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Find Retirement Advisors for Retirement Planning in Athens, Tennessee

With so many financial products and solutions available in the market, it is a daunting task to choose the best one for you. We have over 20 years of experience in finding the best financial planner as per your requirements in the field of retirement planning. Our vetted certified retirement financial planners can help you plan for your dream retirement.

All our retirement planners go through rigorous industry experience, disclosures, and registration checks. Our qualified retirement planners are specialized in investment management, insurance advisory, 401k rollovers, and estate planning. Their work experience ranges from being part of small independent firms to Fortune 500 companies.

Finding the Best Retirement Planners in Athens, Tennessee

Last Updated - April 25, 2025

Athens has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 1 non-vetted advisors in your local area. These retirement advisors in Athens, Tennessee have an average of 12 years of experience.

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List of Qualified Retirement Planning Advisors in Athens, Tennessee

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

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
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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Top 1 Retirement Planning firms in Athens, Tennessee (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

1 West College St, Suite 4
Athens, TN, 37303
$301,855,2625979
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Athens, Tennessee

QualificationsFirm CRD# 286098

Assets Under Management $301,855,262

No. Of Clients597

Clients Per Financial Advisor66

CAPITAL SQUARE, LLC is a financial advisory firm situated in Athens, Tennessee. With a nearly $302M assets under management, the firm specializes in crafting personalized retirement planning solutions for 597 clients. The team consists of 9 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
  • Education seminars/workshops
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