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 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.
Maryville has 4 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 20 years of experience.
Russ Kefauver
AWMA®, CRPC®
Kefauver Financial Planning & Wealth Management
Qualifications
CRD# 5295768
Firm CRD# 6413
Series 7, 66
Minimum Assets Required
$100,000
Not Specified
Fee-Based, Flat Fee, Based on Assets
Qualifications
Firm CRD# 104510
Minimum Assets Required
Not Specified
Not Specified
Fee-Only, 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
Qualifications
Firm CRD# 155216
Series 65
Minimum Assets Required
$500,000
Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Money Management, Risk Management, Financial Advice & Consulting, Financial Planning for Individuals, Investment Advice & Management, Tax Advice and Services, Estate Planning & Trusts, Insurance Products & Annuities
Fee-Only, Hourly, Flat Fee, Based on Assets
Rank | Firm Name | Assets Under Management | Total Clients | Total Advisors | Fee Structure |
---|---|---|---|---|---|
1 | 333 East Broadway Ave, 4th Floor Maryville, TN, 37804 | $261,966,535 | 687 | 10 | A percentage of AUM, Hourly charges, Fixed fees |
2 | 1717 Henry G. Lane Street, Maryville, TN, 37801 | $51,000,000 | 1 | 2 | A percentage of AUM, Performance Based |
QualificationsFirm CRD# 168539
Assets Under Management $261,966,535
No. Of Clients687
Clients Per Financial Advisor69
LECONTE WEALTH MANAGEMENT, LLC is a financial advisory firm situated in Maryville, Tennessee. With a nearly $262M assets under management, the firm specializes in crafting personalized retirement planning solutions for 687 clients. The team consists of 10 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
QualificationsFirm CRD# 172202
Assets Under Management $51,000,000
No. Of Clients1
Clients Per Financial Advisor1
OMPHALOS PARTNERS, LLC is a financial advisory firm situated in Maryville, Tennessee. With a nearly $51M assets under management, the firm specializes in crafting personalized retirement planning solutions for 1 clients. The team consists of 2 skilled financial advisors, committed to delivering comprehensive retirement planning services tailored to your needs.
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