MARSH WEALTH MANAGEMENT, LLC
Knoxville, TN
AUM
$182.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
865-622-2162
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
46 advisers found
PROVIDENCE WEALTH MANAGEMENT LLC
Knoxville, TN
AUM
$151.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
865-691-6699
COSEY FINANCIAL SERVICES, INC.
Knoxville, TN
AUM
$123.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
865-470-4244
GULFSTREAM CAPITAL
Knoxville, TN
AUM
$83.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
(865) 888-6737
ASPIRE PRIVATE WEALTH COUNSEL, LLC
Knoxville, TN
AUM
$79.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +2 more
865-500-8965
MISER ASSET MANAGEMENT
Knoxville, TN
AUM
$55.7M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
51-100
Fees
Percentage of AUM
865-281-1616
PUGH WEALTH MANAGEMENT, LLC
Knoxville, TN
AUM
$43.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
865-251-0920
TRENDZ ADVISORS
Knoxville, TN
AUM
$38.7M
Wealth MgmtRetirementInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM
865-583-7390
HILLVALE WEALTH MANAGEMENT, LLC
Knoxville, TN
AUM
$36.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM
865-567-3888
STIVERS WEALTH MANAGEMENT
Knoxville, TN
AUM
$27.6M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
865-288-7685
KENNEDY WEALTH MANAGEMENT
Knoxville, TN
AUM
$24.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(865) 291-0648
THE MENTZER GROUP, LLC
Knoxville, TN
AUM
$23.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
865-240-2940
SHELL CAPITAL MANAGEMENT, LLC
Knoxville, TN
AUM
$23.1M
Wealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
865-539-9070
OPPNA WEALTH LLC
Knoxville, TN
AUM
$20.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
51-100
Fees
Percentage of AUM
865-214-6577
KINETIC WEALTH
Knoxville, TN
AUM
$18.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
865.288.8904
SHEPHERD'S FINANCIAL LLC
Knoxville, TN
AUM
$8.3M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(865) 405-0751
STRATEGIC WEALTH INVESTMENTS, LLC
Knoxville, TN
AUM
$7.2M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
865-770-4151
NOMAD FINANCIAL
Knoxville, TN
AUM
$3.9M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(865) 293-8255
CW SECURITIES, LLC
Knoxville, TN
AUM
$113.5M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
865 690-9886
Full profileNo website
LONGEST & YOUNG, LLC
Knoxville, TN
AUM
$18.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
(865) 240-3259
Full profileNo website
ALEXANDER ADVISORY SERVICES, LLC
Knoxville, TN
AUM
$10.3M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
540-381-4033
Full profileNo website
EBBERT ASSET MANAGEMENT, LP
Knoxville, TN
AUM
$1.3M
Wealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
865-584-3200
Full profileNo website
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