RATHER & KITTRELL, INC.
Knoxville, TN
AUM
$2.25B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
17 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +2 more
865-218-8400
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TN, KNOXVILLE
35 advisers found
PATRIOT INVESTMENT MANAGEMENT GROUP INC
Knoxville, TN
AUM
$1.91B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
16 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +2 more
865-777-2479
TVAMP, LLC
Knoxville, TN
AUM
$1.19B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
24 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
865-226-9982
PYA WALTMAN CAPITAL, LLC
Knoxville, TN
AUM
$1.01B
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +2 more
865-693-6301
PROFFITT & GOODSON INC.
Knoxville, TN
AUM
$797.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
6 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
865-584-1850
WMG FINANCIAL ADVISORS, LLC
Knoxville, TN
AUM
$693.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
More than 500
Fees
Percentage of AUM · Hourly charges +1 more
(865) 290-4000
COGENTBLUE
Knoxville, TN
AUM
$606.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
865-309-5892
LEADING EDGE FINANCIAL PLANNING LLC
Knoxville, TN
AUM
$521.8M
Financial PlanningWealth MgmtTrusts & Estates
Team
9 advisors
Clients
51-100
Fees
Percentage of AUM
865-240-2292
NBZ INVESTMENT ADVISORS, LLC
Knoxville, TN
AUM
$431.2M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
865.584.1184
INSIGHT STRATEGIC WEALTH LLC
Knoxville, TN
AUM
$401.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Hourly charges
866-467-9756
VISIONARY HORIZONS, LLC
Knoxville, TN
AUM
$396.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
12 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
865-675-8496
MOON CAPITAL MANAGEMENT, LLC
Knoxville, TN
AUM
$391.5M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM; Fixed fees
865-546-1234
BLUE RIDGE WEALTH PLANNERS
Knoxville, TN
AUM
$361.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
14 advisors
Clients
More than 500
Fees
Percentage of AUM; COSTS ASSOCIATED WITH THE CONTENT OF THE WORKSHOP AND/OR COURSE
865-392-4260
THE NALLS SHERBAKOFF GROUP, LLC
Knoxville, TN
AUM
$337.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
865-691-0898
VALOR FINANCIAL SERVICES, LLC
Knoxville, TN
AUM
$273.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
865-675-1200
KNOX WEALTH PARTNERS ADVISORY
Knoxville, TN
AUM
$272.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
7 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
(865) 291-2422
ALLIANCE WEALTH MANAGEMENT PARTNERS LLC
Knoxville, TN
AUM
$272.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
5 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
(865) 862-5956
RETIREMENT PLANNING SERVICES
Knoxville, TN
AUM
$246.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
(865) 220-9311
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
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
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