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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TN
267 advisers found
EDDLEMAN & EDDLEMAN INC
Jackson, TN
AUM
$18.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
731-554-2408
SEGO WEALTH MANAGEMENT, LLC
Collierville, TN
AUM
$17.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM; Hourly charges
901-457-2700
KICKPOINT FINANCIAL, LLC
Memphis, TN
AUM
$15.4M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
713-515-6336
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
HUNLEY WEALTH MANAGEMENT LLC
Nashville, TN
AUM
$14.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
615-967-4328
YOUR FAMILY MATTERS, LLP
Cordova, TN
AUM
$12.8M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
901-563-7999
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
TRUE EQUITY WEALTH MANAGEMENT LLC
Nashville, TN
AUM
$11.3M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
615-861-1518
BOULEVARD MONEY
Nashville, TN
AUM
$10.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM
615-618-1234
HOSKINS FINANCIAL, LLC
Nashville, TN
AUM
$10.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
615-321-7333
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
INFINITUS WEALTH MANAGEMENT LLC
Nashville, TN
AUM
$5.9M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
330-307-9396
STELLAR ASSETS L.L.C.
Memphis, TN
AUM
$5.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Performance-based fees
(901) 484-4683
RED OAK ADVISORS LLC
Memphis, TN
AUM
$4.8M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
901-258-4914
KOPLAN & ASSOCIATES
Chattanooga, TN
AUM
$3.6M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM
423-892-4693
MOSAIC WEALTH CONSULTANTS, INC.
Millington, TN
AUM
$3.2M
Financial PlanningWealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
901-651-3151
MODICA FINANCIAL SERVICES
Lebanon, TN
AUM
$3.1M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Hourly charges
805-712-4044
PANTHEON INVESTMENT LLC
Chattanooga, TN
AUM
$3.0M
Wealth MgmtTrusts & Estates
Team
1 advisors
Clients
—
Fees
Percentage of AUM; CONSULTING
423-498-6310
MONEYPRO WEALTH MANAGEMENT, LLC
Franklin, TN
AUM
$1.8M
Financial PlanningWealth MgmtInstitutionalFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
714-832-9351
SOLID ROCK INVESTMENT ADVISORY LLC
Cleveland, TN
AUM
$1.3M
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM; Hourly charges
423-614-4005
INVESTGRO LLC
Mt. Juliet, TN
AUM
$934K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
615-927-3509
VALOR FINANCIAL PLANNING
Johnson City, TN
AUM
$777K
Financial PlanningWealth MgmtFee-Only/Hourly
Team
1 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
423-268-0973