Updated November 21, 2023
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Brogan Financial

Investment Advisor Firm
Total assets under management$381M
Years in business23+

About Brogan Financial

Brogan Financial, a leading retirement and legacy planning services firm based in Knoxville, Tennessee, has served the financial needs of retired individuals and those nearing retirement since 2001. With a strong focus on helping clients achieve financial independence, Brogan Financial is among the few regional companies dedicated solely to this niche.

Led by founder and CEO Jim Brogan, who was recognized as the 2011 National Advisor of the Year by Senior Market Advisor Magazine, Brogan Financial has established itself as a trusted advisor in the industry. Jim Brogan also hosts a weekly radio show called "More Living with Jim Brogan" on 98.7 FM WOKI in Knoxville, providing valuable insights and advice on retirement planning. The show is available both live and as recorded podcasts online.

Brogan Financial takes pride in its unwavering commitment to excellence and providing personalized service to clients. The company helps clients develop customized plans tailored to their specific goals so they can effectively utilize their life savings to create the desired impact. With transparent fees and open communication, Brogan Financial operates as a fee-based advisory practice, acting in the best interests of its clients at all times.

The company recognizes that each client has unique retirement goals, whether enjoying a work-free lifestyle or incorporating meaningful work or charitable initiatives into their retirement years. Regardless of these goals, true financial independence is seen by Brogan Financial as the key to a successful life plan. With an emphasis on communicating clearly with clients and speaking their language, the firm ensures clients understand all aspects of their comprehensive financial plan. Recognizing that income security and legacy planning are important components of any plan, the company helps clients navigate these areas to achieve their desired outcomes.

For individuals in East Tennessee seeking retirement and legacy planning services, Brogan Financial offers a knowledgeable and approachable team ready to assist in achieving financial independence and creating a fulfilling retirement.

Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

Areas of specialty

  1. Financial Planning
  2. Retirement Planning
  3. Legacy Planning

More about Brogan Financial

DesignationsMinimum asset threshold
RIAN/A
Firm CRD NumberNumber of advisors
1336235

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Pricing options

Monthly Fee
Flat Fee
Hourly Fee
Assets Under Management

Regulatory filings

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