Top Financial Advisors in Knoxville, Tennessee

FinanceHQ’s team of experts conducted thorough research on financial advisors in Knoxville. Below are some of the top financial advisors based on reputation, reviews, assets, and partnership status. We review a broad range of financial planners, wealth managers, investment advisors, and more. Our selection of the best financial advisors in Knoxville range from $97M to $19B in AUM, and have an average of 19 years of experience.

Reviewed by: Amanda Cox, Chief Operating Officer of FinanceHQLearn more about our process
Last Updated: November 30, 2023
Savant wealth management

Savant Wealth Management

FinanceHQ Network Member 
Get Matched

About Savant Wealth Management

Knoxville, TNInvestment Advisor Firm
Assets Managed: $19,000,000,000Total Number of Advisors: 15In Business Since: 1986

Savant Wealth Management is a top financial advisor in Knoxville due to its extensive experience in the financial industry since 1986 and its commitment to providing tailored and client-centric financial solutions. With a wide range of specialties including comprehensive wealth management, investment management, financial planning, estate planning, and more, Savant offers holistic services that cater to the unique needs of each individual, family, and business. Their independent and fee-only approach further emphasizes their dedication to acting in the best interests of their clients and ensuring the utmost trust, confidence, and ethical responsibility in managing their assets.

Learn more
Facet wealth logo

Facet Wealth

FinanceHQ Network Member 
Get Matched

About Facet Wealth

Knoxville, TNInvestment Advisor Firm
Assets Managed: $2,078,080,181Total Number of Advisors: 300In Business Since: 2016

Founded in 2016 and headquartered in Baltimore, MD, Facet has a dedicated team of experienced financial experts who provide objective guidance through their flat fee model. Facet Wealth is a top financial advisor in Knoxville and nationwide because they offer a wide range of specialized services, including investments, taxes, benefits, financial planning, wealth management, insurance, college planning, real estate, career planning, and cash flow management. They prioritize personalized financial strategies and utilize cutting-edge technology to empower clients on their financial journies.

Learn more
Patriot investment management group logo

Patriot Investment Management Group

Get Matched

About Patriot Investment Management Group

Knoxville, TNInvestment Advisor Firm
Assets Managed: $1,414,833,902Total Number of Advisors: 17Number of Accounts: 4,962In Business Since: 1993

With over 25 years of experience in the financial advisory industry, Patriot Investment Management Group is a top choice for individuals and institutions in Knoxville. They pride themselves on their core values of integrity, objectivity, and transparency, ensuring their clients receive unbiased and personalized financial planning services. Their dedication to fee-only advising and their emphasis on building broadly diversified portfolios with low-cost index funds make them a reliable and trustworthy partner for long-term investing success.

Learn more
Rather kittrell logo

Rather & Kittrell

Get Matched

About Rather & Kittrell

Knoxville, TNInvestment Advisor Firm
Assets Managed: $1,204,469,809Total Number of Advisors: 15Number of Accounts: 2,662In Business Since: 2000

As one of the top financial advisors in Knoxville, Rather & Kittrell has been providing financial planning and investment management services since 2000. They have established relationships with successful business people and manage over 100 retirement plans for top names in the Knoxville and East Tennessee business communities. As fiduciaries, they prioritize clients' interests and offer comprehensive wealth management services including estate planning, tax mitigation, asset protection, and charitable giving.

Learn more
Pya waltman capital logo

PYA Waltman Capital, LLC

Get Matched

About PYA Waltman Capital, LLC

Knoxville, TNInvestment Advisor Firm
Assets Managed: $864,023,350Total Number of Advisors: 6Number of Accounts: 1,126In Business Since: 2005

PYA Waltman Capital, LLC has been a top financial advisor in Knoxville since 2005. They prioritize putting their clients' best interests first and creating personalized plans to help individuals achieve their unique financial goals. Their comprehensive services include understanding clients' motivations and goals first and foremost through a values-based financial planning process. 

Learn more
Brogan financial inc logo

Brogan Financial

Get Matched

About Brogan Financial

Knoxville, TNInvestment Advisor Firm
Assets Managed: $380,575,683Total Number of Advisors: 5Number of Accounts: 1,782In Business Since: 2001

Brogan Financial is one of the best financial advisors in Knoxville due to its financial planning, retirement planning, and legacy planning expertise. Founded in 2001 and headquartered in Knoxville, they have established themselves as a trusted advisor in the industry. Led by CEO Jim Brogan, who has been recognized as the National Advisor of the Year, Brogan Financial provides personalized service, transparent fees, and custom-tailored plans to help clients achieve their unique retirement goals and create a fulfilling retirement.

Learn more
Visionary horizons logo

Visionary Horizons, LLC

Get Matched

About Visionary Horizons, LLC

Knoxville, TNInvestment Advisor Firm
Assets Managed: $176,353,031Total Number of Advisors: 10Number of Accounts: 959In Business Since: 2010

If you require a boutique advisor service, Visionary Horizons services people in Knoxville and specializes in providing comprehensive financial solutions, including investment management, wealth management, and succession planning. Founded in 2010 and headquartered in Knoxville, they have successfully guided clients toward their financial goals with the help of their team of five experienced Certified Financial Planners (CFPs). Additionally, Visionary Horizons sets itself apart by prioritizing excellence through cutting-edge technology solutions, thereby enhancing client satisfaction.

Learn more
Blue ridge wealth planners logo

Blue Ridge Wealth Planners

Get Matched

About Blue Ridge Wealth Planners

Knoxville, TNInvestment Advisor Firm
Assets Managed: $149,449,258Total Number of Advisors: 9Number of Accounts: 1,718In Business Since: 2022

We selected Blue Ridge Wealth Planners as one of the top financial advisors in Knoxville due to their strong expertise in financial planning and retirement planning. Founded in 2022 and headquartered in Knoxville, they work closely with clients in the area to create comprehensive wealth management strategies. Their commitment to simplifying the financial planning process and offering personalized solutions sets them apart as a trusted advisor for retirees and pre-retirees.

Learn more
Marsh wealth management logo

Marsh Wealth Management, LLC

Get Matched

About Marsh Wealth Management, LLC

Knoxville, TNInvestment Advisor Firm
Assets Managed: $97,260,441Total Number of Advisors: 2Number of Accounts: 437In Business Since: 2016

Marsh Wealth Management, LLC is a top financial advisor in Knoxville and a boutique fiduciary firm specializing in customized investment wealth management services, financial planning, and healthcare strategies. They believe in the importance of a well-diversified portfolio and emphasize the ineffectiveness of active investing or timing the market. With their long-term perspective and focus on client goals, Marsh Wealth Management aims to guide clients toward sustainable financial growth.

Learn more

Frequently Asked Questions

Are there advisors in Knoxville that specialize in wealth management?

Absolutely, in Knoxville, you can find skilled wealth management advisors through FinanceHQ. We connect individuals with trusted professionals who specialize in crafting personalized financial strategies. Explore more of our resources, tools, and expert advice to empower your journey towards a secure financial future.

Are all financial advisors in Knoxville fiduciaries?

In Knoxville, not all financial advisors are automatically fiduciaries. While some adhere to a fiduciary standard, putting clients' interests first, others may operate under a suitability standard, prioritizing suitable but not necessarily the best options. It's crucial for individuals seeking financial guidance to inquire about a potential advisor's fiduciary status and commitment to transparent, client-centric practices for a more secure financial planning experience.

Can I cancel my contract with a financial advisor in Knoxville at any time?

Yes, you have the flexibility to terminate your contract with a financial advisor in Knoxville at any time. It's essential to review your agreement for any cancellation terms or fees. If you decide to end the relationship, communicate your decision clearly and consider seeking guidance from our platform to explore alternative financial planning resources.

What is the average hourly rate of financial advisors in Knoxville?

In Knoxville, financial advisors typically charge an average hourly rate ranging from $150 to $300. Rates may vary based on the advisor's experience, expertise, and the complexity of financial services provided. It's advisable to consult with multiple advisors to find the best fit for your specific financial needs.

What information will I need to provide my Knoxville financial advisor to kickstart my financial planning?

To kickstart your financial planning with a Knoxville financial advisor, gather key documents such as income statements, tax returns, and investment portfolios. Additionally, outline your short and long-term financial goals, highlighting any concerns or priorities. This comprehensive information equips your advisor to tailor a strategic plan, utilizing the tools and resources at their disposal to guide you toward a secure financial future.

Methodology

The FinanceHQ platform features a premium, nationwide network of rigorously vetted financial planners and registered investment advisors (RIAs) that are uniquely suited to help you achieve financial success.

We feature firms that are current FinanceHQ network members, and firms that our expert team identifies through firm research. Our research is based on firm reputation, publicly available ADV data, reviews, and assets.

Secure your financial future and achieve your goals by matching with one of our financial expertsGet Started
Looking for a financial advisor?Find your advisor

The services of FinanceHQ, LLC ("FinanceHQ”) include providing general information, which is not intended as financial advice, and referring users to registered third-party financial advisors who have agreed to be matched to users of our website (our “Advisor Network”). FinanceHQ does not review the ongoing performance of any Advisor, participate in the management of any user's account by an Advisor, or provide advice regarding specific investments. We do not manage client funds or hold custody of assets. We may receive compensation for matching users to members of our Advisor Network, and this can affect the matches we present to our users.

Nothing in our service involves an offer to buy or sell any security or interest. If you choose to work with a registered financial advisor that we match you with, any investment advice they provide is offered entirely by them, without input from us. All investing involves risk, including loss of principal. Working with an advisor may come with potential downsides such as payment of fees (which may reduce returns). There are no guarantees that working with an advisor will yield positive returns. The existence of a fiduciary duty does not prevent the rise of potential conflicts of interest.

** While based on Vanguard's Adviser's Alpha research, this illustration is hypothetical and is not intended to constitute specific investment advice or that you will achieve the same results. The information contained herein is based on sources believed to be reliable but no representation, expressed or implied, is made as to its accuracy, completeness or correctness. Past performance is no guarantee of future results. Information contained herein contains forward-looking statements and is subject to significant risks and uncertainties, which will affect the results. FinanceHQ is an SEC-registered investment adviser. Registration with the SEC or any state securities authority does not imply that FinanceHQ or any of its principals or employees possesses a particular level of skill or training in the investment advisory business or any other business. FinanceHQ does not provide legal, tax, or accounting advice. Before making any financial decisions, clients should consult their legal and/or tax advisors.

© 2024 FinanceHQ