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Find Retirement Advisors for Retirement Planning in Knoxville, 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 Knoxville, Tennessee
Last Updated - May 16, 2025Knoxville has 3 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 29 non-vetted advisors in your local area. These retirement advisors in Knoxville, Tennessee have an average of 12 years of experience.
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List of Qualified Retirement Planning Advisors in Knoxville, Tennessee
VERIFIEDQualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Advisory Services:
Not Specified
Compensation/Fee
Fee-Only, Based on Assets
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
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
Since 1998
Since 1998A BETTER WAY TO FIND THE RIGHT FINANCIAL ADVISOR
Top 15 Retirement Planning firms in Knoxville, Tennessee (Ranked by AUM)
| Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
|---|---|---|---|---|---|
| 1 | 2035 Lakeside Centre Way, Suite 200, Knoxville, TN, 37922 | $5,914,756,890 | 15 | 35 | Other (CARRIED INTEREST) |
| 2 | 9721 Cogdill Road, Suite 101 Knoxville, TN, 37932 | $1,686,856,719 | 4182 | 24 | A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES (SOLICITOR FOR OTHER INVESTMENT ADVISER)) |
| 3 | 11905 Kingston Pike, Knoxville, TN, 37934 | $1,491,125,911 | 2905 | 28 | A percentage of AUM, Hourly charges, Fixed fees, Commission Based |
| 4 | Two Centre Square, Suite 200, 625 South Gay St Knoxville, TN, 37902-1669 | $1,454,889,212 | 122 | 7 | A percentage of AUM |
| 5 | 1402 Ebenezer Road, Knoxville, TN, 37922 | $1,030,582,694 | 1222 | 14 | A percentage of AUM, Hourly charges, Fixed fees, Performance Based |
| 6 | 6025 Brookvale Lane, Suite 160 Knoxville, TN, 37919 | $677,005,668 | 4326 | 19 | A percentage of AUM, Hourly charges, Fixed fees |
| 7 | 4533 Papermill Drive, Suite 105 Knoxville, TN, 37909 | $625,792,706 | 394 | 4 | A percentage of AUM, Hourly charges, Fixed fees |
| 8 | 4800 Old Kingston Pike, Ste 200, Knoxville, TN, 37919-6424 | $600,435,788 | 816 | 8 | A percentage of AUM, Hourly charges, Other (A PERCENTAGE OF PLAN ASSETS) |
| 9 | 620 Mabry Hood Road, Suite 101 Knoxville, TN, 37932 | $523,117,001 | 1443 | 18 | A percentage of AUM, Hourly charges, Fixed fees |
| 10 | 2160 Lakeside Centre Way, Suite 102 Knoxville, TN, 37922 | $444,206,370 | 1883 | 22 | A percentage of AUM, Hourly charges, Fixed fees |
| 11 | 234 S. Peters Rd., Suite 102 Knoxville, TN, 37923 | $406,642,405 | 928 | 9 | A percentage of AUM, Hourly charges |
| 12 | 6921 Office Park Circle, Knoxville, TN, 37909 | $360,175,782 | 1388 | 13 | A percentage of AUM |
| 13 | 9202 S. Northshore, Suite 301 Knoxville, TN, 37922 | $331,605,533 | 302 | 5 | A percentage of AUM, Hourly charges, Other (SELECTION OF OTHER ADVISORS FEES) |
| 14 | 6322 Deane Hill Drive, Knoxville, TN, 37919 | $322,432,156 | 447 | 7 | A percentage of AUM, Hourly charges, Fixed fees |
| 15 | 2607 Kingston Pike, Tyson Place, Suite 180 Knoxville, TN, 37919 | $288,567,723 | 108 | 3 | A percentage of AUM, Fixed fees |
Information on Top Retirement Planning firms in Knoxville, Tennessee
QualificationsFirm CRD# 322865
Assets Under Management $5,914,756,890
No. Of Clients15
Clients Per Financial Advisor0
GSV EQUITY HOLDINGS, LLC is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $6B assets under management, the firm specializes in crafting personalized retirement planning solutions for 15 clients. The team consists of 35 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 vehicles
QualificationsFirm CRD# 112155
Assets Under Management $1,686,856,719
No. Of Clients4182
Clients Per Financial Advisor174
PATRIOT INVESTMENT MANAGEMENT GROUP INC is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $2B assets under management, the firm specializes in crafting personalized retirement planning solutions for 4182 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
- Other (REFERRAL FEES (SOLICITOR FOR OTHER INVESTMENT ADVISER))
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 114885
Assets Under Management $1,491,125,911
No. Of Clients2905
Clients Per Financial Advisor104
RATHER & KITTRELL, INC. is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 2905 clients. The team consists of 28 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Commission Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
- Other (CONSULTING)
QualificationsFirm CRD# 108718
Assets Under Management $1,454,889,212
No. Of Clients122
Clients Per Financial Advisor17
MARTIN & COMPANY INVESTMENT COUNSEL is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 122 clients. The team consists of 7 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 and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 137283
Assets Under Management $1,030,582,694
No. Of Clients1222
Clients Per Financial Advisor87
PYA WALTMAN CAPITAL, LLC is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $1B assets under management, the firm specializes in crafting personalized retirement planning solutions for 1222 clients. The team consists of 14 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
Fee Structure
- A percentage of AUM
- Hourly charges
- Fixed fees
- Performance Based
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Pesnsion consulting services
- Selection for other advisors
QualificationsFirm CRD# 160321
Assets Under Management $677,005,668
No. Of Clients4326
Clients Per Financial Advisor228
TVAMP, LLC is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $677M assets under management, the firm specializes in crafting personalized retirement planning solutions for 4326 clients. The team consists of 19 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
- Selection for other advisors
- Publication of periodicals and newsletters
- Education seminars/workshops
QualificationsFirm CRD# 312899
Assets Under Management $625,792,706
No. Of Clients394
Clients Per Financial Advisor99
COGENTBLUE is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $626M assets under management, the firm specializes in crafting personalized retirement planning solutions for 394 clients. The team consists of 4 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# 105278
Assets Under Management $600,435,788
No. Of Clients816
Clients Per Financial Advisor102
PROFFITT & GOODSON INC. is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $600M assets under management, the firm specializes in crafting personalized retirement planning solutions for 816 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
- Other (A PERCENTAGE OF PLAN ASSETS)
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# 285824
Assets Under Management $523,117,001
No. Of Clients1443
Clients Per Financial Advisor80
WMG FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $523M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1443 clients. The team consists of 18 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
- Other (CONSULTING)
QualificationsFirm CRD# 133623
Assets Under Management $444,206,370
No. Of Clients1883
Clients Per Financial Advisor86
BROGAN FINANCIAL is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $444M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1883 clients. The team consists of 22 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
- Portfolio management for individuals and/or small businesses
- Education seminars/workshops
- Other (RADIO PROGRAM FOCUSING ON WEALTH, FINANCIAL AND GENERAL ISSUES)
QualificationsFirm CRD# 7890
Assets Under Management $406,642,405
No. Of Clients928
Clients Per Financial Advisor103
APC FINANCIAL PLANNING is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $407M assets under management, the firm specializes in crafting personalized retirement planning solutions for 928 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
QualificationsFirm CRD# 277149
Assets Under Management $360,175,782
No. Of Clients1388
Clients Per Financial Advisor107
LEADING EDGE FINANCIAL PLANNING LLC is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $360M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1388 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
Financial Planning Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
QualificationsFirm CRD# 283343
Assets Under Management $331,605,533
No. Of Clients302
Clients Per Financial Advisor60
RIDGEPATH CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $332M assets under management, the firm specializes in crafting personalized retirement planning solutions for 302 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
- Hourly charges
- Other (SELECTION OF OTHER ADVISORS FEES)
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
- Selection for other advisors
- Other (TAX PREPARATION AND PLANNING)
QualificationsFirm CRD# 123902
Assets Under Management $322,432,156
No. Of Clients447
Clients Per Financial Advisor64
NBZ INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $322M assets under management, the firm specializes in crafting personalized retirement planning solutions for 447 clients. The team consists of 7 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
- Other (CONSULTING)
QualificationsFirm CRD# 111748
Assets Under Management $288,567,723
No. Of Clients108
Clients Per Financial Advisor36
COUNCILMARK ASSET MANAGEMENT, LLC is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $289M assets under management, the firm specializes in crafting personalized retirement planning solutions for 108 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
- Fixed fees
Financial Planning Services
- Portfolio management for individuals and/or small businesses
- Portfolio management for businesses or institutional clients
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.