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Find Retirement Advisors for Retirement Planning in Tennessee, Hixson

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Top 2 Retirement Planning firms in Hixson, Tennessee (Ranked by AUM)

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

4700 Hixson Pike,
Hixson, TN, 37343-4806
$198,800,00010338
A percentage of AUM, Hourly charges, Fixed fees, Other (SHARE IN THIRD PARTY FEES)
2

5502 Hixson Pike, Suite G
Hixson, TN, 37343
$137,134,5783046
A percentage of AUM, Hourly charges, Fixed fees

Information on Top Retirement Planning firms in Hixson, Tennessee

QualificationsFirm CRD# 156135

Assets Under Management $198,800,000

No. Of Clients1033

Clients Per Financial Advisor129

INNOVATIVE ADVISORY PARTNERS, LLC is a financial advisory firm situated in Hixson, Tennessee. With a nearly $199M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1033 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
  • Other (SHARE IN THIRD PARTY FEES)

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
  • Education seminars/workshops
  • Other (CONSULTING)
View Full Profile

QualificationsFirm CRD# 148114

Assets Under Management $137,134,578

No. Of Clients304

Clients Per Financial Advisor51

BELLWETHER INVESTMENT GROUP, LLC is a financial advisory firm situated in Hixson, Tennessee. With a nearly $137M assets under management, the firm specializes in crafting personalized retirement planning solutions for 304 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

Financial Planning Services

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Selection for other advisors
View Full Profile

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