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Top Rated Financial Advisors in Knoxville, 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 Knoxville, 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 Knoxville, 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 Knoxville, 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.

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)

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:

Glenn Wessel

Wessel Investment Counsel, L.L.C.
CFA® CPA CFP®
Glenn Wessel, a financial fiduciary, has been a Paladin Registry member since 2005. Glenn is the owner of Wessel Investment Counsel, L.L.C. Glenn holds Chartered Financial Analyst , Certified Public Accountant , Certified Financial Planner certifications. Glenn has over 32 years of experience. Glenn has over 17 years of experience with Wessel Investment Counsel, L.L.C. firm. Glenn provides financial services to clients in the Asheville, North Carolina area.
  • State Licences:
  • Financial Advice, Services for Fees: North Carolina
  • Investment Products for Commission: Not Applicable
  • Insurance Products for Commission: Not Applicable

Additional Information:

Years of Experience:
32 Years

    Fee Structure

  • Hourly Fee
  • Fixed Fee
  • Asset-Based Fee

    Financial Services Provided:

  • Financial Planning
  • Investment Advice & Management
  • Other
  • Portfolio Management
  • Retirement Planning
  • 401K Rollovers
  • View More
    • Financial Advice & Consulting
    • Financial Planning for Individuals

    Name(s) of Custodian(s):

  • Shareholders Service Group, Inc. / Pershing, LLC

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

Steven Dick

Sapiat Asset Management, LLC
AAMS® AWMA® CFP® ChFC® CRPS®
Steven Dick, a financial fiduciary, has been a Paladin Registry member since 2019. Steven is the owner of Sapiat Asset Management, LLC. Steven holds Accredited Asset Management Specialist , Accredited Wealth Management Advisor , Certified Financial Planner , Chartered Financial Consultant , Chartered Retirement Plans Specialist certifications. Steven has over 20 years of experience. Steven provides financial services to clients in the Greeneville, Tennessee area.

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

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

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.