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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 - June 18, 2024

Tennessee has 7 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 23 years of experience.

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List of Qualified Retirement Planning Advisors in Tennessee

advisor-photo
vector.svg VERIFIED

Bud 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

advisor-photo
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

advisor-photo
vector.svg VERIFIED

Jeff Kernodle
Farther

Qualifications
CRD# 2948482
Firm CRD# 302050
Series 7, 24, 63, 65

Minimum Assets Required
Not Specified

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, Insurance Products & Annuities.

Compensation/Fee

Fee-Based, Flat Fee, Based on Assets

advisor-photo
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

advisor-photo
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

advisor-photo

Qualifications
CRD# 6577968
Firm CRD# 4173

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified.

Compensation/Fee

Not Specified

advisor-photo

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

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1
ALLIANCEBERNSTEIN L.P.
501 Commerce Street,
Nashville, TN, 37203
$582,388,000,000586344134
A Percentage of AUM, Subscription Fees, Fixed Fees, Commission Based, Performance Based
2
NEPHILA ADVISORS LLC
3811 Bedford Avenue, Suite 101
Nashville, TN, 37215
$18,829,944,4774439
Other (COST + 10%)
3
FIRST HORIZON ADVISORS, INC
4990 Poplar Avenue, 3rd Floor
Memphis, TN, 38117
$11,300,952,0639360224
A Percentage of AUM, Fixed Fees
4
ARCLINE INVESTMENT MANAGEMENT LP
3803 Bedford Avenue, Suite No. 106
Nashville, TN, 37215-2564
$10,041,415,942946
A Percentage of AUM, Performance Based
5
GERBER/TAYLOR MANAGEMENT LLC
40 South Main Street, Suite 1900
Memphis, TN, 38103
$9,208,094,17122041
A Percentage of AUM, Fixed Fees, Performance Based
6
B. RILEY WEALTH ADVISORS, INC.
40 S. Main St., Suite 1800
Memphis, TN, 38103
$6,884,819,40420323503
A Percentage of AUM, Hourly charges, Fixed Fees
7
SOUTHEASTERN ASSET MANAGEMENT INC.
6410 Poplar Ave., Ste. 900,
Memphis, TN, 38119-4843
$5,479,257,6824937
A Percentage of AUM, Performance Based
8
INTEROCEAN CAPITAL
150 4th Avenue North, Suite 1410
Nashville, TN, 37219
$5,339,057,409725333
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
$5,280,060,7321332
Other (CARRIED INTEREST)
10
SAGESPRING WEALTH PARTNERS
801 Crescent Centre Drive, Suite 600
Franklin, TN, 37067
$4,277,447,07127053170
A Percentage of AUM, Hourly charges, Fixed Fees
11
WEAVER C. BARKSDALE & ASSOCIATES, INC.
One Burton Hills Blvd, Suite 100,
Nashville, TN, 37215-6104
$3,725,518,75113511
A Percentage of AUM
12
HIGHLAND CAPITAL MANAGEMENT, LLC
850 Ridge Lake Blvd, Suite 205
Memphis, TN, 38120
$3,100,659,19995320
A Percentage of AUM, Performance Based, Other (SUBSCRIPTION FEES)
13
POINTER MANAGEMENT, LLC
832 Georgia Avenue, Suite 1100
Chattanooga, TN, 37402
$3,100,577,425616
A Percentage of AUM, Performance Based
14
PRINCIPAL STREET PARTNERS, LLC
949 Shady Grove Rd South, Suite 402
Memphis, TN, 38120
$2,780,152,1729913
A Percentage of AUM, Performance Based
15
THOROUGHBRED FINANCIAL SERVICES, LLC
5110 Maryland Way, Suite 300,
Brentwood, TN, 37027-7508
$2,440,440,866608733
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
View Full Profile

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

    View Full Profile

    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
    View Full Profile

    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
    View Full Profile

    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
    View Full Profile

    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
    View Full Profile

    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
    View Full Profile

    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
    View Full Profile

    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
    View Full Profile

    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
    View Full Profile

    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
    View Full Profile

    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
    View Full Profile

    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
    View Full Profile

    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
    View Full Profile

    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
    View Full Profile

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