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
Search advisors
Filter by name, location, or specialty. All data from public SEC filings.
Showing Trusts & Estates advisors in TN
267 advisers found
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
STRATEGIC ADVISORY SERVICES
Memphis, TN
AUM
$201.2M
Wealth MgmtTrusts & Estates
Team
8 advisors
Clients
0
Fees
Percentage of AUM
901-751-2025
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
ERISA ADVISERS, INC.
Brentwood, TN
AUM
$187.1M
Wealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
—
Fees
Percentage of AUM; Fixed fees
(855) 255-2391
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
ELLIS FINANCIAL PLANNING
Clarksville, TN
AUM
$180.7M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
251-500
Fees
Percentage of AUM · Hourly charges +1 more
931-905-0050
INTEGRITY CAPITAL MANAGEMENT
Kingsport, TN
AUM
$180.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
423-230-4500
SAGE INVESTMENT COUNSEL
Franklin, TN
AUM
$164.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
4 advisors
Clients
0
Fees
Percentage of AUM · Fixed fees +1 more
615-591-1210
TCM
Germantown, TN
AUM
$164.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
901-757-4448
WITT FINANCIAL GROUP, LLC
Crossville, TN
AUM
$160.5M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
2 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +2 more
931-484-4911
RETIREMENT SOLUTIONS GROUP
Franklin, TN
AUM
$159.6M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
26-50
Fees
Fixed fees; REFERRAL FEES
615-467-6300
BELLWETHER INVESTMENT GROUP, LLC
Hixson, TN
AUM
$155.1M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
6 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
423-698-6256
RBG WEALTH ADVISORS LLC
Memphis, TN
AUM
$154.8M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
4 advisors
Clients
51-100
Fees
Percentage of AUM
901-244-2980
ROAN CAPITAL PARTNERS
Johnson City, TN
AUM
$152.0M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
4 advisors
Clients
1-10
Fees
Percentage of AUM; Hourly charges
(423) 631-5786
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
FINANCIAL MANAGEMENT ADVISORS, INC.
Tullahoma, TN
AUM
$149.9M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
931-455-0151
J. MARK NICKELL & CO.
Brentwood, TN
AUM
$146.4M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
26-50
Fees
Percentage of AUM · Hourly charges +1 more
615-371-6622
JEFFERSON BRIDGE CAPITAL, LLC
Nashville, TN
AUM
$146.2M
Financial PlanningWealth MgmtTrusts & Estates
Team
3 advisors
Clients
0
Fees
Percentage of AUM
615-312-7750
CAMPBELL ASSET MANAGEMENT, LLC
Chattanooga, TN
AUM
$146.0M
Financial PlanningWealth MgmtTrusts & EstatesRetirement
Team
3 advisors
Clients
11-25
Fees
Percentage of AUM · Hourly charges +1 more
423-265-7931
DAVIS, DAVIS AND CONOVER WEALTH MANAGEMENT, LLC
Nashville, TN
AUM
$144.9M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
3 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
615-324-7825
BARNETT & CO INC
Chattanooga, TN
AUM
$142.0M
Financial PlanningWealth MgmtTrusts & EstatesInstitutional
Team
3 advisors
Clients
1-10
Fees
Percentage of AUM · Hourly charges +1 more
423-756-0125
HULL WEALTH MANAGEMENT
Murfreesboro, TN
AUM
$138.6M
Financial PlanningWealth MgmtTrusts & EstatesFee-Only/Hourly
Team
1 advisors
Clients
0
Fees
Percentage of AUM · Hourly charges +1 more
615 896-1181