Expertise.com

2024

Last updated:

Best Financial Advisors in Knoxville

Our Recommended Top 16

We did the research for you!

  • Licensing
  • User Reviews
  • Mystery Shopping Calls

Our goal is to connect people with the best local professionals. We scored Knoxville Financial Advisors on more than 25 variables across five categories, and analyzed the results to give you a hand-picked list of the best.

58Reviewed

41Curated

16Top Picks

Learn about our selection process.

Providers

featured provider = Featured Provider
SmartAdvisor by SmartAsset logoFEATUREDExpertise.com

SmartAdvisor by SmartAsset

Knoxville, TN
  • Estate Planning
  • Financial Planning
  • Retirement Planning
  • Investment Management

Why choose this provider?

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.

Reputation:

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.
4.0

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
3.8
Responsiveness
Friendliness
Helpfulness
Detail
––

Price: Free Consultation

Knoxville, TN

Why choose this provider?

Need help contacting a Financial Advisor in Knoxville? Call our Concierge team at 848-Book-Pro (848-266-5776 from 6 am - 4 pm PT | Mon - Fri). They are standing by to help you get the service you need.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Price: Free booking service | Call 848.Book.Pro!

Website
Knoxville, TN
  • Wealth Management
  • Financial Planning
  • Investment Management
  • Chartered Financial Analyst (CFA)

Why choose this provider?

Inspire is a boutique financial planning and wealth management firm serving Wilmington, Raleigh, Charlotte, and the Knoxville metro. It supports clients' wealth preservation and growth endeavors, helping them significantly impact the financial well-being of their current and future generations. Through partnerships with Charles Schwab and the Vanguard Group, the company provides institutional-grade investments to clients. Founder and CEO Jeff Headrick has over 20 years of experience assisting investors in creating their families' overall wealth strategies.

License Verified:

License: 4516694

Investment Adviser Public Disclosure Database, SEC

Reputation:

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.
5.0
Facebook
5.0 / 5 (32)
Google
5.0 / 5 (7)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
9724 Kingston Pike, Knoxville, TN 37922
  • Private Wealth Advisor
  • Retirement Planning
  • Business Tax Preparation

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (10)
Yelp
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.5
Responsiveness
Friendliness
Helpfulness
Detail

Website
300 North Forest Park Boulevard, Knoxville, TN 37919
  • Insurance Products
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Website
2095 Lakeside Centre Way Suite 105, Knoxville, TN 37922
  • Estate Planning
  • Certified Financial Planner (CFP)
  • Tax Planning
  • Retirement Planning
  • Investment Management

Why choose this provider?

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.

Reputation:

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.
5.0

Website
4315 Kingston Pike, Knoxville, TN 37919
  • Certified Financial Planner (CFP)
  • Tax Planning

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
6025 Brookvale Lane, Knoxville, TN 37919
  • Estate Planning
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (3)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
306 Prosperity Drive, Knoxville, TN 37923
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
136 Concord Road, Knoxville, TN 37934
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (19)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
8880 Cedar Springs Lane, Knoxville, TN 37923
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
9724 Kingston Pike, Knoxville, TN 37922
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
422 South Gay Street, Knoxville, TN 37902
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
5.0
Google
5.0 / 5 (2)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
1322 Dowell Springs Boulevard, Knoxville, TN 37909
  • Certified Financial Planner (CFP)

Why choose this provider?

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.

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
4.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
234 South Peters Road, Knoxville, TN 37923
  • Certified Financial Planner (CFP)
  • Retirement Planning

Why choose this provider?

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.

Reputation:

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.
4.0
Google
4.0 / 5 (5)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

Website
9725 Cogdill Road, Knoxville, TN 37932
  • Estate and Trust Specialist
  • Private Wealth Advisor
  • Retirement Planning
  • Insurance Products

Why choose this provider?

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.

Reputation:

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.
4.7
Google
4.7 / 5 (16)
Facebook
5.0 / 5 (12)

Professionalism:

We hire mystery shoppers to call our providers anonymously and evaluate them. Providers who respond quickly, answer questions thoroughly, and communicate politely score higher.
5.0
Responsiveness
Friendliness
Helpfulness
Detail

FAQs

  • Introduction

    There are many titles for financial professionals, so it's challenging to track what each one means. A financial advisor is probably the term you've heard most often. Financial advisor is a broad term for a professional who helps individuals or companies manage their finances, including investment choices. There are over 100 certifications that financial advisors can obtain.

    • Financial planners, wealth managers, and investment advisors are all financial advisors with different focus areas.
    • A financial planner helps an individual or a company make a plan to achieve long-term financial goals.
    • A wealth manager helps individuals maintain their wealth through various disciplines and services, such as taxes, estate planning, and investment advice.
    • An investment advisor offers investment advice and recommendations to individuals or organizations.
    There’s a misconception that you have to be extremely wealthy to use a financial advisor. In reality, they can be beneficial for people from any income level. Keep reading to find answers to the most commonly asked questions about financial advisors, so you know which type can fit your specific needs.

  • What is an individual retirement account in Knoxville?

    An individual retirement account is a type of investment that provides individuals in Knoxville with tax advantages to save for retirement. There are two common types of IRAs, which are traditional IRAs and Roth IRAs. Traditional IRAs allow individuals to make tax-deductible contributions and potentially defer taxes until retirement, while Roth IRAs allow individuals to contribute after-tax money, and qualified withdrawals in retirement are tax-free.

  • What is the average credit score in Knoxville?

    The average credit score in Knoxville is around 711, which is close to the national average of 714. Credit scores are determined by a wide range of factors, which include the amounts owed on credit accounts, payment history, length of credit history, new credit accounts opened, and the types of credit accounts held.

  • What are the requirements for obtaining a mortgage in Knoxville?

    The requirements for obtaining a mortgage in Knoxville can differ, but they generally involve providing certain documents and meeting specific criteria. These may include presenting two forms of identification, at least one being a photo ID. A two-year work history, W-2s, and tax returns are also typically required. Additionally, lenders may inquire about a two-year address history and request information on property tax amounts and homeowner's association dues. Lastly, the name and contact information of the homeowner's insurance company are often requested.

  • Is there an individual income tax in Knoxville?

    No, there is no individual income tax specific to Knoxville. Instead of an individual income tax, the state relies on other sources of revenue for its finances. For businesses operating in the state, there is a flat corporate income tax rate of 6.50 percent and also imposes a gross receipts tax.

  • How can you find affordable housing options in Knoxville?

    If you are looking for affordable housing, you can use the Knoxville Community Development Corporation and the Tennessee Housing Development Agency to assist you in your search. It's also advisable to reach out to a financial advisor who can help you determine an appropriate housing budget based on your income and expenses.

  • Are financial advisors worth it?

    Whether or not a financial advisor is worth it depends on your personal situation. If your finances are fairly straightforward, then you may be better off handling it on your own. But if you have substantial assets or a complex investment portfolio, then hiring someone to handle it for you can be well worth the cost.