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.

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.

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.

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.

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.

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Find The Best Financial Advisors in Knoxville, Tennessee

Financial decisions are often complicated. Decisions like saving for the future, preparing for retirement, protecting your assets, planning to acquire an estate are all complex enough to make your head spin. A trusted financial advisor can help you to sail you through your journey!

We understand your financial needs are not always the same! Choosing the right financial advisor in Knoxville is a tedious task to do. FinancialAdvisor.net give you extensive options to compare best advisors in Knoxville & pick the one as per your needs

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

If you’re looking for qualified financial advisors in Knoxville, Tennessee, FinancialAdvisor.net is a useful resource. We've compiled a list of the 3 vetted financial advisors and 29 non-vetted financial advisors in Knoxville, Tennessee, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Knoxville, Tennessee have an average of 12 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 Knoxville, Tennessee

Edelman Financial Engines, LLC

877-208-7414

Address

1111 North Northshore Drive,
Suite S-200,
Knoxville, TN 37919 See Details

Travis Cullman

SageSpring Wealth Partners

865-686-5202

Address

136 Concord Rd,
Knoxville, TN 37934 See Details

Russ Kefauver

Kefauver Financial Planning & Wealth Management

865-268-9585

Address

1020 William Blount Dr.,
Maryville, TN 37801 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
GSV EQUITY HOLDINGS, LLC 2035 Lakeside Centre Way, Suite 200, Knoxville, TN, 37922	322865	$5,914,756,890	15	Other (CARRIED INTEREST)
PATRIOT INVESTMENT MANAGEMENT GROUP INC 9721 Cogdill Road, Suite 101 Knoxville, TN, 37932	112155	$1,686,856,719	4182	A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES (SOLICITOR FOR OTHER INVESTMENT ADVISER))
RATHER & KITTRELL, INC. 11905 Kingston Pike, Knoxville, TN, 37934	114885	$1,491,125,911	2905	A percentage of AUM, Hourly charges, Fixed fees, Commission Based
MARTIN & COMPANY INVESTMENT COUNSEL Two Centre Square, Suite 200, 625 South Gay St Knoxville, TN, 37902-1669	108718	$1,454,889,212	122	A percentage of AUM
PYA WALTMAN CAPITAL, LLC 1402 Ebenezer Road, Knoxville, TN, 37922	137283	$1,030,582,694	1222	A percentage of AUM, Hourly charges, Fixed fees, Performance Based
TVAMP, LLC 6025 Brookvale Lane, Suite 160 Knoxville, TN, 37919	160321	$677,005,668	4326	A percentage of AUM, Hourly charges, Fixed fees
COGENTBLUE 4533 Papermill Drive, Suite 105 Knoxville, TN, 37909	312899	$625,792,706	394	A percentage of AUM, Hourly charges, Fixed fees
PROFFITT & GOODSON INC. 4800 Old Kingston Pike, Ste 200, Knoxville, TN, 37919-6424	105278	$600,435,788	816	A percentage of AUM, Hourly charges, Other (A PERCENTAGE OF PLAN ASSETS)
WMG FINANCIAL ADVISORS, LLC 620 Mabry Hood Road, Suite 101 Knoxville, TN, 37932	285824	$523,117,001	1443	A percentage of AUM, Hourly charges, Fixed fees
BROGAN FINANCIAL 2160 Lakeside Centre Way, Suite 102 Knoxville, TN, 37922	133623	$444,206,370	1883	A percentage of AUM, Hourly charges, Fixed fees
APC FINANCIAL PLANNING 234 S. Peters Rd., Suite 102 Knoxville, TN, 37923	7890	$406,642,405	928	A percentage of AUM, Hourly charges
LEADING EDGE FINANCIAL PLANNING LLC 6921 Office Park Circle, Knoxville, TN, 37909	277149	$360,175,782	1388	A percentage of AUM
RIDGEPATH CAPITAL MANAGEMENT LLC 9202 S. Northshore, Suite 301 Knoxville, TN, 37922	283343	$331,605,533	302	A percentage of AUM, Hourly charges, Other (SELECTION OF OTHER ADVISORS FEES)
NBZ INVESTMENT ADVISORS, LLC 6322 Deane Hill Drive, Knoxville, TN, 37919	123902	$322,432,156	447	A percentage of AUM, Hourly charges, Fixed fees
COUNCILMARK ASSET MANAGEMENT, LLC 2607 Kingston Pike, Tyson Place, Suite 180 Knoxville, TN, 37919	111748	$288,567,723	108	A percentage of AUM, Fixed fees

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Find The Best Financial Advisors in Knoxville, Tennessee

How To Find The Best Financial Advisors in Knoxville, TennesseeLast Updated - 13-Jun-2023

List of Qualified Financial Advisors in Knoxville, Tennessee

Edelman Financial Engines, LLC

Address

Travis Cullman

SageSpring Wealth Partners

Address

Russ Kefauver

Kefauver Financial Planning & Wealth Management

Address

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

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

Frequently Asked Questions

Find an AdvisorIt's Fast, Free & Easy

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

Find an Advisor
It's Fast, Free & Easy