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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 - April 25, 2025

Knoxville 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

advisor

Qualifications
Firm CRD# 104510

Minimum Assets Required
Not Specified

Advisory Services:

Not Specified

Compensation/Fee

Fee-Only, Based on Assets

Find An Advisor arrow-right
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

Find An Advisor arrow-right
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

Find An Advisor arrow-right

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

Rank Firm NameAssets Under ManagementTotal ClientsTotal AdvisorsFee Structure
1

2035 Lakeside Centre Way, Suite 200,
Knoxville, TN, 37922
$5,914,756,8901535
Other (CARRIED INTEREST)
2

9721 Cogdill Road, Suite 101
Knoxville, TN, 37932
$1,686,856,719418224
A percentage of AUM, Hourly charges, Fixed fees, Other (REFERRAL FEES (SOLICITOR FOR OTHER INVESTMENT ADVISER))
3

11905 Kingston Pike,
Knoxville, TN, 37934
$1,491,125,911290528
A percentage of AUM, Hourly charges, Fixed fees, Commission Based
4

Two Centre Square, Suite 200, 625 South Gay St
Knoxville, TN, 37902-1669
$1,454,889,2121227
A percentage of AUM
5

1402 Ebenezer Road,
Knoxville, TN, 37922
$1,030,582,694122214
A percentage of AUM, Hourly charges, Fixed fees, Performance Based
6

6025 Brookvale Lane, Suite 160
Knoxville, TN, 37919
$677,005,668432619
A percentage of AUM, Hourly charges, Fixed fees
7

4533 Papermill Drive, Suite 105
Knoxville, TN, 37909
$625,792,7063944
A percentage of AUM, Hourly charges, Fixed fees
8

4800 Old Kingston Pike, Ste 200,
Knoxville, TN, 37919-6424
$600,435,7888168
A percentage of AUM, Hourly charges, Other (A PERCENTAGE OF PLAN ASSETS)
9

620 Mabry Hood Road, Suite 101
Knoxville, TN, 37932
$523,117,001144318
A percentage of AUM, Hourly charges, Fixed fees
10

2160 Lakeside Centre Way, Suite 102
Knoxville, TN, 37922
$444,206,370188322
A percentage of AUM, Hourly charges, Fixed fees
11

234 S. Peters Rd., Suite 102
Knoxville, TN, 37923
$406,642,4059289
A percentage of AUM, Hourly charges
12

6921 Office Park Circle,
Knoxville, TN, 37909
$360,175,782138813
A percentage of AUM
13

9202 S. Northshore, Suite 301
Knoxville, TN, 37922
$331,605,5333025
A percentage of AUM, Hourly charges, Other (SELECTION OF OTHER ADVISORS FEES)
14

6322 Deane Hill Drive,
Knoxville, TN, 37919
$322,432,1564477
A percentage of AUM, Hourly charges, Fixed fees
15

2607 Kingston Pike, Tyson Place, Suite 180
Knoxville, TN, 37919
$288,567,7231083
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
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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
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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)
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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
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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
View Full Profile

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
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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
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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
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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)
View Full Profile

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)
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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
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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
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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)
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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)
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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
View Full Profile

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