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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Wealth Management advisors in TN
328 advisers found
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
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
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
QUANTS COMPETE
Brentwood, TN
AUM
$1.4M
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
(334) 332-3007
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
VERITAS PRIVATE WEALTH MANAGEMENT
Franklin, TN
AUM
$210K
Wealth Mgmt
Team
1 advisors
Clients
0
Fees
Percentage of AUM
615-771-5117
DOGWOOD FINANCIAL PLANNING
Memphis, TN
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
51-100
Fees
Hourly charges; Fixed fees
901-969-4500
HAYNES BARKER INVESTMENT MANAGEMENT, LLC
Jackson, TN
AUM
—
Financial PlanningTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
1-10
Fees
Hourly charges; Fixed fees
731-664-2808