CRAVENS & COMPANY WEALTH MANAGEMENT
Cookeville, TN
AUM
$311.1M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
(931) 528-6865
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Financial Planning advisors in TN
223 advisers found
LUKEN INVESTMENT ANALYTICS, LLC
Brentwood, TN
AUM
$292.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM · Subscription fees +1 more
(615) 550-5570
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
EFINANCIAL ALLIANCE, LLC
Franklin, TN
AUM
$291.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
615-224-8534
AUM
$288.4M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
727-787-7526
OPTIVISE ADVISORY SERVICES LLC
Franklin, TN
AUM
$287.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
22 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +2 more
855-378-1806
VALTRION CAPITAL MANAGEMENT, LLC
Franklin, TN
AUM
$287.3M
Financial PlanningWealth MgmtTrusts & Estates
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM; Fixed fees
833-856-2088
CORNERSTONE WEALTH MANAGEMENT GROUP
Greeneville, TN
AUM
$284.7M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM · Hourly charges +1 more
423-588-7151
AUM
$283.9M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
1 advisors
Clients
0
Fees
Percentage of AUM; Fixed fees
615-948-4060
HMS INVESTMENT ADVISORS
Nashville, TN
AUM
$281.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
615-829-7200
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
CAP PARTNERS, LLC
Franklin, TN
AUM
$254.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
8 advisors
Clients
101-250
Fees
Percentage of AUM · Hourly charges +1 more
615-807-2030
AGP FRANKLIN, LLC
Franklin, TN
AUM
$247.1M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
615-778-9842
EUDAIMONIA ASSET MANAGEMENT, LLC
Winchester, TN
AUM
$246.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
2 advisors
Clients
1-10
Fees
BASIS POINT PLATFORM FEE
931-968-1127
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
W ADVISORS LLC
Germantown, TN
AUM
$244.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
901-410-8040
RAYBURN WEST FINANCIAL SERVICES
Nashville, TN
AUM
$242.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
0
Fees
Percentage of AUM
615-386-6932
ALDEBARAN FINANCIAL INC
Kingsport, TN
AUM
$222.8M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
423-239-7535
VALUES FIRST ADVISORS, INC.
Johnson City, TN
AUM
$215.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
9 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
877-832-3847
CREATIVE INVESTMENT GROUP
Nashville, TN
AUM
$209.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
7 advisors
Clients
101-250
Fees
Percentage of AUM; Fixed fees
615 949 9629
BLONG FINANCIAL
Memphis, TN
AUM
$202.0M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM
901-681-9037
FRAZEE INVESTMENT CONSULTING, INC.
Memphis, TN
AUM
$195.5M
Financial PlanningWealth MgmtTrusts & Estates
Team
2 advisors
Clients
26-50
Fees
Percentage of AUM · Fixed fees +1 more
901-779-3940