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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 - April 24, 2025

Tennessee has 6 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 25 years of experience.

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List of Qualified Retirement Planning Advisors in Tennessee

advisor
vector.svg VERIFIED

Russ 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

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advisor
vector.svg VERIFIED

Travis Cullman
CFP®, CPFA
SageSpring Wealth Partners

Qualifications
CRD# 6153106
Firm CRD# 6694
Series 7, 66

Minimum Assets Required
$100,000

Advisory Services:

Not Specified

Compensation/Fee

Fee-Based

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advisor
vector.svg VERIFIED

Flagship 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

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

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advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
advisor

Qualifications
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

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Top 15 Retirement Planning firms in Tennessee (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

501 Commerce Street,
Nashville, TN, 37203
$651,482,000,000621404565
A percentage of AUM, Subscription fees, Fixed fees, Commission Based, Performance Based
2

3811 Bedford Avenue, Suite 101
Nashville, TN, 37215
$14,371,072,7263737
Other (COST + 10%)
3

3803 Bedford Avenue, Suite No. 106
Nashville, TN, 37215-2564
$13,961,190,744948
A percentage of AUM, Performance Based
4

4990 Poplar Avenue, 3rd Floor
Memphis, TN, 38117
$12,356,541,4648945236
A percentage of AUM, Fixed fees
5

40 South Main Street, Suite 1900
Memphis, TN, 38103
$10,409,129,90520842
A percentage of AUM, Fixed fees, Performance Based
6

40 S. Main St., Suite 1800
Memphis, TN, 38103
$7,645,255,73520038457
A percentage of AUM, Hourly charges, Fixed fees
7

2035 Lakeside Centre Way, Suite 200,
Knoxville, TN, 37922
$5,914,756,8901535
Other (CARRIED INTEREST)
8

801 Crescent Centre Drive, Suite 600
Franklin, TN, 37067
$5,502,859,48228921173
A percentage of AUM, Hourly charges, Fixed fees
9

5100 Poplar Ave, Suite 2450,
Memphis, TN, 38137-4000
$5,271,901,6604925
A percentage of AUM, Performance Based
10

501 Commerce Street,
Nashville, TN, 37203
$3,707,000,000330
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
$3,592,626,04713513
A percentage of AUM
12

850 Ridge Lake Blvd, Suite 205
Memphis, TN, 38120
$3,409,849,227103819
A percentage of AUM, Performance Based, Other (SUBSCRIPTION FEES)
13

832 Georgia Avenue, Suite 1100
Chattanooga, TN, 37402
$3,036,041,800616
A percentage of AUM, Performance Based
14

5110 Maryland Way, Suite 300,
Brentwood, TN, 37027-7508
$2,913,693,892633034
A percentage of AUM, Fixed fees, Commission Based
15

999 Shady Grove Rd South, Suite 105
Memphis, TN, 38120
$2,872,187,94272412
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)
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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)
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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
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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
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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
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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
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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
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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
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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
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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
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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
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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)
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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
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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
View Full Profile

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)
View Full Profile

Retirement Planners Near You

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