Personalized advice for Portfolio
Size of 100K and above
FINRA/SEC Registered Advisors
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.
Maryville has 2 Retirementplanning.net vetted Retirement Planners and Advisors on the online list below for you to choose from and 2 non-vetted advisors in your local area. These retirement advisors in Maryville, Tennessee have an average of 11 years of experience.
Russ Kefauver
AWMA®, CRPC®
Kefauver Financial Planning & Wealth Management
Qualifications
CRD# 5295768
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$0
Not Specified.
Fee-Based, Flat Fee, Based on Assets
Travis Cullman
CFP®, CPFA
SageSpring Wealth Partners
Qualifications
CRD# 6153106
Firm CRD# 6694
Series 7, 66
Minimum Assets Required
$100,000
Not Specified.
Fee-Based
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | LECONTE WEALTH MANAGEMENT, LLC 703 William Blount Drive, Maryville, TN, 37801 | $208,517,291 | 607 | 9 | A Percentage of AUM, Hourly charges, Fixed Fees |
2 | OMPHALOS PARTNERS, LLC 1717 Henry G. Lane Street, Maryville, TN, 37801 | $53,000,000 | 1 | 3 | A Percentage of AUM, Performance Based |
QualificationsFirm CRD# 168539
Assets Under Management $208,517,291
No. Of Clients607
Clients Per Financial Advisor67
LECONTE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Maryville, Tennessee. With a nearly $209M assets under management, the firm specializes in crafting personalized retirement planning solutions for 607 clients. The team consists of 9 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 172202
Assets Under Management $53,000,000
No. Of Clients1
Clients Per Financial Advisor0
OMPHALOS PARTNERS, LLC is a financial advisory firm situated in Maryville, Tennessee. With a nearly $53M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 3 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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