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Top Rated Financial Advisors in Chattanooga, 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 Chattanooga, 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 Chattanooga, 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 Chattanooga, 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.

Richard Cox Sr

Cox Wealth Management, LLC
AEP® ATA CFP® ChFC® CLU® CKA®
Richard Cox Sr, a financial fiduciary, has been a Paladin Registry member since 2006. Richard holds Accredited Estate Planner® , Accredited Tax Advisor® , Certified Financial Planner , Chartered Financial Consultant , Chartered Life Underwriter , Certified Kingdom Advisor certifications. Richard has over 40 years of experience. Richard provides financial services to clients in the Chattanooga, Tennessee area.
  • 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

David Hultstrom

Financial Architects, LLC
CFA® CFP® ChFC® CAIA® CIMA® CPWA®
David Hultstrom, a financial fiduciary, has been a Paladin Registry member since 2004. David is the partner in Financial Architects, LLC. David holds Chartered Financial Analyst , Certified Financial Planner , Chartered Financial Consultant , Chartered Alternative Investment Analyst , Certified Investment Management Analyst , Certified Private Wealth Advisor certifications. David has over 18 years of experience. David provides financial services to clients in the Woodstock, Georgia area.
  • State Licences:
  • Financial Advice, Services for Fees: All 50 States

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $1,000,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Portfolio Management
  • Retirement Planning
  • Wealth Management
  • Financial Advice & Consulting
  • View More
    • Financial Planning for Individuals

    Name(s) of Custodian(s):

  • Charles Schwab

Alan McKnight

Kays Financial Advisory Corp
CFP® MBA
Alan McKnight, a financial fiduciary, has been a Paladin Registry member since 2014. Alan is the owner of Kays Financial Advisory Corp. Alan holds Certified Financial Planner , Master of Business Administration certifications. Alan has over 18 years of experience. Alan provides financial services to clients in the Atlanta, Georgia area.
  • State Licences:
  • Insurance Products for Commission: Georgia

Additional Information:

Years of Experience:
18 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $500,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management

    Name(s) of Custodian(s):

  • Charles Schwab & Company

Financial Engines Advisors

Edelman Financial Engines, LLC
Financial Engines Advisors, a financial fiduciary firm, has been a Paladin Registry member since 2014. Firm has over 25 years of experience. Financial Engines Advisors provides financial services to clients in the Overland Park, Kansas area.

Additional Information:

Years of Experience:
25 Years

    Fee Structure

  • Asset-Based Fee

    Asset Requirement: $50,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • Charles Schwab
  • Fidelity
  • TD Ameritrade

David Fountain

Fountain Financial Advisors, Inc
CFP®
David Fountain, a financial fiduciary, has been a Paladin Registry member since 2014. David holds a Certified Financial Planner certification. David has over 22 years of experience. David provides financial services to clients in the Cumming, Georgia area.
  • State Licences:
  • Financial Advice, Services for Fees: State List
    • Florida
    • Georgia
  • Investment Products for Commission: State List
    • Florida
    • Georgia
  • Insurance Products for Commission: State List
    • Florida
    • Georgia

Additional Information:

Years of Experience:
22 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $100,000

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • Pershing, LLC

Jason Landers

Keel Point
CFP®
Jason Landers, a financial fiduciary, has been a Paladin Registry member since 2018. Jason is the owner of Keel Point. Jason holds a Certified Financial Planner certification. Jason has over 21 years of experience. Jason provides financial services to clients in the Huntsville, Alabama area.

Additional Information:

Years of Experience:
21 Years

    Asset Requirement: $500,000

    Financial Services Provided:

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

Michael Stark

American Financial Advisors, LLC
Michael Stark, a financial fiduciary, has been a Paladin Registry member since 2019. Michael is the owner of American Financial Advisors, LLC. Michael has over 30 years of experience. Michael provides financial services to clients in the Marietta, Georgia area.
  • 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:
30 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Asset Requirement: $250,000

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Tax Advice and Services

    Name(s) of Custodian(s):

  • Charles Schwab & Co.
  • Fidelity
  • T.D. Ameritrade

Russ Kefauver

Kefauver Financial Planning & Wealth Management
AWMA® CRPC®
Russ Kefauver, a financial fiduciary, has been a Paladin Registry member since 2019. Russ holds Accredited Wealth Management Advisor , Chartered Retirement Planning Counselor certifications. Russ has over 13 years of experience. Russ provides financial services to clients in the Maryville, Tennessee area.
  • 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

D Anthony Wright

Retirement Specialty Group, Inc
D Anthony Wright, a financial fiduciary, has been a Paladin Registry member since 2021. D Anthony is the owner of Retirement Specialty Group, Inc. D Anthony has over 12 years of experience. D Anthony provides financial services to clients in the Cookeville, Tennessee area.

Additional Information:

Years of Experience:
12 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

Goodwin Investment Advisory

CFP®
Goodwin Investment Advisory, a financial fiduciary firm, has been a Paladin Registry member since 2021. Goodwin is the owner of Goodwin Investment Advisory. Goodwin holds a Certified Financial Planner certification and has over 18 years of experience. Goodwin Investment Advisory provides financial services to clients in the Woodstock, Georgia area.

Additional Information:

Years of Experience:
18 Years

    Asset Requirement: $100,000

    Financial Services Provided:

  • Tax Advice and Services
  • Portfolio Management
  • Retirement Planning
  • Risk Management
  • Financial Advice & Consulting
  • Financial Planning for Individuals
  • View More
    • Estate Planning & Trusts

Kevin S Proffitt

Axiom Wealth Management - Northwestern Mutual Private Client Group
CFP® CLU® ChFC®
Kevin S Proffitt, a financial fiduciary, has been a Paladin Registry member since 2021. Kevin is the owner of Axiom Wealth Management - Northwestern Mutual Private Client Group. Kevin holds Certified Financial Planner , Chartered Life Underwriter , Chartered Financial Consultant certifications. Kevin has over 33 years of experience. Kevin provides financial services to clients in the Knoxville, Tennessee area.

Additional Information:

Years of Experience:
33 Years

    Fee Structure

  • Asset-Based Fee
  • Commissions (Investment Products)

Michael Collopy

Veracity Capital, LLC
CFP®
Michael Collopy, a financial fiduciary, has been a Paladin Registry member since 2021. Michael is the owner of Veracity Capital, LLC. Michael holds a Certified Financial Planner certification. Michael has over 11 years of experience. Michael provides financial services to clients in the Atlanta, Georgia area.

Additional Information:

Years of Experience:
11 Years

    Fee Structure

  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

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

    Name(s) of Custodian(s):

  • Fidelity Investments

Travis Cullman

Southwestern Investment Advisory Services, Inc
Travis Cullman, a financial fiduciary, has been a Paladin Registry member since 2021. Travis is the owner of Southwestern Investment Advisory Services, Inc. Travis provides financial services to clients in the Knoxville, Tennessee area.

Additional Information:

BASIC INFORMATION NEEDED FOR THE INQUIRY

No additional advisor available.

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.