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 Sales
Knoxville, TennesseeCRD #313195
Typical Fee--
AUM$235M
Minimum--
Clients1,310

BLUE RIDGE WEALTH PLANNERS

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #285347
Typical Fee--
AUM$276M
Minimum--
Clients723

BROGAN FINANCIAL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #133623
Typical Fee--
AUM$533M
Minimum--
Clients2,055

COGENTBLUE

Fee-OnlyAlso Compensated via Product Sales
Knoxville, TennesseeCRD #312899
Typical Fee--
AUM$606M
Minimum--
Clients418

COSEY FINANCIAL SERVICES, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #140175
Typical Fee2.00%
AUM$124M
Minimum--
Clients908

COUNCILMARK ASSET MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #111748
Typical Fee--
AUM$249M
Minimum--
Clients107

CREEKSIDE CAPITAL, INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #108972
Typical Fee--
AUM$280M
Minimum--
Clients773

GSV EQUITY HOLDINGS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #322865
Typical Fee--
AUM$5.4B
Minimum--
Clients16

INSIGHT STRATEGIC WEALTH LLC

Fee-Only, No ConflictsClean Record
Knoxville, TennesseeCRD #147290
Typical Fee--
AUM$257M
Minimum--
Clients527

KNOX WEALTH PARTNERS ADVISORY

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #288580
Typical Fee--
AUM$231M
Minimum--
Clients828

LEADING EDGE FINANCIAL PLANNING LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #277149
Typical Fee--
AUM$360M
Minimum--
Clients1,388

MARSH WEALTH MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #282111
Typical Fee--
AUM$168M
Minimum--
Clients558

MARTIN & COMPANY INVESTMENT COUNSEL

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #108718
Typical Fee--
AUM$1.5B
Minimum--
Clients120

MOON CAPITAL MANAGEMENT, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #107612
Typical Fee--
AUM$395M
Minimum--
Clients423

NBZ INVESTMENT ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #123902
Typical Fee--
AUM$371M
Minimum--
Clients486

PATRIOT INVESTMENT MANAGEMENT GROUP INC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #112155
Typical Fee--
AUM$1.9B
Minimum--
Clients4,197

PROFFITT & GOODSON INC.

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #105278
Typical Fee--
AUM$680M
Minimum--
Clients838

PROVIDENCE WEALTH MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #144902
Typical Fee--
AUM$150M
Minimum--
Clients661

PYA WALTMAN CAPITAL, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #137283
Typical Fee--
AUM$819M
Minimum--
Clients1,367

RATHER & KITTRELL, INC.

Clean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #114885
Typical Fee--
AUM$1.9B
Minimum--
Clients3,129

RETIREMENT PLANNING SERVICES

Fee-Only, No ConflictsClean Record
Knoxville, TennesseeCRD #289847
Typical Fee--
AUM$197M
Minimum--
Clients492

RIDGEPATH CAPITAL MANAGEMENT LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #283343
Typical Fee--
AUM$359M
Minimum--
Clients338

THE NALLS SHERBAKOFF GROUP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #168239
Typical Fee--
AUM$294M
Minimum--
Clients835

TVAMP, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #160321
Typical Fee--
AUM$1.0B
Minimum--
Clients4,768

VALOR FINANCIAL SERVICES, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #309377
Typical Fee--
AUM$273M
Minimum--
Clients1,675

VISIONARY HORIZONS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #150483
Typical Fee--
AUM$397M
Minimum--
Clients3,989

WMG FINANCIAL ADVISORS, LLC

Fee-OnlyClean RecordAlso Compensated via Product Sales
Knoxville, TennesseeCRD #285824
Typical Fee--
AUM$615M
Minimum--
Clients1,940
Fiduciary Advisors in Knoxville, Tennessee | FiduciaryListings