PATTEN AND PATTEN, INC.
Chattanooga, TN
AUM
$2.21B
Wealth MgmtTrusts & EstatesRetirementInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
423.756.3480
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TN, CHATTANOOGA
27 advisers found
FUTURE CAPITAL
Chattanooga, TN
AUM
$2.02B
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
888-871-5711
PATTON ALBERTSON MILLER GROUP, LLC
Chattanooga, TN
AUM
$1.68B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
423-414-2100
HHM WEALTH ADVISORS, LLC
Chattanooga, TN
AUM
$1.47B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
13 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
423-826-1670
THE PATTEN GROUP, INC.
Chattanooga, TN
AUM
$725.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
7 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
423-531-0360
ACUMEN WEALTH ADVISORS, LLC
Chattanooga, TN
AUM
$638.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
423-825-4796
WEALTH PRESERVATION ADVISORS, LLC
Chattanooga, TN
AUM
$591.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
423-486-9400
EVERGREEN ADVISORS, LLC
Chattanooga, TN
AUM
$522.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +2 more
423-933-1814
GUARDIAN WEALTH MANAGEMENT, LLC
Chattanooga, TN
AUM
$411.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
423-510-0409
BROOKS, MOORE & ASSOCIATES, INC.
Chattanooga, TN
AUM
$348.9M
Wealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
423-756-8628
APEX STRATEGIC WEALTH, LLC
Chattanooga, TN
AUM
$292.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
423 267 0046
CAMPBELL ASSET MANAGEMENT, LLC
Chattanooga, TN
AUM
$146.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
423-265-7931
BARNETT & CO INC
Chattanooga, TN
AUM
$142.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
423-756-0125
INTEGRA WEALTH
Chattanooga, TN
AUM
$116.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
423-664-0344
FUERST FINANCIAL GROUP, INC.
Chattanooga, TN
AUM
$100.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
423-899-8555
STONE BRIDGE ASSET MANAGEMENT, LLC
Chattanooga, TN
AUM
$84.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
423-605-4645
ROOKS WEALTH ADVISORS, LLC
Chattanooga, TN
AUM
$60.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
423-690-8090
IMAGINE FINANCIAL SECURITY LLC
Chattanooga, TN
AUM
$56.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
904-323-2069
RICH DEWITT WEALTH MANAGEMENT LLC
Chattanooga, TN
AUM
$51.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
423.954.7273
LATTICE WEALTH ADVISORS
Chattanooga, TN
AUM
$47.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
423-225-2450
GLEAN FINANCIAL, INC.
Chattanooga, TN
AUM
$20.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
(423) 708-4611
TARRAGON CAPITAL, LLC
Chattanooga, TN
AUM
$15.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
423-400-8072
BIGHAM WEALTH ADVISORY LLC
Chattanooga, TN
AUM
$11.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
423-541-3587
KOPLAN & ASSOCIATES
Chattanooga, TN
AUM
$3.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
423-892-4693
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