Directory of Professional Retirement Planners
National Coverage
Local Professionals
matched to your specific needs
No obligation to hire
Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
Find Retirement Advisors for Retirement Planning in Tennessee
While moving closer to retirement, the focus shifts to savings. However, without solid retirement planning, the transition into life after paid work ends can be confusing and seem uncertain. At this crossroad, you would find yourself battling a few 'life' questions such as:
1. Is it the right time to retire?
2. Will I be able to lead a decent lifestyle with my current savings?
3. How much money should I withdraw from my investments so that I have enough money left in my account?
4. How to handle my 401k rollover and IRA?
A retirement planner can help you walk through this journey of planning your finances. A retirement financial planner can answer all your doubts and build financial strategies.
Among the top retirement financial planners in Tennessee, we have a list of vetted experienced & certified professionals to help you find the best retirement planners for your requirements near you.
Finding the Best Retirement Planners in Tennessee
Last Updated - July 22, 2025Tennessee has 7 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 214 non-vetted advisors in your local area. These retirement advisors in Tennessee have an average of 24 years of experience.
HELP ME FIND MY PLANNER
List of Qualified Retirement Planning Advisors in Tennessee
VERIFIEDJesse Loveday
CRPC®
Visionary Horizons Wealth Management
Qualifications
CRD# 6904492
Firm CRD# 6413
Series 6, 7, 63, 65
Minimum Assets Required
Not Specified
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Estate Planning & Trusts, Insurance Products & Annuities
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDRuss Kefauver
AWMA®, CRPC®
Kefauver Financial Planning & Wealth Management
Qualifications
CRD# 5295768
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$100,000
Advisory Services:
Not Specified
Compensation/Fee
Fee-Based, Flat Fee, Based on Assets
VERIFIEDTravis Cullman
CFP®, CPFA
SageSpring Wealth Partners
Qualifications
CRD# 6153106
Firm CRD# 283515
Series 65
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee, Based on Assets
VERIFIEDFlagship Financial Advisors
CMFC®, CRPC®, AAMS®, AIF®
Qualifications
Firm CRD# 283816
Series 6, 7, 31, 65, 66
Minimum Assets Required
$50,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Education Funding and Planning, Financial Advice & Consulting, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts
Compensation/Fee
Fee-Only, Flat Fee
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
VERIFIEDQualifications
Firm CRD# 145536
Series 65
Minimum Assets Required
$250,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Investment Advice & Management
Compensation/Fee
Based on Assets
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Tennessee (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 501 Commerce Street, Nashville, TN, 37203 | $651,482,000,000 | 62140 | 4565 | A percentage of AUM, Subscription fees, Fixed fees, Commission Based, Performance Based |
| 2 | 3811 Bedford Avenue, Suite 101 Nashville, TN, 37215 | $14,371,072,726 | 37 | 37 | Other (COST + 10%) |
| 3 | 3803 Bedford Avenue, Suite No. 106 Nashville, TN, 37215-2564 | $13,961,190,744 | 9 | 48 | A percentage of AUM, Performance Based |
| 4 | 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117 | $12,356,541,464 | 8945 | 236 | A percentage of AUM, Fixed fees |
| 5 | 40 South Main Street, Suite 1900 Memphis, TN, 38103 | $10,409,129,905 | 208 | 42 | A percentage of AUM, Fixed fees, Performance Based |
| 6 | 40 S. Main St., Suite 1800 Memphis, TN, 38103 | $7,645,255,735 | 20038 | 457 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 2035 Lakeside Centre Way, Suite 200, Knoxville, TN, 37922 | $5,914,756,890 | 15 | 35 | Other (CARRIED INTEREST) |
| 8 | 801 Crescent Centre Drive, Suite 600 Franklin, TN, 37067 | $5,502,859,482 | 28921 | 173 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 5100 Poplar Ave, Suite 2450, Memphis, TN, 38137-4000 | $5,271,901,660 | 49 | 25 | A percentage of AUM, Performance Based |
| 10 | 501 Commerce Street, Nashville, TN, 37203 | $3,707,000,000 | 33 | 0 | A percentage of AUM, Subscription fees, Fixed fees, Commission Based, Performance Based, Other (SEE SCHEDULE D, MISCELLANEOUS) |
| 11 | 40 Burton Hills Blvd, Suite 230 Nashville, TN, 37215-6104 | $3,592,626,047 | 135 | 13 | A percentage of AUM |
| 12 | 850 Ridge Lake Blvd, Suite 205 Memphis, TN, 38120 | $3,409,849,227 | 1038 | 19 | A percentage of AUM, Performance Based, Other (SUBSCRIPTION FEES) |
| 13 | 832 Georgia Avenue, Suite 1100 Chattanooga, TN, 37402 | $3,036,041,800 | 6 | 16 | A percentage of AUM, Performance Based |
| 14 | 5110 Maryland Way, Suite 300, Brentwood, TN, 37027-7508 | $2,913,693,892 | 6330 | 34 | A percentage of AUM, Fixed fees, Commission Based |
| 15 | 999 Shady Grove Rd South, Suite 105 Memphis, TN, 38120 | $2,872,187,942 | 724 | 12 | A percentage of AUM, Fixed fees, Performance Based, Other (12B-1 FEES) |
Information on Top Retirement Planning firms in Tennessee
QualificationsFirm CRD# 108477
Assets Under Management $651,482,000,000
No. Of Clients62140
Clients Per Financial Advisor14
ALLIANCEBERNSTEIN L.P. is a financial advisory firm situated in Nashville, Tennessee. With a nearly $651B assets under management, the firm specializes in crafting personalized retirement planning solutions for 62140 clients. The team consists of 4565 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Subscription fees
- Fixed fees
- Commission Based
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Publication of periodicals and newsletters
- Other (ASSET ALLOCATION)
QualificationsFirm CRD# 156905
Assets Under Management $14,371,072,726
No. Of Clients37
Clients Per Financial Advisor1
NEPHILA ADVISORS LLC is a financial advisory firm situated in Nashville, Tennessee. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 37 clients. The team consists of 37 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (COST + 10%)
Financial Planning Services
- Other (NON-DISCRETIONARY SUB-ADVISORY SERVICES FOR AN AFFILIATED INVESTMENT ADVISER IN RESPECT OF ITS CLIENTS)
QualificationsFirm CRD# 299352
Assets Under Management $13,961,190,744
No. Of Clients9
Clients Per Financial Advisor0
ARCLINE INVESTMENT MANAGEMENT LP is a financial advisory firm situated in Nashville, Tennessee. With a nearly $14B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 48 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 17117
Assets Under Management $12,356,541,464
No. Of Clients8945
Clients Per Financial Advisor38
FIRST HORIZON ADVISORS, INC is a financial advisory firm situated in Memphis, Tennessee. With a nearly $12B assets under management, the firm specializes in crafting personalized retirement planning solutions for 8945 clients. The team consists of 236 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 109319
Assets Under Management $10,409,129,905
No. Of Clients208
Clients Per Financial Advisor5
GERBER/TAYLOR MANAGEMENT LLC is a financial advisory firm situated in Memphis, Tennessee. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 208 clients. The team consists of 42 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Selection for other advisors
QualificationsFirm CRD# 115927
Assets Under Management $7,645,255,735
No. Of Clients20038
Clients Per Financial Advisor44
B. RILEY WEALTH ADVISORS, INC. is a financial advisory firm situated in Memphis, Tennessee. With a nearly $8B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20038 clients. The team consists of 457 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Education seminars/workshops
QualificationsFirm CRD# 322865
Assets Under Management $5,914,756,890
No. Of Clients15
Clients Per Financial Advisor0
GSV EQUITY HOLDINGS, LLC is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 35 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (CARRIED INTEREST)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 283515
Assets Under Management $5,502,859,482
No. Of Clients28921
Clients Per Financial Advisor167
SAGESPRING WEALTH PARTNERS is a financial advisory firm situated in Franklin, Tennessee. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 28921 clients. The team consists of 173 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
QualificationsFirm CRD# 105276
Assets Under Management $5,271,901,660
No. Of Clients49
Clients Per Financial Advisor2
SOUTHEASTERN ASSET MANAGEMENT INC. is a financial advisory firm situated in Memphis, Tennessee. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 49 clients. The team consists of 25 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 104474
Assets Under Management $3,707,000,000
No. Of Clients33
Clients Per Financial AdvisorInfinity
SANFORD C. BERNSTEIN & CO., LLC is a financial advisory firm situated in Nashville, Tennessee. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 33 clients. The team consists of 0 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Subscription fees
- Fixed fees
- Commission Based
- Performance Based
- Other (SEE SCHEDULE D
- MISCELLANEOUS)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 105098
Assets Under Management $3,592,626,047
No. Of Clients135
Clients Per Financial Advisor10
WEAVER C. BARKSDALE & ASSOCIATES, INC. is a financial advisory firm situated in Nashville, Tennessee. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 135 clients. The team consists of 13 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 104842
Assets Under Management $3,409,849,227
No. Of Clients1038
Clients Per Financial Advisor55
HIGHLAND CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Memphis, Tennessee. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1038 clients. The team consists of 19 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
- Other (SUBSCRIPTION FEES)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Other (401K INVESTMENT MANAGEMENT, PROVISION OF TRADING SIGNALS)
QualificationsFirm CRD# 156810
Assets Under Management $3,036,041,800
No. Of Clients6
Clients Per Financial Advisor0
POINTER MANAGEMENT, LLC is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6 clients. The team consists of 16 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Performance Based
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 47893
Assets Under Management $2,913,693,892
No. Of Clients6330
Clients Per Financial Advisor186
THOROUGHBRED FINANCIAL SERVICES, LLC is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6330 clients. The team consists of 34 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection for other advisors
QualificationsFirm CRD# 285485
Assets Under Management $2,872,187,942
No. Of Clients724
Clients Per Financial Advisor60
PRINCIPAL STREET PARTNERS, LLC is a financial advisory firm situated in Memphis, Tennessee. With a nearly $3B assets under management, the firm specializes in crafting personalized retirement planning solutions for 724 clients. The team consists of 12 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Fixed fees
- Performance Based
- Other (12B-1 FEES)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for investment companies
- Portfolio management for pooled investment vehicles
- Other (INVESTMENT MODELS TO OTHER INVESTMENT ADVISERS)
Retirement Planners Near You
Seeking Retirement Planners in a nearby city? Here are some additional lists of top Retirement Planners in the area:
- Retirement Planners in Brentwood, Tennessee
- Retirement Planners in Franklin, Tennessee
- Retirement Planners in Knoxville, Tennessee
- Retirement Planners in Maryville, Tennessee
Looking for more choices? Use our free match service to compare retirement planners serving your area.