Find a Financial Advisor in Knoxville, TN

 

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We did the hard work of finding trustworthy partners 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 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 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

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

 


Knoxville, TN Financial Advisor FAQs

Ask about his/her area of specialization, previous experience, licenses, and fees.
Financial advisors' fees vary based on the complexity of your situation and what services they offer. The fee is typically a percentage of assets under management, so it will depend on how much money you have invested in order to calculate an accurate price.
The best way to find someone qualified would be going through the fiduciary advisors with FINRA registration. This will ensure that the financial advisor is working in place where there has been strict regulation put into place.
Professionals in this field offer a variety of different kinds of financial advice, which may include investment analysis, estate or retirement planning.