business Planning, College Education Planning, Tax Planning
Fee-Only financial planner located in Chattanooga, TN, serving clients locally and across the country
Hannah Burchell
S.E.E.D. Planning Group
Knoxville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.
Jeff Chase
S.E.E.D. Planning Group
Knoxville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Financial Planning by Fiduciaries. We put your best interests first. In-person & Virtual Meeting Opportunities. Flexible fee models.
Steve Martin
CFP®, CPA, JD
Oasis Wealth Planning Advisors
Nashville, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Tax Planning and Preparation, Investment Management, Business Succession Planning, Executive Compensation, Social Security and Pension Analysis
Fee-Only, Tax Focused Financial Planners serving as part of an experienced team for clients in Middle Tennessee, Metro Atlanta, Tampa, Florida (and beyond), Huntsville (Alabama), Indianapolis and beyond through in-person and video conferencing.
Carl von dem Bussche, Sr.
CFP®, AIF®
Financial Guidance Group, Inc
Franklin, TN
Specialties: Comprehensive Financial Planning, Retirement Income Planning, Investment Management, College Education Planning, Tax Planning
Carl von dem Bussche, Sr. of Financial Guidance Group, Inc. is a Tampa Bay, FL & Franklin, TN (Nashville) financial advisor that specializes in financial planning & wealth management. His sons, Christoph and Carl Jr, are also advisors with the firm.
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Fee-Only Financial Advisors never earn commission or sell investment products.
Fee-Only:
Compensated only by the client without earning commission of any kind for product sales or referrals.Fiduciary:
Legally sworn and obligated to always place the interest of the client ahead of their own.Independent:
Not affiliated with any brokerage firm, bank, or insurance company.
Financial Advisor Checklist from the National Association of Personal Financial Planners (NAPFA)
