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Best Financial Advisors in Knoxville

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2023
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SmartAdvisor by SmartAsset logo
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Free Consultation

SmartAdvisor by SmartAsset

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

Business Description

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
Google
3.2 / 5 (15)

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
––

Price: Free Consultation

Asset Planning Corporation logo
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Asset Planning Corporation

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

Business Description

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
Blue Ridge Wealth Planners logo
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Blue Ridge Wealth Planners

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

Business Description

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.
5.0
Google
4.9 / 5 (11)
Facebook
5.0 / 5 (10)

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
Cogent Blue Wealth Advisors logo
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Cogent Blue Wealth Advisors

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

Business Description

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
Cosey Financial Services, Inc. logo
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Cosey Financial Services, Inc.

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

Business Description

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
CrestPoint Wealth Management logo
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CrestPoint Wealth Management

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

Business Description

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
Facebook
5.0 / 5 (17)
Google
5.0 / 5 (2)
Cullman Wealth Team logo
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Cullman Wealth Team

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

Business Description

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
Guidance Advisors logo
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Guidance Advisors

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

Business Description

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
Inspire Financial Planning logo
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License Verified:

License: 4516694

Investment Adviser Public Disclosure Database, SEC

Inspire Financial Planning

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Knoxville, TN
  • Chartered Financial Analyst (CFA)

Business Description

Inspire Financial Planning is an investment fiduciary serving the people of Knoxville. It provides financial advice and wealth management services, helping individuals and families put their estate plans, cash flow statements, insurance policies, and investment portfolios in order. The SmartAsset-certified fiduciary firm works with clients interested in passively allocated exchange-traded funds and socially responsible investing. Founder Jeff Headrick has worked in the field for over two decades. His team has been featured in the Wall Street Journal, the Washington Post, and CBS.

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 (9)
Google
5.0 / 5 (1)

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
Integrity Wealth Services logo
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Integrity Wealth Services

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

Business Description

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 (12)
Yelp
5.0 / 5 (1)

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
Nalls Sherbakoff logo
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Nalls Sherbakoff

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

Business Description

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
Prosperity Partners Wealth Management logo
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Prosperity Partners Wealth Management

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

Business Description

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
Tennessee Valley Asset Management Partners logo
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Tennessee Valley Asset Management Partners

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

Business Description

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
The Mather Group logo
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The Mather Group

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

Business Description

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
Google
5.0 / 5 (1)
Waypoint Financial Partners, LLC logo
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Waypoint Financial Partners, LLC

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

Business Description

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.
5.0
Responsiveness
Friendliness
Helpfulness
Detail