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Find The Best Financial Advisors in Memphis, 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.

Memphis, the second largest city in the state of Tennessee, is home to a population of over 630,000. A city full of history and southern charm, Memphis is the home of many popular landmarks, musical genres, and notable residences that have influenced the United States in multiple regards. Not only is this city historically wealthy, but financially as well. So it would be wise for residents to prioritize their financial strategies. With a cost of living 23% lower than the national average, creating a solid financial plan with the help of a financial advisor would help you take advantage of this low-cost city. If you need a professional financial advisor in the Memphis area for your retirement and investment planning needs, look no further than FinancialAdvisor.net. With around 895 financial advisors to choose from in this city, our mission is to connect you with 1-3 top advisors that meet your specific financial needs.

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

If you’re looking for qualified financial advisors in Memphis, Tennessee, FinancialAdvisor.net is a useful resource. We've compiled a list of the 1 vetted financial advisors and non-vetted financial advisors in Memphis, Tennessee, along with their fee structure, investment strategies, financial services they provide, and more. These financial advisors in Memphis, 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 Memphis, Tennessee

Bud Milligan

Milligan Wealth Management

201-600-1680

Address

3725 Highway 196 South, Ste D,
Collierville, TN 38017 See Details

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

Firm Name	Firm CRD#	Total AUM	No. of Clients	Fee Structure
FIRST HORIZON ADVISORS, INC 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117	17117	$11,300,952,063	9360	A Percentage of AUM, Fixed Fees
GERBER/TAYLOR MANAGEMENT LLC 40 South Main Street, Suite 1900 Memphis, TN, 38103	109319	$9,208,094,171	220	A Percentage of AUM, Fixed Fees, Performance Based
B. RILEY WEALTH ADVISORS, INC. 40 S. Main St., Suite 1800 Memphis, TN, 38103	115927	$6,884,819,404	20323	A Percentage of AUM, Hourly charges, Fixed Fees
SOUTHEASTERN ASSET MANAGEMENT INC. 6410 Poplar Ave., Ste. 900, Memphis, TN, 38119-4843	105276	$5,479,257,682	49	A Percentage of AUM, Performance Based
HIGHLAND CAPITAL MANAGEMENT, LLC 850 Ridge Lake Blvd, Suite 205 Memphis, TN, 38120	104842	$3,100,659,199	953	A Percentage of AUM, Performance Based, Other (SUBSCRIPTION FEES)
PRINCIPAL STREET PARTNERS, LLC 949 Shady Grove Rd South, Suite 402 Memphis, TN, 38120	285485	$2,780,152,172	99	A Percentage of AUM, Performance Based
NEWSOUTH CAPITAL MANAGEMENT INC 999 S. Shady Grove Road, Suite 501 Memphis, TN, 38120-4129	110676	$2,343,810,534	185	A Percentage of AUM, Performance Based
CHICKASAW CAPITAL MANAGEMENT, LLC 6075 Poplar Ave Suite 720, Memphis, TN, 38119	127398	$2,031,691,504	448	A Percentage of AUM, Commission Based
SENTRY, LLC 555 Perkins Ext, Suite 400 Memphis, TN, 38117	150593	$1,811,011,852	263	A Percentage of AUM, Fixed Fees, Performance Based, Other (PROJECT FEE BASED)
LEGACY WEALTH MANAGEMENT INC 1715 Aaron Brenner Dr., Suite 301 Memphis, TN, 38120-1443	108619	$1,778,418,452	4064	A Percentage of AUM, Fixed Fees
NFC INVESTMENTS, LLC 700 Colonial Road, Suite 101 Memphis, TN, 38117	132844	$1,767,240,783	152	A Percentage of AUM, Performance Based
RED DOOR WEALTH MANAGEMENT, LLC 756 Ridge Lake Boulevard, Memphis, TN, 38120	153235	$1,443,693,071	2160	A Percentage of AUM, Fixed Fees, Performance Based
RELIANT INVESTMENT MANAGEMENT, LLC 1715 Aaron Brenner Drive, Suite 504 Memphis, TN, 38120-1446	111220	$1,422,991,543	509	A Percentage of AUM, Hourly charges, Fixed Fees
STEEL GROVE CAPITAL ADVISORS, LLC 6075 Poplar Avenue, Suite 221 Memphis, TN, 38119	115231	$1,227,657,292	992	A Percentage of AUM, Performance Based
DELTA ASSET MANAGEMENT, LLC 700 Colonial Rd, Suite 220 Memphis, TN, 38117	113688	$1,225,741,294	1150	A Percentage of AUM

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

Frequently Asked Questions

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

How can I pick a good financial advisor?

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

How much money should I have before getting a financial advisor?

What type of financial advisor do I need?

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