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Top Rated Financial Advisors in Tennessee

Knowing that your financial future is in safe hands is reassuring! An experienced financial expert can help you strategize your spendings, earnings, investments and savings to overcome your financial challenges and meet your financial goals effectively. However, finding a trusted financial advisor in Tennessee is a daunting undertaking as there are hundreds of advisors near you, with a long list of qualifications and certifications to research and evaluate, that may leave you perplexed.

Find top advisors in Tennessee with Paladin Registry

Paladin Registry helps you sail through your financial advisor search journey easily by narrowing down your list to top vetted financial advisors in Tennessee near you.

Search for the best financial advisors and planners for you with Paladin Registry’s unbiased free matching tool and get matched to vetted, pre-qualified financial advisors. Compare the advisor's credentials, certifications, firm associations etc. and connect with the financial advisor that best matches your requirements.

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Bud Milligan

Milligan Wealth Management
CRPC®, MBA, CRPC®
Bud Milligan, a financial fiduciary, provides financial services to clients in the Collierville, Tennessee area. Bud holds a CRPC®, MBA, CRPC® certification. Bud has over 12 years of experience.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
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Jacob Bauchmann

LPL Financial
CFP®, CFA®
Jacob Bauchmann, a financial fiduciary, provides financial services to clients in the Franklin, Tennessee area. Jacob holds a CFP®, CFA® certification. Jacob has over 11 years of experience.

Additional Information:

Years of Experience:
11 Years

    Fee Structure

  • Fee-Based
  • Commissions
  • Flat Fee
  • Based on Assets

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    LPL Financial

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Russ Kefauver

Kefauver Financial Planning & Wealth Management
AWMA®, CRPC®
Russ Kefauver, a financial fiduciary, provides financial services to clients in the Maryville, Tennessee area. Russ holds a AWMA®, CRPC® certification. Russ has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Based
  • Flat Fee
  • Based on Assets

    Asset Requirement: $0

    Name(s) of Custodian(s):
    LPL Financial

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Travis Cullman

SageSpring Wealth Partners
CFP®, CPFA
Travis Cullman, a financial fiduciary, provides financial services to clients in the Knoxville, Tennessee area. Travis holds a CFP®, CPFA certification. Travis has over 7 years of experience.

Additional Information:

Years of Experience:
7 Years

    Fee Structure

  • Fee-Based

    Asset Requirement: $100,000

    Name(s) of Custodian(s):
    Raymond James

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Flagship Financial Advisors

CMFC®, CRPC®, AAMS®, AIF®
Flagship Financial Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2020 and provides financial services to clients in the Brentwood, Tennessee area.

Additional Information:

Years of Experience:
52 Years

    Fee Structure

  • Fee-Only
  • Flat Fee

    Asset Requirement: $50,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management

    Name(s) of Custodian(s):
    Charles Schwab and Fidelity

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Richard Cox Sr

Cox Wealth Management, LLC
CFP®, AEP®, CLU®, ChFC®
Richard Cox Sr, a financial fiduciary, provides financial services to clients in the Chattanooga, Tennessee area. Richard holds a CFP®, AEP®, CLU®, ChFC® certification. Richard has over 40 years of experience.

Additional Information:

Years of Experience:
40 Years

    Fee Structure

  • Hourly
  • Commissions
  • Flat Fee
  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Wealth Management
  • Financial Planning for Individuals
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Pershing, LLC, TD Ameritrade, Schwab

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OneSouth Financial Group

OneSouth Financial Group, a financial fiduciary firm, has been a Paladin Registry member since 2024 and provides financial services to clients in the Kingsport, Tennessee area.

Additional Information:

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Sam (Bo) Bills Jr

Bills Asset Management
CPA, CFP®
Sam (Bo) Bills Jr, a financial fiduciary, provides financial services to clients in the Franklin, Tennessee area. Sam holds a CPA, CFP® certification. Sam has over 31 years of experience.

Additional Information:

Years of Experience:
31 Years

    Fee Structure

  • Based on Assets

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities

    Name(s) of Custodian(s):
    Fidelity/National Financial Srvs, TD Ameritrade, TIAA CREF

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TBH Global Asset Management LLC

TBH Global Asset Management LLC, a financial fiduciary firm, has been a Paladin Registry member since 2021 and provides financial services to clients in the Franklin, Tennessee area.

Additional Information:

    Fee Structure

  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Education Funding and Planning

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