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Find Retirement Advisors for Retirement Planning in Tennessee, Chattanooga
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.
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Top 15 Retirement Planning firms in Chattanooga, Tennessee (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 832 Georgia Avenue, Suite 1100 Chattanooga, TN, 37402 | $3,036,041,800 | 6 | 16 | A percentage of AUM, Performance Based |
| 2 | 555 Walnut Street, Suite 280 Chattanooga, TN, 37402 | $1,933,601,275 | 2086 | 11 | A percentage of AUM, Fixed fees |
| 3 | 605 Chestnut Street, Suite 900 Chattanooga, TN, 37450 | $1,330,802,460 | 1545 | 24 | A percentage of AUM, Hourly charges, Fixed fees |
| 4 | 1181 King Street, Chattanooga, TN, 37403 | $1,067,726,190 | 2899 | 17 | A percentage of AUM, Hourly charges, Fixed fees |
| 5 | 1110 Market Street, Suite 402 Chattanooga, TN, 37402 | $962,529,153 | 12768 | 24 | A percentage of AUM, Fixed fees |
| 6 | 633 Chestnut Street, Suite 1640 Chattanooga, TN, 37450-1600 | $775,451,000 | 4 | 18 | Performance Based, Other (PERCENTAGE OF COMMITTED CAPITAL AND/OR INVESTED CAPITAL) |
| 7 | 832 Georgia Avenue, Suite 100 Chattanooga, TN, 37402 | $709,903,352 | 1357 | 5 | A percentage of AUM, Fixed fees |
| 8 | 832 Georgia Avenue, Suite 360 Chattanooga, TN, 37402 | $531,271,525 | 1267 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 9 | 715 Market Street, Suite 307 Chattanooga, TN, 37402 | $479,695,015 | 1009 | 3 | A percentage of AUM |
| 10 | 736 Market Street, Suite 1400 Chattanooga, TN, 37402 | $446,500,000 | 8 | 8 | A percentage of AUM, Performance Based |
| 11 | 250 Forest Avenue, Chattanooga, TN, 37405 | $427,313,547 | 247 | 17 | A percentage of AUM, Hourly charges, Fixed fees |
| 12 | 1206 Pointe Centre Drive, Suite 160 Chattanooga, TN, 37421 | $397,341,149 | 1360 | 6 | A percentage of AUM, Hourly charges, Fixed fees, Other (PERCENTAGE OF PLAN ASSETS) |
| 13 | 6151 Shallowford Road, Suite 102 Chattanooga, TN, 37421-7803 | $343,098,000 | 1152 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
| 14 | 3905 Saint Elmo Avenue, Chattanooga, TN, 37409-1239 | $285,520,661 | 319 | 6 | A percentage of AUM, Fixed fees |
| 15 | 3800 St. Elmo Ave., Suite 305 Chattanooga, TN, 37409 | $227,271,694 | 1331 | 8 | A percentage of AUM, Hourly charges, Fixed fees |
Information on Top Retirement Planning firms in Chattanooga, Tennessee
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# 105414
Assets Under Management $1,933,601,275
No. Of Clients2086
Clients Per Financial Advisor190
PATTEN AND PATTEN, INC. is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2086 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
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 281558
Assets Under Management $1,330,802,460
No. Of Clients1545
Clients Per Financial Advisor64
PATTON ALBERTSON MILLER GROUP, LLC is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1545 clients. The team consists of 24 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
- Other (CONSULTING AND SUB ADVISORY SERVICES, CASH MANAGEMENT SOLUTIONS)
QualificationsFirm CRD# 150843
Assets Under Management $1,067,726,190
No. Of Clients2899
Clients Per Financial Advisor171
HHM WEALTH ADVISORS, LLC is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2899 clients. The team consists of 17 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
QualificationsFirm CRD# 119081
Assets Under Management $962,529,153
No. Of Clients12768
Clients Per Financial Advisor532
FUTURE CAPITAL is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 12768 clients. The team consists of 24 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
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
- Publication of periodicals and newsletters
QualificationsFirm CRD# 158034
Assets Under Management $775,451,000
No. Of Clients4
Clients Per Financial Advisor0
RIVER ASSOCIATES INVESTMENTS (TN), LLC is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $775M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4 clients. The team consists of 18 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- Performance Based
- Other (PERCENTAGE OF COMMITTED CAPITAL AND/OR INVESTED CAPITAL)
Financial Planning Services
- Portfolio management for pooled investment vehicles
QualificationsFirm CRD# 165823
Assets Under Management $709,903,352
No. Of Clients1357
Clients Per Financial Advisor271
AM INVESTMENT STRATEGIES, LLC is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $710M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1357 clients. The team consists of 5 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
- Other (REPORTING/ACCOUNT ADMINISTRATIVE SERVICES)
QualificationsFirm CRD# 168255
Assets Under Management $531,271,525
No. Of Clients1267
Clients Per Financial Advisor127
THE PATTEN GROUP, INC. is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $531M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1267 clients. The team consists of 10 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
- Selection for other advisors
QualificationsFirm CRD# 167518
Assets Under Management $479,695,015
No. Of Clients1009
Clients Per Financial Advisor336
WEALTH PRESERVATION ADVISORS, LLC is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $480M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1009 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 157380
Assets Under Management $446,500,000
No. Of Clients8
Clients Per Financial Advisor1
TSW II CAPITAL ADVISORS, LLC is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $447M assets under management, the firm specializes in crafting personalized retirement planning solutions for 8 clients. The team consists of 8 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# 282565
Assets Under Management $427,313,547
No. Of Clients247
Clients Per Financial Advisor15
ACUMEN WEALTH ADVISORS, LLC is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $427M assets under management, the firm specializes in crafting personalized retirement planning solutions for 247 clients. The team consists of 17 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 pooled investment vehicles
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 149861
Assets Under Management $397,341,149
No. Of Clients1360
Clients Per Financial Advisor227
EVERGREEN ADVISORS, LLC is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $397M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1360 clients. The team consists of 6 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 (PERCENTAGE OF PLAN ASSETS)
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Pesnsion consulting services
- Other (GENERAL INVESTMENT CONSULTING)
QualificationsFirm CRD# 118668
Assets Under Management $343,098,000
No. Of Clients1152
Clients Per Financial Advisor115
GUARDIAN WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $343M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1152 clients. The team consists of 10 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
QualificationsFirm CRD# 105716
Assets Under Management $285,520,661
No. Of Clients319
Clients Per Financial Advisor53
BROOKS, MOORE & ASSOCIATES, INC. is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $286M assets under management, the firm specializes in crafting personalized retirement planning solutions for 319 clients. The team consists of 6 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
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 308569
Assets Under Management $227,271,694
No. Of Clients1331
Clients Per Financial Advisor166
APEX STRATEGIC WEALTH, LLC is a financial advisory firm situated in Chattanooga, Tennessee. With a nearly $227M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1331 clients. The team consists of 8 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
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.