Russ Kefauver

About Russ Kefauver

Russ Kefauver is an Accredited Wealth Management Advisor (AWMA®) and Chartered Retirement Planning Counselor (CRPC®) with more than 20 years of financial planning experience. Based in Maryville, Tennessee, he works with families and professionals locally and across the country - who want thoughtful, planning-driven advice for the years approaching and in retirement.

Russ's approach is simple: help clients build a plan worth sticking to, and help them stick to it. Most of the value he brings isn't in predicting markets - no one can do that consistently - but in the quieter, more important work: helping clients avoid the costly mistakes that derail long-term plans, staying steady when markets get rough, keeping costs clear and predictable, and making sure each client's full financial picture stays aligned with the life they're working toward.

As a fiduciary, Russ is committed to putting his clients' interests first. That means straightforward advice built on long-term relationships rather than transactions. He believes successful investing has far more to do with behavior and discipline than with timing the market or chasing performance - and that the right plan, followed patiently, tends to win.

Russ is a member of the Flagship Harbor Advisors network and the Financial Planning Association. He also proudly supports the Foundation for Financial Planning, which brings free, professional financial advice to wounded veterans, domestic violence survivors, and others who need it most.

Whether you're approaching retirement, navigating a financial transition, or simply want a second opinion on whether you're on track, Russ would be glad to talk with you about whether his approach is a fit.

General Information

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Qualifications & Membership

Compensation and Fees

Disclosures