Laurels

Best Financial Advisors in Knoxville
2022

SmartAdvisor by SmartAsset

SmartAdvisor by SmartAssetFEATURED
Expertise.com

SmartAsset's free, five-minute tool makes it easy to find qualified financial advisors in your area. The exclusive tool uses a quick survey to help SmartAsset's exclusive algorithm match you with up to three advisors based on your specific financial needs. Each advisor is a fiduciary, legally bound to work in your best interest, and rigorously vetted by SmartAsset. You can speak with each for free, sometimes within a matter of minutes, and choose whom you want to work with. Hundreds of thousands of smart investors and retirees have already used SmartAsset's simple, no-cost service to find the right financial advisors for them.

Knoxville, TN

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: --

Asset Planning Corporation

Asset Planning Corporation

  • Certified Financial Planner (CFP)
  • Retirement Planning

Knoxville-based Asset Planning Corporation is an independent financial advisory firm that has been serving East Tennessee since 1975. With more than a century of combined experience, its team offers portfolio management and financial planning services, including cash flow planning, retirement income management, estate planning, and investment management. The firm helps young adults make financial decisions on budgeting, saving, and choosing insurance plans and employer benefits. Asset Planning Corporation has worked with more than 2,850 clients. Chairman Paul K. Fain III is a Certified Financial Planner.

234 South Peters Road
Knoxville, TN 37923

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

4 / 5 ( Best)

Total Reviews:

5 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Blue Ridge Wealth Planners

Blue Ridge Wealth Planners

  • Estate and Trust Specialist
  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products

Blue Ridge Wealth Planners is a financial services firm that helps individuals in the Knoxville area. It assists with investments through IRA rollovers, wealth management, annuities, and wealth accumulation strategies. It helps generate lifelong income from the wealth accumulated, protects assets for loved ones, minimizes the effects of taxes on hard-earned assets, and manages the rising costs of healthcare. Blue Ridge Wealth Planners refers clients to professionals who provide services on trusts, probate, charitable giving, and estate and tax planning.

9725 Cogdill Road
Knoxville, TN 37932

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

4.9 / 5 ( Best)

Total Reviews:

14 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Cogent Blue Wealth Advisors

Cogent Blue Wealth Advisors

  • Certified Financial Planner (CFP)
  • Tax Planning

Cogent Blue Wealth Advisors is a Knoxville-based financial services provider. It caters to individuals and families with financial planning and wealth management needs. It also has experience in attending to medical professionals, academics, corporate executives, and entrepreneurs. The company considers its clients' financial history, goals, and landscape in crafting strategies for wealth protection and transfer, charitable planning, and tax planning. Cogent Blue Wealth Advisors has been featured in news platforms such as BCC, CNBC News, Forbes, Lifehacker, and Forbes.

4315 Kingston Pike
Knoxville, TN 37919

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Cosey Financial Services, Inc.

Cosey Financial Services, Inc.

  • Retirement Planning

Cosey Financial Services, Inc. is an independent wealth management and financial advisory firm that serves the residents of Knoxville and the surrounding areas. It helps clients secure their financial futures through services such as strategic financial planning, tax planning, retirement planning, and estate planning. In addition, the firm provides money management, insurance and risk management, asset allocation, and investment selection and banking services. Cosey Financial Services, Inc. has been in operation for more than 15 years.

8880 Cedar Springs Lane
Knoxville, TN 37923

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

CrestPoint Wealth Management

CrestPoint Wealth Management

  • Insurance Products
  • Retirement Planning

CrestPoint Wealth Management is a team of financial advisors that offers personalized services to clients in Knoxville. The firm designs financial plans for investment and retirement and helps clients in allocating and protecting funds for future benefits that involve college and insurance plans. In addition, it assists clients in understanding their current investment plans and recommends strategies to minimize taxes. Monte Miller, the firm's CEO, has been in the financial industry for more than 27 years and holds various FINRA licenses.

300 North Forest Park Boulevard
Knoxville, TN 37919

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

17 (Better)

Score Consistency:

Consistent (Best)

Cullman Wealth Team

Cullman Wealth Team

  • Certified Financial Planner (CFP)

Cullman Wealth Team is a group of financial professionals offering services to clients in Knoxville and the neighboring areas. Travis Cullman works with a diverse clientele, such as corporate executives, business owners, and retirees, and helps them in their financial planning needs and goals. His team also handles tax reduction, estate planning, and risk management services. Cullman is a Certified Financial Planner for Southwestern Investment Group, which has access to numerous financial resources and insurance products.

136 Concord Road
Knoxville, TN 37934

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

19 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Guidance Advisors

Guidance Advisors

  • Retirement Planning

Guidance Advisors is a wealth management firm that serves individuals, families, and businesses from Knoxville and the surrounding areas. It helps clients meet their future financial needs through services such as asset protection, estate planning, and income distribution planning. It also provides risk management services and tax minimization strategies. President Todd Rechenbach has been working in the financial services industry for more than 25 years. He supports community organizations such as the Emerald Youth Foundation, Knoxville Leadership Foundation, and Berean Christian School.

422 South Gay Street
Knoxville, TN 37902

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Heritage Investors

Heritage Investors

  • Certified Financial Planner (CFP)

Heritage Investors, LLC, is a full-service financial planning specialist serving the Knoxville metro. The company offers a wide range of financial solutions to both individuals and businesses. Its financial advisors specialize in portfolio and wealth management, retirement planning, and trust management. The team also assists organizations with business succession strategies, tax mitigation, risk management, and value growth management. The company began serving clients in 2009. It is a member of the Forbes Finance Council.

10641 Deerbrook Drive
Knoxville, TN 37922

WebsiteInstagram

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

2 (Better)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

15 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Integrity Wealth Services

Integrity Wealth Services

  • Private Wealth Advisor
  • Retirement Planning
  • Business Tax Preparation

Integrity Wealth Services offers financial advice to clients in Knoxville. The company provides relationship management services, such as financial coaching and professional partnerships. It also presents advanced planning services, which include estate and tax planning and tax-efficient investing. Its president and wealth manager, Paul Ragone, has been a financial advisor for over 20 years. He is an Accredited Wealth Management Advisor and an Asset Management Specialist. Furthermore, Ragone received recognition from the Advisors Magazine and the Pacific Life Advisory Council.

9724 Kingston Pike
Knoxville, TN 37922

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

10 (Better)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A

Leading Edge Financial Planning

Leading Edge Financial Planning

  • Certified Financial Planner (CFP)

Leading Edge Financial Planning is a wealth management firm that serves high-income individuals and families from Knoxville and the surrounding areas. It helps clients achieve financial independence through services such as college planning, tax planning, estate planning, and retirement income planning. In addition, the firm provides investment portfolio management services, which include the allocation, regular monitoring, and adjustment of investment assets. Its principal Kevin Gormley serves on the board of directors of the East Tennessee Financial Planning Association.

6921 Office Park Circle NW
Knoxville, TN 37909

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Marsh Wealth Management

Marsh Wealth Management

  • Certified Financial Planner (CFP)

Marsh Wealth Management is a financial advisory firm that provides retirees and pre-retirees with a comprehensive financial planning process throughout Knoxville. The firm focuses on long-term care planning, Medicare planning, and life or disability insurance, as well as income planning, investment portfolio structure, healthcare planning, and tax strategies. Michael Marsh, a principal of Marsh Wealth Management, has over 30 years of public accounting experience. He provides advisory services to clients in the banking, insurance, and investment fund industries.

504 Ebenezer Road
Knoxville, TN 37923

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Nalls Sherbakoff

Nalls Sherbakoff

  • Certified Financial Planner (CFP)

Nalls Sherbakoff is a veteran-owned financial advisory firm that has been serving the residents of Knoxville and the surrounding areas for more than eight years. It helps clients manage their wealth through services such as financial planning, pension consulting, and investment portfolio management. Principal and financial advisor T. Lee Sherbakoff was on active duty with the U.S Army for four years. He has served as president of the East Tennessee chapter of the Financial Planning Association.

9724 Kingston Pike
Knoxville, TN 37922

WebsiteInstagram

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

Prosperity Partners Wealth Management

Prosperity Partners Wealth Management

  • Certified Financial Planner (CFP)

Prosperity Partners Wealth Management is an independent advisory firm that helps clients balance financial growth with asset protection in order to build wealth and plan for retirement. Serving Knoxville and the neighboring areas, the firm categorizes the client's assets into three areas of focus, ranging from short-term to long-term. The team of advisors, led by President Ali Swofford, has over 90 years of combined experience in the financial services field. Swofford has been in the industry for over 35 years.

306 Prosperity Drive
Knoxville, TN 37923

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

2 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

Tennessee Valley Asset Management Partners

Tennessee Valley Asset Management Partners

  • Estate Planning
  • Retirement Planning

Tennessee Valley Asset Management Partners is an independent Registered Investment Advisor (RIA) firm that takes care of the financial needs of individuals and families from varying backgrounds in Knoxville and the surrounding areas. The firm assists clients in retirement planning, investment management, estate planning, and tax strategies. It was established in 2006 by Jeff Foster, Scott Fisher, and Jeff Sweat, all three are Certified Financial Planners. Prior to starting their own firm, Foster, Fisher, and Sweat all worked under the same national brokerage firm.

6025 Brookvale Lane
Knoxville, TN 37919

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

3 (Good)

Score Consistency:

Consistent (Best)

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A+

Helpfulness: A+

Detail: A+

The Mather Group

The Mather Group

  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning
  • Retirement Planning
  • Investment Management

The Mather Group is a financial advisor that provides services to clients in Knoxville and its surrounding communities. It offers complete retirement planning services for a smooth lifestyle and financial transition during retirement. These services include tax planning, risk management, estate planning, and investment management. These investments are secured in separate custody accounts with national firms such as Charles Schwab, Fidelity, and TD Ameritrade. The Mather Group is a member of the National Association of Personal Financial Advisors.

2095 Lakeside Centre Way Suite 105
Knoxville, TN 37922

Website

Website

We scour the internet for reviews from well-known resources. Each provider is evaluated based on the quality and quantity of their reviews, their presence on multiple review sites, and their average minimum rating.

Online Profiles:

1 (Good)

Average Review Score:

5 / 5 ( Best)

Total Reviews:

1 (Good)

Score Consistency:

Consistent (Best)

Waypoint Financial Partners, LLC

Waypoint Financial Partners, LLC

  • Certified Financial Planner (CFP)

Waypoint Financial Partners, LLC, is a financial advisory company that serves clients from the Knoxville area. Its office is composed of three Certified Financial Planner professionals who have a combined experience of 60 years in the industry. They offer assistance in financial and retirement planning, life insurance, and annuities. Their knowledge of financial planning allows them to help clients overcome various personal challenges and navigate economic conditions. Two of the members of the company, Jacki Imbrey and David Jeffries, are also Retirement Income Certified Professionals.

1322 Dowell Springs Boulevard
Knoxville, TN 37909

Website

Website

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.

Responsiveness: A+

Friendliness: A

Helpfulness: A+

Detail: A

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