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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 can 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 20, 2024Tennessee has 8 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 210 non-vetted advisors in your local area. These retirement advisors in Tennessee have an average of 18 years of experience.
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List of Qualified Retirement Planning Advisors in Tennessee
VERIFIEDBud Milligan
CRPC®, MBA, CRPC®
Milligan Wealth Management
Qualifications
CRD# 5862241
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth 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, Insurance Products & Annuities.
Compensation/Fee
Fee-Based, Commissions, Flat Fee, Based on Assets
VERIFIEDJacob Bauchmann
CFP®, CFA®
LPL Financial
Qualifications
CRD# 5692581
Firm CRD# 6413
Series 7, 24, 66
Minimum Assets Required
$100,000
Advisory Services:
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Planning for Individuals, Investment Advice & Management.
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
VERIFIEDGabriel Talley
CFP®
Edelman Financial Engines, LLC
Qualifications
CRD# 6123199
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Fee-Based
VERIFIEDTravis 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
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
VERIFIED Qualifications
CRD# 6577968
Firm CRD# 4173
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified.
Compensation/Fee
Not Specified
VERIFIED 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
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 | ALLIANCEBERNSTEIN L.P. 501 Commerce Street, Nashville, TN, 37203 | $582,388,000,000 | 58634 | 4134 | A Percentage of AUM, Subscription Fees, Fixed Fees, Commission Based, Performance Based |
| 2 | NEPHILA ADVISORS LLC 3811 Bedford Avenue, Suite 101 Nashville, TN, 37215 | $18,829,944,477 | 44 | 39 | Other (COST + 10%) |
| 3 | FIRST HORIZON ADVISORS, INC 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117 | $11,300,952,063 | 9360 | 224 | A Percentage of AUM, Fixed Fees |
| 4 | ARCLINE INVESTMENT MANAGEMENT LP 3803 Bedford Avenue, Suite No. 106 Nashville, TN, 37215-2564 | $10,041,415,942 | 9 | 46 | A Percentage of AUM, Performance Based |
| 5 | GERBER/TAYLOR MANAGEMENT LLC 40 South Main Street, Suite 1900 Memphis, TN, 38103 | $9,208,094,171 | 220 | 41 | A Percentage of AUM, Fixed Fees, Performance Based |
| 6 | B. RILEY WEALTH ADVISORS, INC. 40 S. Main St., Suite 1800 Memphis, TN, 38103 | $6,884,819,404 | 20323 | 503 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 7 | SOUTHEASTERN ASSET MANAGEMENT INC. 6410 Poplar Ave., Ste. 900, Memphis, TN, 38119-4843 | $5,479,257,682 | 49 | 37 | A Percentage of AUM, Performance Based |
| 8 | INTEROCEAN CAPITAL 150 4th Avenue North, Suite 1410 Nashville, TN, 37219 | $5,339,057,409 | 7253 | 33 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (REVENUE SHARING WITH OUR AFFILIATES, FRS & FTCS (SEE SCHEDULE D)) |
| 9 | GSV EQUITY HOLDINGS, LLC 2035 Lakeside Centre Way, Suite 200, Knoxville, TN, 37922 | $5,280,060,732 | 13 | 32 | Other (CARRIED INTEREST) |
| 10 | SAGESPRING WEALTH PARTNERS 801 Crescent Centre Drive, Suite 600 Franklin, TN, 37067 | $4,277,447,071 | 27053 | 170 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | WEAVER C. BARKSDALE & ASSOCIATES, INC. One Burton Hills Blvd, Suite 100, Nashville, TN, 37215-6104 | $3,725,518,751 | 135 | 11 | A Percentage of AUM |
| 12 | HIGHLAND CAPITAL MANAGEMENT, LLC 850 Ridge Lake Blvd, Suite 205 Memphis, TN, 38120 | $3,100,659,199 | 953 | 20 | A Percentage of AUM, Performance Based, Other (SUBSCRIPTION FEES) |
| 13 | POINTER MANAGEMENT, LLC 832 Georgia Avenue, Suite 1100 Chattanooga, TN, 37402 | $3,100,577,425 | 6 | 16 | A Percentage of AUM, Performance Based |
| 14 | PRINCIPAL STREET PARTNERS, LLC 949 Shady Grove Rd South, Suite 402 Memphis, TN, 38120 | $2,780,152,172 | 99 | 13 | A Percentage of AUM, Performance Based |
| 15 | THOROUGHBRED FINANCIAL SERVICES, LLC 5110 Maryland Way, Suite 300, Brentwood, TN, 37027-7508 | $2,440,440,866 | 6087 | 33 | A Percentage of AUM, Fixed Fees |
Information on Top Retirement Planning firms in Tennessee
QualificationsFirm CRD# 108477
Assets Under Management $582,388,000,000
No. Of Clients58634
Clients Per Financial Advisor14
ALLIANCEBERNSTEIN L.P. is a financial advisory firm situated in Nashville, Tennessee. With a nearly $582B assets under management, the firm specializes in crafting personalized retirement planning solutions for 58634 clients. The team consists of 4134 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
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
- Publication of periodicals or Newsleters
QualificationsFirm CRD# 156905
Assets Under Management $18,829,944,477
No. Of Clients44
Clients Per Financial Advisor1
NEPHILA ADVISORS LLC is a financial advisory firm situated in Nashville, Tennessee. With a nearly $19B assets under management, the firm specializes in crafting personalized retirement planning solutions for 44 clients. The team consists of 39 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Other (COST + 10%)
Financial Planning Services
QualificationsFirm CRD# 17117
Assets Under Management $11,300,952,063
No. Of Clients9360
Clients Per Financial Advisor42
FIRST HORIZON ADVISORS, INC is a financial advisory firm situated in Memphis, Tennessee. With a nearly $11B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9360 clients. The team consists of 224 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 299352
Assets Under Management $10,041,415,942
No. Of Clients9
Clients Per Financial Advisor0
ARCLINE INVESTMENT MANAGEMENT LP is a financial advisory firm situated in Nashville, Tennessee. With a nearly $10B assets under management, the firm specializes in crafting personalized retirement planning solutions for 9 clients. The team consists of 46 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
QualificationsFirm CRD# 109319
Assets Under Management $9,208,094,171
No. Of Clients220
Clients Per Financial Advisor5
GERBER/TAYLOR MANAGEMENT LLC is a financial advisory firm situated in Memphis, Tennessee. With a nearly $9B assets under management, the firm specializes in crafting personalized retirement planning solutions for 220 clients. The team consists of 41 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 115927
Assets Under Management $6,884,819,404
No. Of Clients20323
Clients Per Financial Advisor40
B. RILEY WEALTH ADVISORS, INC. is a financial advisory firm situated in Memphis, Tennessee. With a nearly $7B assets under management, the firm specializes in crafting personalized retirement planning solutions for 20323 clients. The team consists of 503 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Educational Seminars/ Workshops
QualificationsFirm CRD# 105276
Assets Under Management $5,479,257,682
No. Of Clients49
Clients Per Financial Advisor1
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 37 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
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 310369
Assets Under Management $5,339,057,409
No. Of Clients7253
Clients Per Financial Advisor220
INTEROCEAN CAPITAL is a financial advisory firm situated in Nashville, Tennessee. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 7253 clients. The team consists of 33 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A Percentage of AUM
- Hourly charges
- Fixed Fees
- Other (REVENUE SHARING WITH OUR AFFILIATES
- FRS & FTCS (SEE SCHEDULE D))
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 322865
Assets Under Management $5,280,060,732
No. Of Clients13
Clients Per Financial Advisor0
GSV EQUITY HOLDINGS, LLC is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 clients. The team consists of 32 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
QualificationsFirm CRD# 283515
Assets Under Management $4,277,447,071
No. Of Clients27053
Clients Per Financial Advisor159
SAGESPRING WEALTH PARTNERS is a financial advisory firm situated in Franklin, Tennessee. With a nearly $4B assets under management, the firm specializes in crafting personalized retirement planning solutions for 27053 clients. The team consists of 170 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
- Portfolio Management for Individuals
QualificationsFirm CRD# 105098
Assets Under Management $3,725,518,751
No. Of Clients135
Clients Per Financial Advisor12
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 11 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
- Portfolio Management for Business
QualificationsFirm CRD# 104842
Assets Under Management $3,100,659,199
No. Of Clients953
Clients Per Financial Advisor48
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 953 clients. The team consists of 20 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
- Portfolio Management for Business
QualificationsFirm CRD# 156810
Assets Under Management $3,100,577,425
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
QualificationsFirm CRD# 285485
Assets Under Management $2,780,152,172
No. Of Clients99
Clients Per Financial Advisor8
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 99 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
- Performance Based
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Investment
- Portfolio Management for pooled Investment
QualificationsFirm CRD# 47893
Assets Under Management $2,440,440,866
No. Of Clients6087
Clients Per Financial Advisor184
THOROUGHBRED FINANCIAL SERVICES, LLC is a financial advisory firm situated in Brentwood, Tennessee. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 6087 clients. The team consists of 33 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Selection of Other Advisors
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 Chattanooga, Tennessee
- Retirement Planners in Franklin, Tennessee
- Retirement Planners in Kingsport, Tennessee
Looking for more choices? Use our free match service to compare retirement planners serving your area.