Find a Financial Planner in Knoxville, TN

 

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We Only Work With The Best Knoxville Financial Advisors


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

3rd Party Rankings

Our partners have been recognized by some of the best media publication sources like Financial Times, Investor.com, Forbes, and Barron’s

Conflict Free

Our partners will also never sell proprietary investment products

Experience

All leads will be connected with a firm who has been in business for 20+ years

Education & Designations

All leads will be given to a certified CFP with designation from FINRA

Trustworthiness

All of our partners are credible — No conflicts of interest and no disciplinary history

 

Our Process for Choosing
An Independent Financial Advisor in Knoxville, TN


  • Financial Advisor Close to Knoxville, 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

 

How Can a CFP® in Knoxville Help You?

Wealth management is a type of financial planning that incorporates many other financial services. Catering to high-net-worth individuals in the Knoxville area, wealth managers seek to build comprehensive wealth for their clients through a variety of vehicles, including investments, retirement planning, estate planning, asset management, tax planning, and more.
Personal financial planners work with their clients to create strategies for both short-term and long-term financial improvement. Financial planners in Knoxville typically take a holistic approach, centered on advice and planning, offering management services for taxes, retirement accounts, or investments.
16.7% of Knoxville's population is of retirement age (62 years and older). For those individuals, the goal of retirement planning is to create a source of income for one’s retirement years. It starts with determining an individual’s retirement goals and then lays out a financial strategy to accomplish them. In the Knoxville area, this strategy might include income and expense planning, savings strategies, investing advice, and asset and risk management.
Estate planning names the beneficiaries of your estate upon death and who has the responsibility to make healthcare and financial decisions on your behalf if you are incapacitated during life. A comprehensive estate plan includes a living will and other types of legal documentation as needed to achieve its intended outcome. In the Knoxville area, qualified financial professionals--like financial advisors--offer estate planning services.
Business financial planning sets out the financial path a company takes to achieve its goals over a stated timeline. Business financial planning can be very granular, addressing specific projections for business expansion, equipment needs, staffing, resources, cash flow, and financing options in the Knoxville area.
Through tax planning, clients can strategize how best to minimize their tax payments through deductions and write-offs. Tax planning in the Knoxville area is generally long-term and performed with the help of a qualified planner. Tax planning strategies will differ depending on depending on where you live. Tennessee has unique laws defining which actions trigger a taxable event and has the 2nd lowest total tax burden in the U.S., including income, property, and sales tax.
Transition planning for divorce or loss of a spouse is a service offered by many financial advisors, planners, and other professionals in the Knoxville area. Typically, it includes updating wills and trusts, evaluating life insurances, long-term care arrangements, and creating inventories of bills, financial accounts, and other interests.
Debt consolidation and management typically involves rolling several loans into a single loan with better financing terms, such as a lower monthly payment or interest rate. Debt consolidation is a popular strategy for advisors in the Knoxville area when dealing with high-interest credit card debt and private student loans.

 

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

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

  • Population: 186,173
  • % of Population 62 Years and Over: 16.7%
  • Average Home Value: $140,500
  • Average Monthly Housing Cost: $851
  • Average Household Income: $58,801
  • 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 Knoxville, TN


MARTIN & COMPANY INVESTMENT COUNSEL

Website

(865) 541-4747

Two Centre Square, Suite 200
625 South Gay St
Knoxville, TN 37902

SEC#: 801-55241
Years in Business: 23 years

NBZ INVESTMENT ADVISORS, LLC

Website

(865) 584-1184

6322 Deane Hill Drive

Knoxville, TN 37919

SEC#: 801-62087
Years in Business: 18 years

PATRIOT INVESTMENT MANAGEMENT GROUP INC

Website

(865) 777-2479

9721 Cogdill Road
Suite 101
Knoxville, TN 37932

SEC#: 801-55500
Years in Business: 23 years

CTM FINANCIAL, LLC

Website

(865) 777-2325

10107 Sherrill Blvd

Knoxville, TN 37932

SEC#: 801-113370
Years in Business: 3 years

KNOX WEALTH PARTNERS ADVISORY

Website

(865) 291-2422

10710 Murdock Drive
Suite 101
Knoxville, TN 37932

SEC#: 801-110743
Years in Business: 4 years

THE NALLS SHERBAKOFF GROUP, LLC

Website

(865) 691-0898

9724 Kingston Pike
Suite 704
Knoxville, TN 37922

SEC#: 801-107462
Years in Business: 5 years

ASSET PLANNING CORPORATION

Website

(865) 690-1231

234 S. Peters Rd.
Suite 102
Knoxville, TN 37923

SEC#: 801-11448
Years in Business: 45 years

MOON CAPITAL MANAGEMENT, LLC

Website

(865) 546-1234

900 South Gay Street
Suite 2103
Knoxville, TN 37902

SEC#: 801-49240
Years in Business: 26 years

TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC

Website

(865) 226-9982

6025 Brookvale Lane
Suite 160
Knoxville, TN 37919

SEC#: 801-96325
Years in Business: 6 years

VISIONARY HORIZONS, LLC

Website

(865) 675-8496

620 Mabry Hood Rd
Suite 102
Knoxville, TN 37932

SEC#: 801-79890
Years in Business: 7 years