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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.

Russ Kefauver

Kefauver Financial Planning & Wealth Management
Chartered Retirement Planning Counselor (CRPC®), AWMA®, CRPC®
Russ Kefauver, a financial fiduciary, provides financial services to clients in the Maryville, Tennessee area. Russ holds the Chartered Retirement Planning Counselor (CRPC®), AWMA®, CRPC® certifications. Russ has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Flat Fee

    Asset Requirement: $0

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

Jordan Wedell

Southwestern Investment Advisory Services, Inc.
CFP®
Jordan Wedell, a financial fiduciary, provides financial services to clients in the Franklin, Tennessee area. Jordan holds a CFP® certification. Jordan has over 4 years of experience.

Additional Information:

Years of Experience:
4 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Commissions

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

Katie Centofonti

Southwestern Investment Advisory Services, Inc.
CFP®
Katie Centofonti, a financial fiduciary, provides financial services to clients in the Franklin, Tennessee area. Katie holds a CFP® certification. Katie has over 15 years of experience.

Additional Information:

Years of Experience:
15 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Commissions

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

Mitchell Horst

Select Wealth Advisers
Mitchell Horst, a financial fiduciary, provides financial services to clients in the Memphis, Tennessee area. Mitchell has over 16 years of experience.

Additional Information:

Years of Experience:
16 Years

    Fee Structure

  • Fee-Based
  • Based on Assets

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts
    • Insurance Products & Annuities

Nick Palmer

Palmer Wealth Planning
CRPC®
Nick Palmer, a financial fiduciary, provides financial services to clients in the Nashville, Tennessee area. Nick holds a CRPC® certification. Nick has over 5 years of experience.

Additional Information:

Years of Experience:
5 Years

    Fee Structure

  • Fee-Only
  • Based on Assets
  • Flat Fee

    Asset Requirement: $100K+

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Risk Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts

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

Additional Information:

Years of Experience:
48 Years

    Fee Structure

  • Fee-Only

    Asset Requirement: $200,000

    Financial Services Provided:

  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • Risk Management
  • View More
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts

    Name(s) of Custodian(s):
    Morgan Stanley, Wells Fargo

Gabriel Talley

Edelman Financial Engines, LLC
CFP®
Gabriel Talley, a financial fiduciary, provides financial services to clients in the Brentwood, Tennessee area. Gabriel holds a CFP® certification. Gabriel has over 21 years of experience.

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Fee-Based

    Name(s) of Custodian(s):
    Charles Schwab, TD Ameritrade and others.

Larry Prislovsky

L.P.Financial Advisors.Inc
Chartered Retirement Plans Specialist (CRPS®)
Larry Prislovsky, a financial fiduciary, provides financial services to clients in the Knoxville, Tennessee area. Larry holds a Chartered Retirement Plans Specialist (CRPS®) certification. Larry has over 17 years of experience.

Additional Information:

Years of Experience:
17 Years

    Fee Structure

  • Fee-Based
  • Based on Assets
  • Flat Fee
  • Hourly

    Asset Requirement: $50000

    Financial Services Provided:

  • Retirement Planning
  • Wealth Management
  • Money Management
  • Tax Advice and Services
  • Estate Planning & Trusts
  • View More

    Name(s) of Custodian(s):
    Fidelity

Travis Cullman

Southwestern Investment Advisory Services, Inc.
CFP®, CPFA
Travis Cullman, a financial fiduciary, provides financial services to clients in the Knoxville, Tennessee area. Travis holds the CFP®, CPFA certifications. Travis has over 7 years of experience.

Additional Information:

Years of Experience:
7 Years

    Fee Structure

  • Fee-Based

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

Flagship Financial Advisors

CMFC®, AIF®, AAMS®, CRPC®
Scott Buell, 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:
28 Years

    Fee Structure

  • Fee-Only
  • Flat Fee

    Financial Services Provided:

  • Financial Planning
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • Wealth Management
  • Money Management
  • View More
    • Risk Management
    • Education Funding and Planning
    • Financial Advice & Consulting
    • Financial Planning for Individuals
    • Financial Planning for Businesses
    • Investment Advice & Management
    • Tax Advice and Services
    • Estate Planning & Trusts

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

Richard Cox Sr

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

Additional Information:

Years of Experience:
40 Years

    Fee Structure

  • Based on Assets
  • Commissions
  • Flat Fee
  • Hourly

    Financial Services Provided:

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

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

August Perazzini

August Perazzini
CFP®
August Perazzini, a financial fiduciary, provides financial services to clients in the Brentwood, Tennessee area. August holds a CFP® certification. August has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Financial Services Provided:

  • Financial Planning
  • Retirement Planning
  • Wealth Management
  • Education Funding and Planning
  • Financial Advice & Consulting
  • Financial Planning for Individuals
  • View More
    • Investment Advice & Management

    Name(s) of Custodian(s):
    Pershing

Sam (Bo) Bills Jr

Bills Asset Management
CFP®, CPA
Sam (Bo) Bills Jr, a financial fiduciary, provides financial services to clients in the Franklin, Tennessee area. Sam (Bo) holds the CFP®, CPA certifications. Sam (Bo) 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
  • View More

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

BASIC INFORMATION NEEDED FOR THE INQUIRY

Top vetted financial advisors in Tennessee by cities

Frequently Asked Questions

What does a financial advisor do?

Financial advisors assess the financial goals and risk appetite of their clients and chalk out a personalized investment plan for achieving those goals. They use their expertise to guide their clients on how to save tax, get rid of excessive debt and plan for future contingencies.

When should I hire a financial advisor?

Ideally, Financial advisors must be consulted regularly. No matter how much you earn and where are you from, everybody needs a financial advisor to make sure that they reap the maximum from their income. A financial advisor is especially important if you are nearing retirement, planning a family, saving up for education, or thinking of passing on your estate to your heirs.

What are the different types of financial advisors? How do I choose one?

There are different types of financial advisors. A financial advisor can be a relationship manager from a stockbroking company, insurance or mutual fund advisor, a personal banker from a well-known bank, an accountant or an attorney with expertise in taxation and estate planning.

What are the certifications to look while hiring a financial advisor?

The certifications assure you that the financial advisor that you have hired has all the skills and expertise that you need to plan a personal financial journey. When you look to hire a financial advisor you will find a range of initials and certifications that they hold. Broadly, they are divided into two categories.

A CPA (Certified Public Accountant) and CFP (Chartered Financial Planner) are the more general ones. The CFP and CPA certifications are considered as gold standards in personal financial planning. These advisors know their stuff very well and have exceptional competence in a range of financial planning subjects.

While CFA (Chartered Financial Analyst) and CLU (Chartered Life underwriter) certified professional can cater to your specific needs. A CFA can take care of your investment needs and CLU can advise you with the best insurance products.

What questions should you ask a financial advisor?

The most important question to ask a financial advisor is whether he is a fiduciary or not? A fiduciary works in the best interest of his client. Next, you must ask him about his certifications, and experience. You must always pick an advisor who has the best certifications like CPA, CFP, and CFA and at least, with a couple of years of experience. You can also ask him about his cost or fee. Always look for a fee-only advisor and make sure they don’t get commissions for selling financial products.

How does my financial advisor get paid?

There are broadly three different types of advisors.

Commission-only

If you hire a commission-based financial advisor then you will have to pay a percentage of your budget as commission and the rest of the amount will be invested in the financial products and instruments.

Fee-only

Fee-only financial advisors charge a certain flat fee for their advice. The fee depends on the years of experience, expertise, and certifications that financial advisors hold. They do not get any kind of commissions out of the financial products recommended by them.

Fee-based (Commissions and fees)

These advisors charge a combination of both commissions and fees.

Can I be my own financial advisor?

Many people have saved thousands of dollars each year by just consulting a financial advisor. Usually, people try to manage their own finances and thus are not able to draw maximum benefit out of their savings. Financial planning is quite complex and requires a lot of expertise. An experienced financial expert can help you chalk out the best plans for you and safeguard your financial future.

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