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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.

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Sam (Bo) Bills Jr

Bills Asset Management
CFP® CPA NSSA
Sam (Bo) Bills Jr is a financial fiduciary at Bills Asset Management. Sam (Bo) Bills Jr has been a Paladin Registry member since 2004 and serves clinets in Nashville, Tennessee.

Sam (Bo) holds Certified Financial Planner , Certified Public Accountant , National Social Security Advisor certifications and has over 31 years of experience.

  • State Licences:
  • Insurance Products for Commission: State List
    • Alabama
    • Tennessee

Additional Information:

Years of Experience:
31 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $100,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • Fidelity/National Financial Srvs
  • TD Ameritrade
  • TIAA CREF

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

August Perazzini

August Perazzini
CFP®
August Perazzini is a financial fiduciary at August Perazzini . August Perazzini has been a Paladin Registry member since 2006 and serves clinets in Brentwood, Tennessee.
August holds Certified Financial Planner and has over 10 years of experience.

Additional Information:

Years of Experience:
10 Years

    Asset Requirement: $100,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • Pershing

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm received a 5 Star quality rating from Paladin’s research department. Paladin analysts use a proprietary algorithm to rate the quality of financial advisor and firm credentials, ethics, business practices, and services.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Richard Cox Sr

Cox Wealth Management, LLC
AEP® ATA CFP® ChFC® CLU® CKA®
Richard Cox Sr is a financial fiduciary at Cox Wealth Management, LLC. Richard Cox Sr has been a Paladin Registry member since 2006 and serves clinets in Chattanooga, Tennessee.

Richard holds Accredited Estate Planner® , Accredited Tax Advisor® , Certified Financial Planner , Chartered Financial Consultant , Chartered Life Underwriter , Certified Kingdom Advisor certifications and has over 40 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: None
  • Investment Products for Commission: State List
    • Alabama
    • Arizona
    • Arkansas
    • California
    • Colorado
    • Connecticut
    • Delaware
    • District of Columbia
    • Florida
    • Georgia
    • Idaho
    • Illinois
    • Indiana
    • Iowa
    • Kentucky
    • Louisiana
    • Maine
    • Maryland
    • Massachusetts
    • Michigan
    • Minnesota
    • Mississippi
    • Missouri
    • Montana
    • Nevada
    • New Hampshire
    • New Jersey
    • New Mexico
    • New York
    • North Carolina
    • Ohio
    • Oregon
    • Pennsylvania
    • Rhode Island
    • South Carolina
    • Tennessee
    • Texas
    • Vermont
    • Virginia
    • Washington
    • West Virginia
    • Wisconsin
  • Insurance Products for Commission: State List
    • Alabama
    • Florida
    • Georgia
    • Maryland
    • Mississippi
    • Montana
    • Nevada
    • Tennessee
    • Texas
    • Virginia

Additional Information:

Years of Experience:
40 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

    Asset Requirement: $100,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Insurance Products & Annuities
  • Tax Advice and Services
  • Other
  • Wealth Management

    Name(s) of Custodian(s):

  • Pershing, LLC
  • TD Ameritrade
  • Schwab

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Steven Glasgow

Janney Montgomery Scott
AIF® CFA® CIMA® MBA
Steven Glasgow is a financial fiduciary at Janney Montgomery Scott. Steven Glasgow has been a Paladin Registry member since 2019 and serves clinets in Franklin, Tennessee.

Steven holds Accredited Investment Fiduciary , Chartered Financial Analyst , Certified Investment Management Analyst , Master Business Administration certifications and has over 29 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: All 50 States
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
29 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $100,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • Janney Montgomery Scott

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Dan Hill CFP® AIF®

Dan Hill CFP® AIF®
AIF® CFP®
Dan Hill CFP® AIF® is a financial fiduciary at Dan Hill CFP® AIF® . Dan Hill CFP® AIF® has been a Paladin Registry member since 2019 and serves clinets in Richmond, Virginia.

Dan holds Accredited Investment Fiduciary , Certified Financial Planner certifications and has over 21 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: Tennessee
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: State List
    • North Carolina
    • Tennessee
    • Virginia

Additional Information:

Years of Experience:
21 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Investment Products)

    Financial Services Provided:

  • Financial Planning
  • Insurance Products & Annuities
  • Tax Advice and Services

    Name(s) of Custodian(s):

  • Charles Schwab

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Russ Kefauver

Kefauver Financial Planning & Wealth Management
AWMA® CRPC®
Russ Kefauver is a financial fiduciary at Kefauver Financial Planning & Wealth Management. Russ Kefauver has been a Paladin Registry member since 2019 and serves clinets in Maryville, Tennessee.

Russ holds Accredited Wealth Management Advisor , Chartered Retirement Planning Counselor certifications and has over 13 years of experience.

  • State Licences:
  • Financial Advice, Services for Fees: Not Applicable
  • Investment Products for Commission: State List
    • California
    • Colorado
    • Florida
    • Illinois
    • Maryland
    • Massachusetts
    • Nevada
    • New Hampshire
    • North Carolina
    • Pennsylvania
    • Tennessee
    • Vermont
    • West Virginia
  • Insurance Products for Commission: State List
    • New Hampshire
    • Tennessee

Additional Information:

Years of Experience:
13 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee
  • Commissions (Insurance Products)

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • LPL Financial

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm is a fiduciary when providing financial advice and services for fees. Fiduciaries are held to the highest ethical standard in the financial service industry. They are required to always put their clients’ financial interests first.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Steven Dick

Sapiat Asset Management, LLC
AAMS® AWMA® CFP® ChFC® CRPS®
Steven Dick is a financial fiduciary at Sapiat Asset Management, LLC. Steven Dick has been a Paladin Registry member since 2019 and serves clinets in Greeneville, Tennessee.

Steven holds Accredited Asset Management Specialist , Accredited Wealth Management Advisor , Certified Financial Planner , Chartered Financial Consultant , Chartered Retirement Plans Specialist certifications and has over 20 years of experience.

Additional Information:

Years of Experience:
20 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • ETrade Advisor Services
  • American Funds
  • Nationwide

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

This advisor or firm is a fiduciary when providing financial advice and services for fees. Fiduciaries are held to the highest ethical standard in the financial service industry. They are required to always put their clients’ financial interests first.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jonathan McAlister, CFP®

Kimery Wealth Management
CFP®
Jonathan McAlister, CFP® is a financial fiduciary at Kimery Wealth Management. Jonathan McAlister, CFP® has been a Paladin Registry member since 2020 and serves clinets in Memphis, Tennessee.
Jonathan holds Certified Financial Planner and has over 8 years of experience.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
8 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Wealth Management

    Name(s) of Custodian(s):

  • TD Ameritrade

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Scott Buell

Scott Buell
Scott Buell is a financial fiduciary at Scott Buell . Scott Buell has been a Paladin Registry member since 2020 and serves clinets in Brentwood, Tennessee.

Additional Information:

    Fee Structure

  • Fixed Fee

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

D Anthony Wright

D Anthony Wright
D Anthony Wright is a financial fiduciary at D Anthony Wright . D Anthony Wright has been a Paladin Registry member since 2021 and serves clinets in Cookeville, Tennessee.
D Anthony Wright has 12 years of experience as Financial fiduciary.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Asset-Based Fee
  • Fixed Fee

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Kevin S Proffitt

Kevin S Proffitt
CFP® CLU® ChFC®
Kevin S Proffitt is a financial fiduciary at Kevin S Proffitt . Kevin S Proffitt has been a Paladin Registry member since 2021 and serves clinets in Knoxville, Tennessee.

Kevin holds Certified Financial Planner , Chartered Life Underwriter , Chartered Financial Consultant certifications and has over 33 years of experience.

Additional Information:

Years of Experience:
33 Years

    Fee Structure

  • Commissions (Investment Products)
  • Asset-Based Fee

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Katie Centofonti

Katie Centofonti
Katie Centofonti is a financial fiduciary at Katie Centofonti . Katie Centofonti has been a Paladin Registry member since 2021 and serves clinets in Franklin, Tennessee.

Additional Information:

    Fee Structure

  • Commissions (Investment Products)
  • Asset-Based Fee

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Jordan Wedell

Jordan Wedell
Jordan Wedell is a financial fiduciary at Jordan Wedell . Jordan Wedell has been a Paladin Registry member since 2021 and serves clinets in Franklin, Tennessee.

Additional Information:

    Fee Structure

  • Commissions (Investment Products)
  • Asset-Based Fee

Paladin Registry 5 Stars

This advisor or firm is a vetted, documented member of the Paladin Registry.

Advisors and firms must meet Paladin’s rigorous admittance requirements to qualify for membership in the Registry.

Paladin provides free information services to investors who rely on planners and investment advisors to help them achieve their financial goals. Paladin is the only SEC registered firm that vets, validates, and documents the quality of financial professionals and firms (since 2003).

Travis Cullman

Travis Cullman
Travis Cullman is a financial fiduciary at Travis Cullman . Travis Cullman has been a Paladin Registry member since 2021 and serves clinets in Knoxville, Tennessee.

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

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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