WMG FINANCIAL ADVISORS, LLC

620 Mabry Hood Road
Suite 101
Knoxville, Tennessee 37932
Tel: (865) 290-4000

About WMG FINANCIAL ADVISORS, LLC

WMG FINANCIAL ADVISORS, LLC, formally registered with the SEC as WMG FINANCIAL ADVISORS, LLC. The firm was established in 06/04/2019. They have over 4 offices throughout the country.

WMG FINANCIAL ADVISORS, LLC is a Knoxville, Tennessee based Financial Planning firm with nearly $523,117,001 assets under management, offering retirement planning & investment advisory services to 1443 clients. The firm is staffed with 18 experienced financial planners.

Firm Information

SEC Current Status	Approved
Firm CRD#	285824
SEC#	801-116718
Assets Managed by Firm	$523,117,001
No. of Clients	1443
No. of Advisors	18

Fee Structure

A percentage of AUM
Hourly charges
Fixed fees

Advisory Services Provided

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)

Firm Client Information

	No. of Clients	AUM
Firm Total	1443	$523,117,001
Individuals (other than high net worth individuals)	760	$222,123,681
High net worth individuals	78	$193,762,662
Pension and profit sharing plans	36	$93,591,941

More Retirement Planning firms in Knoxville, Tennessee:

Firm Name	Assets Under Management	Total Clients	Total Advisors
ALLIANCEBERNSTEIN L.P. 501 Commerce Street Nashville, TN, 37203	$651,482,000,000	62140	4565
NEPHILA ADVISORS LLC 3811 Bedford Avenue, Suite 101 Nashville, TN, 37215	$14,371,072,726	37	37
ARCLINE INVESTMENT MANAGEMENT LP 3803 Bedford Avenue, Suite No. 106 Nashville, TN, 37215-2564	$13,961,190,744	9	48
FIRST HORIZON ADVISORS, INC 4990 Poplar Avenue, 3rd Floor Memphis, TN, 38117	$12,356,541,464	8945	236
GERBER/TAYLOR MANAGEMENT LLC 40 South Main Street, Suite 1900 Memphis, TN, 38103	$10,409,129,905	208	42

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