Find a Financial Advisor in Blount County, TN

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We did the hard work of finding trustworthy partners in Blount County, TN.

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We Only Work With The Best Blount County Financial Advisors


We Exclusively Work With Select Partner Firms Who Meet The Highest Standard of Excellence and Trust.

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Our partners have been recognized by some of the best media publication sources like Bloomberg, Wall Street Journal, Financial Times, Marketwatch, Forbes, Barron’s, and many more

Conflict Free

Our partners will never sell investment products they receive a commission from

Experience

All of our partners have been in business for 10+ years

Education & Designations

All of our partners are advisors who hold the proper designations from FINRA

Trustworthiness

All of our partners meet the highest standard of trust with no outstanding disciplinary history from the SEC

 

Our Process for Choosing
An Independent Financial Advisor in Blount County, TN


  • Financial Advisor Close to Blount County, TN

  • All Advisors Must Meet Fiduciary Standard

  • “Fee-Only” Compensation To Ensure Conflict-Free Advice

  • Exemplary Disciplinary History

  • Required Education and Designations

  • Expertise with Client’s Specific Needs

The Value of Working With the Best Financial Planners in Blount County, TN


A good financial planner can increase your returns by as much as 3% annually.

Vanguard

$2,010,221.91
Without Advisor

$4,643,687.46
With Advisor

Assuming $350k initial investment at 6% annual growth vs 9% annual growth for 30 years.

Find a Fee-Only Financial Planner Near Blount County, TN

We evaluated over 13,000 RIA firms to bring you the best of the best Blount County financial advisors.
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How Retirement-Friendly is Blount County, TN?

  • Population: 129,927
  • % of Population 62 Years and Over: 24%
  • Average Home Value: $189,700
  • Average Monthly Housing Cost: $805
  • Average Household Income: $75,873
  • Tennessee Total Tax Burden: 5.74% (2nd Lowest in U.S.)
  • Tennessee Property Tax: 1.70% (3rd Lowest in U.S.)
  • Tennessee Individual Income Tax: 0.08% (8th Lowest in U.S.)
  • Tennessee Sales and Excise Tax: 3.96% (14th Highest in U.S.)



The Top Financial Advisor Firms in Blount County, TN

 

EQUITA FINANCIAL NETWORK, INC.

Website

(858) 751-9074

1328 Perkins Street

Alcoa, TN 33701

SEC#: 801-120628
Years in Business: 1 years

 


Blount County, TN Financial Advisor FAQs

Blount County is located in the foothills of the Great Smoky Mountains, in east Tennessee. The county seat is Maryville. Blount County is bordered by Knox County to the north, Sevier County to the south, Monroe County to the east, and Loudon County to the west. The top employer in Blount County, Tennessee is the Alcoa Company, which employs over 4,000 people and has an annual revenue of over $2 billion. Blount County is most famous for the Chilhowee Mountain Range, which is part of the Great Smoky Mountains. The Chilhowee Mountain Range offers some of the best views in Blount County, and it's a popular spot for hiking, camping, and fishing. Blount County is also home to several small businesses and a few larger corporations, and it's a great place to live for a quiet, rural lifestyle. We've made it easier for you to connect to financial advisors by scouting only the best in Blount County, TN whose county seat is Maryville which is also the county's largest city. It is included in the Knoxville, Tennessee Metropolitan Statistical Area. Some of its adjacent counties are Knox County, TN in the north, Graham County, NC in the south, Sevier County, TN in the east, and Loudon County, TN in the west. The links below will help you find the best financial advisors working close to this area.

It's good to ask about the investment style that the advisor uses, if they use directed investments or portfolio management. You should also find out how your investments might benefit from a downturn and what their fees are like.

The majority of financial advisors are compensated in a commission or fee matrix.

It's important to take these three things into consideration before hiring a financial advisor: 1) what is the fee structure, 2) how much experience does he or she have, 3) does your investment philosophy align with theirs.

It is recommended to have an advisor assist in your financial matters for many reasons. For starters, you can use their skills to improve the efficiency of your investments. They will also have insight into which long-term investments are best suited for you based on your specific needs and goals.

Disclaimer: The above references an opinion and is for information purposes only. It is not intended to be investment advice. Seek a duly licensed professional for investment advice.