Fiduciary advisors in Knoxville, TN
27 registered advisers
Knoxville is University of Tennessee and the Oak Ridge National Laboratory create an advisory market that blends academic and federal research wealth, and 27 SEC-registered fiduciary firms serve local investors. 26 of those firms -- 96% -- operate on a fee-only basis, accepting no commissions. Each listing below includes compensation method, assets under management, and any disclosed regulatory history.
ALLIANCE WEALTH MANAGEMENT PARTNERS LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$235M
Minimum--
Clients1,310
BLUE RIDGE WEALTH PLANNERS
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$276M
Minimum--
Clients723
BROGAN FINANCIAL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$533M
Minimum--
Clients2,055
COGENTBLUE
Fee-OnlyAlso Compensated via Product SalesTypical Fee--
AUM$606M
Minimum--
Clients418
COSEY FINANCIAL SERVICES, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee2.00%
AUM$124M
Minimum--
Clients908
COUNCILMARK ASSET MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$249M
Minimum--
Clients107
CREEKSIDE CAPITAL, INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$280M
Minimum--
Clients773
GSV EQUITY HOLDINGS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$5.4B
Minimum--
Clients16
INSIGHT STRATEGIC WEALTH LLC
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$257M
Minimum--
Clients527
KNOX WEALTH PARTNERS ADVISORY
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$231M
Minimum--
Clients828
LEADING EDGE FINANCIAL PLANNING LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$360M
Minimum--
Clients1,388
MARSH WEALTH MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$168M
Minimum--
Clients558
MARTIN & COMPANY INVESTMENT COUNSEL
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.5B
Minimum--
Clients120
MOON CAPITAL MANAGEMENT, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$395M
Minimum--
Clients423
NBZ INVESTMENT ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$371M
Minimum--
Clients486
PATRIOT INVESTMENT MANAGEMENT GROUP INC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.9B
Minimum--
Clients4,197
PROFFITT & GOODSON INC.
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$680M
Minimum--
Clients838
PROVIDENCE WEALTH MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$150M
Minimum--
Clients661
PYA WALTMAN CAPITAL, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$819M
Minimum--
Clients1,367
RATHER & KITTRELL, INC.
Clean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.9B
Minimum--
Clients3,129
RETIREMENT PLANNING SERVICES
Fee-Only, No ConflictsClean RecordTypical Fee--
AUM$197M
Minimum--
Clients492
RIDGEPATH CAPITAL MANAGEMENT LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$359M
Minimum--
Clients338
THE NALLS SHERBAKOFF GROUP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$294M
Minimum--
Clients835
TVAMP, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$1.0B
Minimum--
Clients4,768
VALOR FINANCIAL SERVICES, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$273M
Minimum--
Clients1,675
VISIONARY HORIZONS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$397M
Minimum--
Clients3,989
WMG FINANCIAL ADVISORS, LLC
Fee-OnlyClean RecordAlso Compensated via Product SalesTypical Fee--
AUM$615M
Minimum--
Clients1,940