Find a Financial Advisor in Sullivan County, TN

 

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

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We Only Work With The Best Sullivan County 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 Sullivan County, TN


  • Financial Advisor Close to Sullivan 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 Sullivan 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 Sullivan County, TN

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

  • Population: 157,050
  • % of Population 62 Years and Over: 26.2%
  • Average Home Value: $151,200
  • Average Monthly Housing Cost: $648
  • Average Household Income: $66,012
  • 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 Sullivan County, TN

 

INTEGRITY CAPITAL MANAGEMENT

Website

(423) 230-4500

444 Clinchfield Street
Suite 302
Kingsport, TN 37660

SEC#: 801-70864
Years in Business: 11 years

ALDEBARAN FINANCIAL INC

Website

(423) 239-7535

4105 Fort Henry Drive
Suite 305
Kingsport, TN 37663

SEC#: 801-31093
Years in Business: 33 years

CWM, LLC

Website

(423) 282-8840

Six Sheridan Square, Suite #200

Kingsport, TN 37660

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(423) 282-8840

Six Sheridan Square, Suite #200

Kingsport, TN 37660

SEC#: 801-72037
Years in Business: 10 years

CARY STREET PARTNERS INVESTMENT ADVISORY LLC

Website

(276) 451-2138

2005 Venture Park
Suite 7
Kingsport, TN 37660

SEC#: 801-64239
Years in Business: 16 years

CWM, LLC

Website

(423) 282-8840

Six Sheridan Square, Suite #200

Kingsport, TN 37660

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(423) 282-8840

Six Sheridan Square, Suite #200

Kingsport, TN 37660

SEC#: 801-72037
Years in Business: 10 years

CWM, LLC

Website

(423) 282-8840

Six Sheridan Square, Suite #200

Kingsport, TN 37660

SEC#: 801-72037
Years in Business: 10 years

BCS WEALTH MANAGMENT, LLC

Website

(423) 246-1725

1361 South Wilcox Drive

Kingsport, TN 37660

SEC#: 801-60905
Years in Business: 19 years

 


Sullivan County, TN Financial Advisor FAQs

Some other important questions you might want to consider are whether they offer you covered bonds, whether they advise individual pension plans, what percentage of investments go into stocks and bonds vs money market funds, and if their performance numbers for the last 12 months are available for checking.
There are two types of financial advisors - fee-only or commission-based. Fee-only financial advisors charge a fixed annual fee for their services. Commission-based financial advisors usually work for firms that sell investments like stocks, bonds, mortgages etc
In addition to licensing, look into how much experience your potential advisor has and his/her areas of expertise.
Yes, absolutely. They guide you through your decisions and offer thoughts on potential implications. They study your current financial situation and help you reach your financial goals while taking into consideration the many factors that can affect the attainment of this goals.