Find The Best Financial Advisors in Chattanooga, Tennessee

Q: Why should I hire a financial advisor to manage my money?

The core objective of a financial advisor is to get your finances on the right track & help you strategize your spendings, investments & savings to mitigate the future financial risks. A financial advisor creates a plan for you based on your short term & long term financial goals keeping the market situations into consideration and provides you a roadmap to attain those goals.

Q: How can I pick a good financial advisor?

A good financial advisor is the one who has a sound knowledge of managing finances, the experience of working with market ups & downs & most importantly - understands your financial goals & needs well. To find a 'good' financial advisor, you need to get your financial goals defined & choose the best fiduciary financial advisor that puts your best interest on priority. Choose the best financial advisor for you with our financial advisor's directory.

Q: What's the difference between a financial planner and a financial advisor?

A financial Advisor provides a vast spectrum of advisory investment management, debt repayment, tax planning, estate planning, retirement planning, insurance depending on your need, whereas a financial planner helps you create a financial plan to help you meet your goals. While the work of a financial planner & a financial overlap at a certain point, there is a fine line of difference based on cost, goals & way of working between the two.

Q: How much money should you have before getting a financial advisor?

The cost of a financial advisor depends upon factors like experience, certifications & the type of financial advisor. Cost varies as per the type of financial advisor you choose as no one-size-fits-all compensation option for advisors. The most common ways a financial advisor is compensated are fee-only, hourly rates, commission-based, fixed flat rates & percentage of the account. You need to talk to your advisor about the cost involved before hiring the one.

Q: What type of financial advisor do I need?

Given a wide variety of financial advisors, if you are unable to analyze the type of financial advisor you need, you should consult an advisor who can look at the complete picture. In general terms, the CFP or ChFC certified financial advisor is a preferred choice as in order to achieve the certification one needs a good amount of hands-on experience.

Chattanooga, Tennessee, is often noted as one of the best cities to offer a big-city feel with the advantage of small-town living. A city filled with a rich southern history, Chattanooga has a cost of living of 3% lower than the national average, making it a city that residents should take advantage of financially. Why not create a solid financial plan and secure your financial future with all the added benefits of living in a low cost city? If you’re looking to work with a financial advisor who can guide you through the process of investing and retirement planning, look no further than FinancialAdvisor.net. There are over 1,000 financial advisors to choose from in the Chattanooga area, and helping you find the best advisor that meets your specific needs is our mission.

How To Find The Best Financial Advisors in Chattanooga, Tennessee
Last Updated - 13-Jun-2023

If you’re looking for qualified financial advisors in Chattanooga, Tennessee, FinancialAdvisor.net is a useful resource. We've compiled a list of the 0 vetted financial advisors and 18 non-vetted financial advisors in Chattanooga, Tennessee, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Chattanooga, Tennessee have an average of 0 years of experience.

If you need more personalized assistance, you may also use our free financial advisor match service to find, compare and connect with 2 to 3 financial advisors matched to your specific needs, who serve in your area.

List of Qualified Financial Advisors in Chattanooga, Tennessee

Top Financial Advisor Firms in Chattanooga, Tennessee (Ranked by AUM)

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
POINTER MANAGEMENT, LLC 832 Georgia Avenue, Suite 1100 Chattanooga, TN, 37402	156810	$3,036,041,800	6	A percentage of AUM, Performance Based
PATTEN AND PATTEN, INC. 555 Walnut Street, Suite 280 Chattanooga, TN, 37402	105414	$1,933,601,275	2086	A percentage of AUM, Fixed fees
PATTON ALBERTSON MILLER GROUP, LLC 605 Chestnut Street, Suite 900 Chattanooga, TN, 37450	281558	$1,330,802,460	1545	A percentage of AUM, Hourly charges, Fixed fees
HHM WEALTH ADVISORS, LLC 1181 King Street, Chattanooga, TN, 37403	150843	$1,067,726,190	2899	A percentage of AUM, Hourly charges, Fixed fees
FUTURE CAPITAL 1110 Market Street, Suite 402 Chattanooga, TN, 37402	119081	$962,529,153	12768	A percentage of AUM, Fixed fees
RIVER ASSOCIATES INVESTMENTS (TN), LLC 633 Chestnut Street, Suite 1640 Chattanooga, TN, 37450-1600	158034	$775,451,000	4	Performance Based, Other (PERCENTAGE OF COMMITTED CAPITAL AND/OR INVESTED CAPITAL)
AM INVESTMENT STRATEGIES, LLC 832 Georgia Avenue, Suite 100 Chattanooga, TN, 37402	165823	$709,903,352	1357	A percentage of AUM, Fixed fees
THE PATTEN GROUP, INC. 832 Georgia Avenue, Suite 360 Chattanooga, TN, 37402	168255	$531,271,525	1267	A percentage of AUM, Hourly charges, Fixed fees
WEALTH PRESERVATION ADVISORS, LLC 715 Market Street, Suite 307 Chattanooga, TN, 37402	167518	$479,695,015	1009	A percentage of AUM
TSW II CAPITAL ADVISORS, LLC 736 Market Street, Suite 1400 Chattanooga, TN, 37402	157380	$446,500,000	8	A percentage of AUM, Performance Based
ACUMEN WEALTH ADVISORS, LLC 250 Forest Avenue, Chattanooga, TN, 37405	282565	$427,313,547	247	A percentage of AUM, Hourly charges, Fixed fees
EVERGREEN ADVISORS, LLC 1206 Pointe Centre Drive, Suite 160 Chattanooga, TN, 37421	149861	$397,341,149	1360	A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF PLAN ASSETS)
GUARDIAN WEALTH MANAGEMENT, LLC 6151 Shallowford Road, Suite 102 Chattanooga, TN, 37421-7803	118668	$343,098,000	1152	A percentage of AUM, Hourly charges, Fixed fees
BROOKS, MOORE & ASSOCIATES, INC. 3905 Saint Elmo Avenue, Chattanooga, TN, 37409-1239	105716	$285,520,661	319	A percentage of AUM, Fixed fees
APEX STRATEGIC WEALTH, LLC 3800 St. Elmo Ave., Suite 305 Chattanooga, TN, 37409	308569	$227,271,694	1331	A percentage of AUM, Hourly charges, Fixed fees

Select other cities around Chattanooga, Tennessee to broaden your search for a financial advisor

Frequently Asked Questions

Find an Advisor
It's Fast, Free & Easy

Your Information is Safe and Secure

Since 1998

FIND AND COMPARE
TOP FINACIAL
ADVISORS MATCHED
TO YOUR NEEDS

A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR

Get Matched With Advisors

FinancialAdvisor.net is a wholly-owned brand of the Respond.com Inc. ("Respond") family. Respond is registered with the U.S. Securities and Exchange Commission as an investment adviser, and operates through various subsidiaries and brands that provide financial education. FinancialAdvisor.net matches and refers investors to qualified financial professionals that have elected to participate in our matching platform. FinancialAdvisor.net, Respond, and Respond's other subsidiaries and brands do not manage investor assets or otherwise render investment or financial planning advice beyond the referral of investors to qualified financial professionals. By using this website, you agree to our terms and conditions.