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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 you 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 registrations check. 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 19, 2024Knoxville has 2 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
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 | GSV EQUITY HOLDINGS, LLC 2035 Lakeside Centre Way, Suite 200, Knoxville, TN, 37922 | $5,280,060,732 | 13 | 32 | Other (CARRIED INTEREST) |
| 2 | MARTIN & COMPANY INVESTMENT COUNSEL Two Centre Square, Suite 200, 625 South Gay St Knoxville, TN, 37902-1669 | $1,445,415,961 | 124 | 7 | A Percentage of AUM |
| 3 | PATRIOT INVESTMENT MANAGEMENT GROUP INC 9721 Cogdill Road, Suite 101 Knoxville, TN, 37932 | $1,414,833,902 | 4962 | 26 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (REFERRAL FEES (ACTING AS A SOLICITOR TO OTHER INVESTMENT ADVISER) |
| 4 | RATHER & KITTRELL, INC. 11905 Kingston Pike, Knoxville, TN, 37934 | $1,204,469,809 | 2662 | 25 | A Percentage of AUM, Hourly charges, Fixed Fees, Commission Based |
| 5 | PYA WALTMAN CAPITAL, LLC 1402 Ebenezer Road, Knoxville, TN, 37922 | $864,023,350 | 1126 | 14 | A Percentage of AUM, Hourly charges, Fixed Fees, Performance Based |
| 6 | TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC 6025 Brookvale Lane, Suite 160 Knoxville, TN, 37919 | $576,969,412 | 3864 | 16 | A Percentage of AUM, Hourly charges, Fixed Fees, Other (SOLICIATION FEES FROM OTHER INVESTMENT ADVISORY FIRMS) |
| 7 | PROFFITT & GOODSON INC. 4800 Old Kingston Pike, Ste 200, Knoxville, TN, 37919-6424 | $531,407,488 | 827 | 8 | A Percentage of AUM, Hourly charges, Other (A PERCENTAGE OF PLAN ASSETS) |
| 8 | WMG FINANCIAL ADVISORS, LLC 620 Mabry Hood Road, Suite 101 Knoxville, TN, 37932 | $464,434,150 | 1331 | 18 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 9 | BROGAN FINANCIAL 8351 E Walker Springs Lane, Suite 101 Knoxville, TN, 37923 | $380,575,683 | 1782 | 19 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 10 | ASSET PLANNING CORPORATION 234 S. Peters Rd., Suite 102 Knoxville, TN, 37923 | $318,825,568 | 869 | 8 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 11 | MOON CAPITAL MANAGEMENT, LLC 900 South Gay Street, Suite 2103 Knoxville, TN, 37902 | $313,671,735 | 204 | 6 | A Percentage of AUM |
| 12 | NBZ INVESTMENT ADVISORS, LLC 6322 Deane Hill Drive, Knoxville, TN, 37919 | $266,359,343 | 421 | 7 | A Percentage of AUM, Hourly charges, Fixed Fees |
| 13 | COUNCILMARK ASSET MANAGEMENT, LLC 2607 Kingston Pike, Tyson Place, Suite 180 Knoxville, TN, 37919 | $237,399,247 | 102 | 3 | A Percentage of AUM, Fixed Fees |
| 14 | RIDGEPATH CAPITAL MANAGEMENT LLC 9202 S. Northshore, Suite 301 Knoxville, TN, 37922 | $234,169,038 | 261 | 4 | A Percentage of AUM, Hourly charges, Other (SELECTION OF OTHER ADVISORS FEES) |
| 15 | C & J WEALTH ADVISORS 9717 Cogdill Road, Suite 202 Knoxville, TN, 37932 | $233,502,775 | 955 | 6 | A Percentage of AUM, Hourly charges, Fixed Fees |
Information on Top Retirement Planning firms in Knoxville, Tennessee
QualificationsFirm CRD# 322865
Assets Under Management $5,280,060,732
No. Of Clients13
Clients Per Financial Advisor0
GSV EQUITY HOLDINGS, LLC is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $5B assets under management, the firm specializes in crafting personalized retirement planning solutions for 13 clients. The team consists of 32 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
QualificationsFirm CRD# 108718
Assets Under Management $1,445,415,961
No. Of Clients124
Clients Per Financial Advisor18
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 124 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
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 112155
Assets Under Management $1,414,833,902
No. Of Clients4962
Clients Per Financial Advisor191
PATRIOT INVESTMENT MANAGEMENT GROUP 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 4962 clients. The team consists of 26 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 (ACTING AS A SOLICITOR TO OTHER INVESTMENT ADVISER)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 114885
Assets Under Management $1,204,469,809
No. Of Clients2662
Clients Per Financial Advisor106
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 2662 clients. The team consists of 25 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 137283
Assets Under Management $864,023,350
No. Of Clients1126
Clients Per Financial Advisor80
PYA WALTMAN CAPITAL, LLC is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $864M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1126 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 160321
Assets Under Management $576,969,412
No. Of Clients3864
Clients Per Financial Advisor242
TENNESSEE VALLEY ASSET MANAGEMENT PARTNERS, LLC is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $577M assets under management, the firm specializes in crafting personalized retirement planning solutions for 3864 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
- Hourly charges
- Fixed Fees
- Other (SOLICIATION FEES FROM OTHER INVESTMENT ADVISORY FIRMS)
Financial Planning Services
- Financial Planning
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
- Publication of periodicals or Newsleters
- Educational Seminars/ Workshops
QualificationsFirm CRD# 105278
Assets Under Management $531,407,488
No. Of Clients827
Clients Per Financial Advisor103
PROFFITT & GOODSON INC. is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $531M assets under management, the firm specializes in crafting personalized retirement planning solutions for 827 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 285824
Assets Under Management $464,434,150
No. Of Clients1331
Clients Per Financial Advisor74
WMG FINANCIAL ADVISORS, LLC is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $464M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1331 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
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
- Pension Consulting Services
- Selection of Other Advisors
QualificationsFirm CRD# 133623
Assets Under Management $380,575,683
No. Of Clients1782
Clients Per Financial Advisor94
BROGAN FINANCIAL is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $381M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1782 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
- Portfolio Management for Individuals
- Educational Seminars/ Workshops
QualificationsFirm CRD# 7890
Assets Under Management $318,825,568
No. Of Clients869
Clients Per Financial Advisor109
ASSET PLANNING CORPORATION is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $319M assets under management, the firm specializes in crafting personalized retirement planning solutions for 869 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
- Portfolio Management for Individuals
- Portfolio Management for Business
- Pension Consulting Services
QualificationsFirm CRD# 107612
Assets Under Management $313,671,735
No. Of Clients204
Clients Per Financial Advisor34
MOON CAPITAL MANAGEMENT, LLC is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $314M assets under management, the firm specializes in crafting personalized retirement planning solutions for 204 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
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for pooled Investment
- Portfolio Management for Business
QualificationsFirm CRD# 123902
Assets Under Management $266,359,343
No. Of Clients421
Clients Per Financial Advisor60
NBZ INVESTMENT ADVISORS, LLC is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $266M assets under management, the firm specializes in crafting personalized retirement planning solutions for 421 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
- Portfolio Management for Individuals
- Pension Consulting Services
QualificationsFirm CRD# 111748
Assets Under Management $237,399,247
No. Of Clients102
Clients Per Financial Advisor34
COUNCILMARK ASSET MANAGEMENT, LLC is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $237M assets under management, the firm specializes in crafting personalized retirement planning solutions for 102 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
- Portfolio Management for Business
QualificationsFirm CRD# 283343
Assets Under Management $234,169,038
No. Of Clients261
Clients Per Financial Advisor65
RIDGEPATH CAPITAL MANAGEMENT LLC is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $234M assets under management, the firm specializes in crafting personalized retirement planning solutions for 261 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
- Other (SELECTION OF OTHER ADVISORS FEES)
Financial Planning Services
- Portfolio Management for Individuals
- Portfolio Management for Business
- Selection of Other Advisors
QualificationsFirm CRD# 133293
Assets Under Management $233,502,775
No. Of Clients955
Clients Per Financial Advisor159
C & J WEALTH ADVISORS is a financial advisory firm situated in Knoxville, Tennessee. With a nearly $234M assets under management, the firm specializes in crafting personalized retirement planning solutions for 955 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
- Portfolio Management for Individuals
- Pension Consulting Services
- Educational 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 Chattanooga, Tennessee
- Retirement Planners in Franklin, Tennessee
- Retirement Planners in Kingsport, Tennessee
Looking for more choices? Use our free match service to compare retirement planners serving your area.